Harbert Fund Advisors, LLC

Fee-Only (% of Portfolio)

Harbert Fund Advisors manages alternative investment funds for institutional and high-net-worth investors. The firm focuses on real assets, private capital, and absolute return strategies. Harbert provides advice on acquiring, managing, and selling fund investments. They also offer investment advice to institutional and high net worth investors on a separate account basis.

Assets Under Management$8B
Clients53
AdvisorsN/A
Avg. per Client$150M
Avg. per AdvisorN/A

Fee Structure

Investment management only (planning not offered)

Harbert Fund Advisors receives a quarterly management fee for their services. The typical range for fund management fees is 1% to 2.5% per year. Management fees for separate accounts are negotiated with each client. Some funds offer share classes with lower management fees but longer lock-up periods.

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