Steben & Company, LLC

Fee-Only (% of Portfolio)

Steben & Company, founded in 1989, is an investment advisory firm specializing in alternative investments. Steben & Company provides discretionary investment management and advisory services, together with investment management products, to financial advisors and institutions. Steben & Company manages the LoCorr Futures Portfolio Fund, L.P., a privately offered managed futures fund.

Assets Under Management$69M
Clients1
AdvisorsN/A
Avg. per Client$69M
Avg. per AdvisorN/A

Fee Structure

Investment management only (planning not offered)

Steben & Company manages the cash assets of the LoCorr Futures Portfolio Fund, L.P. and does not charge a separate fee for its advisory services to the Fund. Steben & Company receives a management fee from the Fund which compensates them for the services provided to the Fund. Steben & Company may also receive a performance fee from the Fund’s Class I Units.

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Location

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