Edgebrook Investments manages assets for a private investment fund, Edgebrook Partners, LP, and acts as a sub-advisor to AngelList syndicate funds. Edgebrook does not manage individual accounts. The firm's investment strategy focuses on identifying undervalued companies, particularly in the private software sector.
Assets Under Management$3M
Clients2
Advisors1
Avg. per Client$1.5M
Avg. per Advisor$3M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
In addition, there is a performance fee of 20% of new profits earned over a fixed time period, generally annually. There is a potential performance fee of 5-20% as Sub-Adviser of AngelList syndicate fund(s) only when that investment is realized (liquidated).
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...