Carson Management Company, LLC

Fee-Only (% of Portfolio)

Carson Management Company (CMC) specializes in managing private investment limited partnerships. These partnerships invest in private investment funds focused on European and North American private equity investments. CMC manages these partnerships on a discretionary basis, identifying and evaluating investment opportunities, monitoring performance, and making recommendations for liquidation or disposition of investments. CMC also provides administrative services such as preparing communications, maintaining records, and preparing tax returns.

Assets Under Management$470M
Clients20
Advisors2
Avg. per Client$23M
Avg. per Advisor$230M

Fee Structure

Minimum Investment:$250K
Investment management only (planning not offered)

Carson Management Company (CMC) manages investments for private limited partnerships and charges an annual management fee. This fee is typically between 0.75% and 1.0% of the total commitments from all limited partners during the investment period. After the investment period, the fee is based on the remaining invested capital. The fee is paid quarterly in advance.

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Location

2 Advisors at this firm

Carson Management Company, LLC | TrueAdvisor