Makena Capital Management, LLC

Fee-Only (% of Portfolio)

Makena Capital Management manages pooled investment vehicles, offering diversified alternative asset exposure to endowments, foundations, family offices, sovereign wealth funds, and international institutions. Makena aims to deliver superior risk-adjusted returns over the long term, using investment disciplines pioneered by leading North American university endowments and foundations. Makena's services include managing pooled investment vehicles that invest in a wide range of securities and other investments.

Assets Under Management$24B
Clients35
Advisors1
Avg. per Client$680M
Avg. per Advisor$24B

Fee Structure

Investment management only (planning not offered)

Makena Capital Management manages pooled investment vehicles and charges a management fee based on a percentage of the value of the securities owned by each fund. Makena may agree to non-standard management and performance-based fees for certain investors in the Asset Class Feeder Funds, and may take into account such investor's investment in the Makena Endowment Portfolio when determining fees. Makena employees authorized to invest in the Funds may do so on a fee-free basis.

Loading...
Location

1 Advisors at this firm