Ci Capital Partners

Fee-Only (% of Portfolio)

CI Capital manages investments for private equity partnerships, primarily making leveraged buyout investments in established businesses. They target industries with growth potential and strong cash flow, often consolidating fragmented industries. CI Capital formulates investment objectives, manages investments, and provides reports to partnership investors. Investment advice is provided directly to the partnerships, not individual investors.

Assets Under Management$730M
Clients8
AdvisorsN/A
Avg. per Client$91M
Avg. per AdvisorN/A

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Ci Capital Partners | TrueAdvisor