Covington Investment Management manages Covington Partners LP (the "Fund"), a pooled investment vehicle. The Fund aims for capital appreciation through a mix of foreign and domestic stocks, bonds, and other securities. Covington Investment Management does not offer individual investment advisory services outside of the Fund. All investors must meet the Fund's suitability standards. The firm may manage additional pooled investment vehicles in the future.
Assets Under Management$16M
Clients1
Advisors3
Avg. per Client$16M
Avg. per Advisor$5.3M
Fee Structure
Minimum Investment:$250K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
The Management Fee is an amount equal to the sum of one-quarter of one percent (0.25%) of the Capital Account of such Limited Partner as of the last day of each of the three most recent month-end periods. Annualized, this is 1%.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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