Karpreilly, LLC

Fee-Only (% of Portfolio)

KarpReilly provides investment supervisory services to investment vehicles that are exempt from registration. The firm's advisory services include investigating, identifying, and evaluating investment opportunities, structuring, negotiating, and making investments, managing and monitoring performance, and disposing of investments. KarpReilly primarily makes long-term private equity and equity-related investments, as well as investments in debt instruments, generally in companies doing business in the consumer sector.

Assets Under Management$1.2B
Clients7
AdvisorsN/A
Avg. per Client$180M
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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Karpreilly, LLC | TrueAdvisor