Cortec Group Management Services, LLC

Fee-Only (% of Portfolio)

Cortec provides investment advice to its clients, which are primarily private investment funds. Cortec focuses on acquiring controlling interests in lower middle-market manufacturing, distribution, and specialty service companies. Cortec's services include sourcing investment opportunities, conducting due diligence, and providing assistance to portfolio companies.

Assets Under Management$6.9B
Clients12
AdvisorsN/A
Avg. per Client$570M
Avg. per AdvisorN/A

Fee Structure

Minimum Investment:$5M
Investment management only (planning not offered)

Cortec does not directly manage investments for individual investors. Cortec provides investment advisory services to private investment funds, not individuals.

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