Ll Funds

Fee-Only (% of Portfolio)

LL Funds and Ultra Capital provide investment advice on fixed income and mortgage-backed securities, as well as other types of securities, primarily to private investment funds. Ultra Capital focuses on investments in sustainable infrastructure platform companies and project companies. Neither firm provides investment advice to individuals.

Assets Under Management$2.4B
Clients22
AdvisorsN/A
Avg. per Client$110M
Avg. per AdvisorN/A

Fee Structure

Minimum Investment:$5M
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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Ll Funds | TrueAdvisor