K1 Investment Management LLC

Fee-Only (% of Portfolio)

K1 Investment Management provides investment advice to privately offered pooled investment vehicles for qualified investors. K1's services include identifying and evaluating investment opportunities, negotiating terms, and selling investments, primarily in private software and technology companies. K1 also manages and monitors portfolio company investments. Investors participate in the overall investment program, but may be excused from specific investments.

Assets Under Management$20B
Clients20
AdvisorsN/A
Avg. per Client$980M
Avg. per AdvisorN/A

Fee Structure

Minimum Investment:$250K
Investment management only (planning not offered)

K1 Investment Management does not directly manage investments for individual investors. It manages pooled investment vehicles, and investors should review the governing documents for fee details.

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0 Advisors at this firm

No advisors found for this firm.