Tb Alternative Assets LTD.

Fee-Only (% of Portfolio)

TB Alternative Assets manages pooled investment funds and separately managed accounts for institutional and accredited investors. The firm focuses on equity securities listed on stock exchanges in Hong Kong, China, and the United States, utilizing fundamental, quantitative, and qualitative research. TB Alternative Assets specializes in identifying high-quality businesses in technology, consumer, and healthcare sectors with a strong emphasis on sustainable growth and fundamental business research.

Assets Under Management$710M
Clients3
AdvisorsN/A
Avg. per Client$240M
Avg. per AdvisorN/A

Fee Structure

Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.00%

Funds charge 1.5% annually for Class A shares and 0% for Class B shares, plus a 20% performance fee. Separately managed accounts charge 1% to 2% annually plus a 15% performance fee.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

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Tb Alternative Assets LTD. - Fees, AUM & Advisors | TrueAdvisor