PhiloSmith, formed in 1962, provides investment management and corporate finance services. They manage investments for partnerships and managed accounts. Their corporate finance activities include merger and acquisition advisory as well as private debt and equity placements. PhiloSmith specializes in the insurance and financial services sector.
Assets Under Management$370M
Clients3
AdvisorsN/A
Avg. per Client$120M
Avg. per AdvisorN/A
Fee Structure
Investment management only (planning not offered)
PhiloSmith offers investment management services with fees based on the type of account:
- PSCO Partners Limited Partnership: 1% management fee and 15% performance fee. Minimum investment of $1 million.
- Managed Accounts: 1.5% management fee and 15% performance fee. Minimum investment of $3 million.
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