University Ventures

Fee-Only (% of Portfolio)

University Ventures provides investment advice to privately offered pooled investment funds, focusing on buyout opportunities in lower middle market staffing, education technology, business services, and technology companies. University Ventures manages client assets on a fully discretionary basis, following the investment objectives outlined in the relevant offering documents. The firm does not tailor its investment advice to individual investors within the funds.

Assets Under Management$360M
Clients10
AdvisorsN/A
Avg. per Client$36M
Avg. per AdvisorN/A

Fee Structure

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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