LFL Advisers manages investments primarily in publicly traded U.S. and non-U.S. common stocks for pooled investment vehicles and separate accounts. The firm's investment approach is fundamental, relying on in-depth quantitative and qualitative analysis and field research. LFL Advisers aims to provide attractive absolute returns while minimizing the risk of permanent loss of capital.
Assets Under Management$450M
Clients3
AdvisorsN/A
Avg. per Client$150M
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:$1M
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.50% |
The annual management fee for LFL Partners, L.P., was reduced to 0.5% annually to match the rate of the two separately managed accounts. LFL Advisers also is typically entitled to an incentive allocation or fee of 15% of the amount by which net profits or net losses exceed a 6% hurdle return, subject to a high-water mark provision.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
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