Interval Partners, L.P.

Fee-Only (% of Portfolio)

Interval Partners provides investment advice on a discretionary basis, primarily managing pooled investment vehicles (Funds) and separately managed accounts for other private funds. They invest in a wide variety of securities and financial instruments, both domestic and foreign, publicly traded or privately placed. Interval's investment approach combines fundamental research with portfolio management, focusing on factors like company management, product cycles, financial earnings, and cash flow.

Assets Under Management$8.4B
Clients30
AdvisorsN/A
Avg. per Client$280M
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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