Star Mountain Fund Management, LLC

Fee-Only (% of Portfolio)

Star Mountain Fund Management provides investment advice to pooled investment vehicles (called Funds) and separately managed accounts for institutional and sophisticated investors. The firm's advice is tailored to each client's specific investment goals and strategies. The firm's investment approach includes reviewing and analyzing private fund managers and companies, generally focused on the small and medium-sized business marketplace.

Assets Under Management$4B
Clients33
AdvisorsN/A
Avg. per Client$120M
Avg. per AdvisorN/A

Fee Structure

Investment management only (planning not offered)

Star Mountain Fund Management provides investment advice to pooled investment vehicles and separately managed accounts. Management fees are generally based on capital commitments or invested capital. The Offering Documents generally provide for a management fee of up to 2.00% per year, paid quarterly in advance. Certain Clients are subject to a performance fee in the form of carried interest of up to 20.0% of all income, gains and losses derived from portfolio investments.

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Star Mountain Fund Management, LLC | TrueAdvisor