Worth Venture Partners (WVP) identifies and oversees emerging investment managers with the goal of delivering strong investment performance. WVP manages investment portfolios for pooled investment funds and separate accounts, primarily for insurance companies. WVP does not participate in wrap fee programs.
Assets Under Management$630M
Clients20
AdvisorsN/A
Avg. per Client$32M
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:$5M
Investment management only (planning not offered)
Worth Venture Partners (WVP) manages investments for pooled investment vehicles and separate accounts. WVP charges a management fee ranging from 0.5% to 2.5% per year, paid monthly or quarterly. The specific fee and payment schedule are detailed in the agreement for each fund or managed account. WVP may share a portion of its fee with the investment managers it selects.
Loading...
Location
0 Advisors at this firm
No advisors found for this firm.