Cliveden Capital Management offers investment management services to high-net-worth individuals and outsourced Chief Investment Officer (CIO) services to small and mid-sized foundations, endowments, and pension plans. Cliveden provides advice based on specific investment objectives and strategies tailored to each client. The firm manages investments on a discretionary basis.
Assets Under Management$120M
Clients9
Advisors1
Avg. per Client$13M
Avg. per Advisor$120M
Fee Structure
Minimum Investment:$10M
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 2.00% |
| $1.0M - $5.0M | 1.50% |
| $5.0M - $25.0M | 1.00% |
| $25M+ | 0.75% |
Fees are subject to negotiation.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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