V3Limited provides investment advice to other investment advisors and family offices on a non-discretionary basis, offering expertise in privately-held companies, private investment funds, real estate, and special situations. V3 also provides advisory services to qualified individuals and entities through managed accounts. V3 may also serve as an outsourced investment officer for families or family offices. Additionally, V3 offers consulting services related to direct private investment programs.
Fee Structure
V3Limited offers investment advice to other investment advisors and family offices, as well as to qualified individuals and entities through managed accounts. Fees are calculated either as a fixed fee or as a percentage of assets under management. The specific contract terms are negotiated separately with each client. Fees are typically payable quarterly or monthly, either in advance or after services are provided.