Factorial Partners manages investments for Factorial Partners Fund L.P., a private fund. Factorial invests primarily in publicly traded bonds and stocks, particularly U.S. equities, using a buy-and-hold strategy. Factorial seeks undervalued assets to deliver long-term returns. The fund is offered to accredited investors and qualified clients.
Assets Under Management$190M
Clients1
AdvisorsN/A
Avg. per Client$190M
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:$250K
Investment management only (planning not offered)
Factorial Partners manages investments for a private fund. Limited partners of the fund pay a management fee of 1.0% annually, charged quarterly in advance, based on the capital account balance. Additionally, if a limited partner's capital account increases by more than 10% in a fiscal year, they pay a performance allocation equal to 15% of the excess over the 10% hurdle.
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