Stafford Capital Partners manages investments for pooled investment vehicles, also known as funds-of-one. They tailor investments to comply with the investment guidelines disclosed in the offering materials for each fund. Stafford Capital Partners focuses on private equity or equity-oriented fund investments with select managers in venture capital, infrastructure, and timberland sectors.
Assets Under Management$1.7B
Clients21
Advisors8
Avg. per Client$82M
Avg. per Advisor$220M
Fee Structure
Minimum Investment:$25M
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.85% |
Asset-based fee ranges from 0.85% to 1% of the net committed capital per year, as negotiated with each client. Stafford Capital Partners may also receive a performance fee, typically 5% of any net profit that exceeds an annual hurdle rate agreed to with the client (ranging from 8% to 12%).
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...