Creation Investments

Fee-Only (% of Portfolio)

Creation Investments provides investment advice to pooled investment vehicles, co-invest vehicles, and separately managed accounts. The firm invests in financial services firms that provide products and services for the unbanked and underbanked in emerging markets. Investment strategies are tailored based on each client's needs, with a focus on generating competitive financial returns and social impact.

Assets Under Management$1.8B
Clients22
AdvisorsN/A
Avg. per Client$83M
Avg. per AdvisorN/A

Fee Structure

Minimum Investment:$1M
Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

0 Advisors at this firm

No advisors found for this firm.