Wishbone Management provides investment advice to private funds, investing in equity and debt securities. The firm uses fundamental, bottom-up analysis to identify investments. Wishbone Management manages client assets on a discretionary basis.
Assets Under Management$910M
Clients4
AdvisorsN/A
Avg. per Client$230M
Avg. per AdvisorN/A
Fee Structure
Investment management only (planning not offered)
Wishbone Management typically does not charge an advisory fee. The firm (or an affiliate) receives performance-based compensation from the private funds it advises.
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