Dhruva Funds, LLC

Fee-Only (% of Portfolio)

Dhruva Funds provides discretionary investment management for individuals, high-net-worth clients, trusts, estates, and private investment partnerships. The firm follows a long-term value investing strategy with the goal of achieving consistent, absolute, and after-tax returns. Client accounts are managed based on individual investment objectives and risk tolerance, with options for reasonable investment restrictions. Dhruva Funds is wholly owned and managed by Ravi Prakash Dronamraju and operates out of Plainfield, Illinois.

Assets Under Management$52M
Clients1
Advisors1
Avg. per Client$52M
Avg. per Advisor$52M

Fee Structure

Minimum Investment:$1.1M
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $2.5M1.00%
$2.5M - $5.0M0.75%
$5M+0.50%

Fees may be negotiable based on the size of the account. Qualified clients may also pay a 12% performance fee on net profits above a high-water mark.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

1 Advisors at this firm