Monterone Partners LLP

Fee-Only (% of Portfolio)

Monterone Partners is an investment advisor that manages investments primarily in Western European listed companies. Monterone uses in-depth research to find companies with strong financials that are undervalued. Monterone manages investments for private funds and separately managed accounts, aiming for long-term growth while minimizing risk. Monterone actively engages with company management to provide input.

Assets Under Management$230M
Clients9
AdvisorsN/A
Avg. per Client$25M
Avg. per AdvisorN/A

Fee Structure

Minimum Investment:$500K
Investment management only (planning not offered)

Monterone Partners manages investments for private funds and separately managed accounts. Fees are calculated based on the market value of the investments and are typically paid monthly. The specific fee schedule and payment timing can be negotiated on a case-by-case basis. Clients are also responsible for other expenses like brokerage commissions and custodial fees. Performance-based fees may also apply.

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