Cahaba Capital Advisors provides continuous supervisory and management services exclusively to private funds and pooled investment vehicles. The firm assists clients with evaluating potential investment opportunities and provides recommendations that align with each private fund's investment objectives and restrictions. Cahaba Capital Advisors operates on a non-discretionary basis, meaning clients retain responsibility for implementing all investment recommendations. Services include performing due diligence, recommending strategic asset and style allocations, and researching investment alternatives. The firm is led by Reggie D. Mobley, who serves as the sole executive officer and investment advisor representative. Advisory fees are based on the dollar amount of private fund assets and are typically charged in arrears on a quarterly basis.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Annual fees range from 2.00% to 0.25% depending on client structure and needs. The first 12 months typically range from 2.00% to 0.50%, and subsequent 12-month periods range from 1.00% to 0.25%.