Havencrest Capital Management, LLC

Fee-Only (% of Portfolio)

Havencrest Capital Management manages investments for private investment funds, focusing on long-term private equity and equity-related investments in lower middle-market healthcare companies in North America. Havencrest provides investment advice, monitors portfolio company performance, and advises on potential investments and dispositions. Services are provided according to the funds' governing documents, and investors cannot obtain tailored services.

Assets Under Management$500M
Clients2
AdvisorsN/A
Avg. per Client$250M
Avg. per AdvisorN/A

Fee Structure

Minimum Investment:$3M
Investment management only (planning not offered)

Havencrest Capital Management manages investments for pooled investment funds. They charge a management fee based on committed or invested capital. The current management fee is 2% per year of committed capital during the investment period and up to 2% per year of invested or committed capital remaining after the investment period. They also receive carried interest allocations from each fund of up to 20% of distributable cash of each portfolio investment.

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