Haven Global Partners (HGP) is an investment management firm that manages equity portfolios, focusing on international equities. HGP provides continuous investment advice and makes investments based on clients' individual needs. While investment strategies are selected by the client, reasonable restrictions can be imposed, subject to HGP's acceptance. HGP also manages a private fund, Haven Global Partners ACWI ex-US Fund, L.P., investing in international equities.
Assets Under Management$1.4B
Clients20
Advisors1
Avg. per Client$72M
Avg. per Advisor$1.4B
Fee Structure
Minimum Investment:$5M
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $10.0M | 1.00% |
| $10M+ | 0.50% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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