Qualivian Investment Partners

Fee-Only (% of Portfolio)Fixed/Hourly

Qualivian Investment Partners LP (QIP) is an investment advisory and research firm that advises its own affiliated private funds and offers separate managed accounts for individual clients. QIP focuses on long-term potential in public equities, using a private equity-like investment process. QIP also develops model portfolios for other advisors. QIP's strategy focuses on identifying stocks with sustainable competitive advantages and strong free cash flow.

Assets Under Management$15M
Clients6
Advisors1
Avg. per Client$2.5M
Avg. per Advisor$15M

Fee Structure

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

Qualivian Investment Partners LP (QIP) offers separately managed accounts for individual clients, with fees negotiated between the parties. Fees may be based on the amount managed or a fixed fee, depending on the client. QIP may waive fees at its discretion.

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Location

1 Advisors at this firm