Wilsquare Capital LLC

Fee-Only (% of Portfolio)

WILsquare Capital provides investment advisory services to privately offered pooled investment funds, focusing on private equity investments in business services, manufacturing, distribution, and technology companies primarily in the Midwest and Southern United States. WILsquare manages each fund on a fully discretionary basis, adhering to the investment objectives outlined in the fund's documentation. They may also arrange co-investment opportunities with certain investors.

Assets Under Management$170M
Clients2
AdvisorsN/A
Avg. per Client$83M
Avg. per AdvisorN/A

Fee Structure

Investment management only (planning not offered)

WILsquare Capital manages investments for pooled investment funds. They may collect management fees of up to 2.00% per year based on investor capital commitments or invested capital. They may also collect performance fees of up to 20% subject to a preferred return. Some portfolio companies may pay fees directly to WILsquare, which may offset management fees. Fees are subject to negotiation.

Loading...
Location

0 Advisors at this firm

No advisors found for this firm.
Wilsquare Capital LLC | TrueAdvisor