SoftVest Advisors, along with HeartsBluff Music Partners and Carrizo Springs Music Partners, are private investment firms that provide investment advice to private investment vehicles (Funds). SoftVest focuses on oil and gas investments, while HeartsBluff and Carrizo focus on music royalties. The firms tailor their advisory services to the needs of each Fund, based on investment guidelines and objectives.
Assets Under Management$780M
Clients6
Advisors1
Avg. per Client$130M
Avg. per Advisor$780M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
SoftVest is entitled to management fees at an annual rate of 1% of each investor's capital account balance. SoftVest may reduce or eliminate the management fee with respect to any Investor in its sole discretion.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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