Boldhaven Management

Fee-Only (% of Portfolio)

Boldhaven Management, based in London, manages a concentrated, European-focused equity long/short strategy, also investing in liquid credit. Boldhaven seeks value dislocations using a fundamental investment approach, aiming for long-term capital appreciation with less risk than the overall market. Boldhaven manages assets for the Boldhaven Master Fund and separately managed accounts (SMAs).

Assets Under Management$1.4B
Clients3
AdvisorsN/A
Avg. per Client$470M
Avg. per AdvisorN/A

Fee Structure

Minimum Investment:$5M
Investment management only (planning not offered)

Boldhaven Management's fees are based on a percentage of assets under management and performance-based incentives. For the Boldhaven Master Fund, the management fee is up to 1.50% per year of the fund's net asset value, charged monthly. Fees for separately managed accounts are negotiated individually and are typically based on a percentage of the account's assets under management, paid monthly.

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Boldhaven Management | TrueAdvisor