Daventry Group provides investment advice to private investment funds and separately managed accounts. The firm focuses on generating attractive risk-adjusted returns through a concentrated portfolio of public market investments, underpinned by rigorous research and an owner-oriented mentality. Daventry Group does not intend to have any individual clients that would meet the definition of retail investor.
Assets Under Management$310M
Clients3
AdvisorsN/A
Avg. per Client$100M
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:$2M
Investment management only (planning not offered)
Daventry Group's fees for managed accounts are determined on a client-by-client basis and may be higher than fees charged to other clients with comparable size and investment objectives. The firm's fee schedule for private investment funds is omitted because the brochure is only being delivered to qualified purchasers.
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