i3 Investment Partners manages a private fund, the i3 Quantitative Investment Fund, geared towards sophisticated investors with a minimum investment of $250,000. i3 also provides sub-advisory services to another investment fund. i3 uses quantitative analysis to build diversified equity portfolios. The firm invests in equity securities, exchange traded funds (ETFs), and exchange traded notes (ETNs).
Assets Under Management$67M
Clients1
Advisors1
Avg. per Client$67M
Avg. per Advisor$67M
Fee Structure
Minimum Investment:$250K
Investment management only (planning not offered)
i3 Investment Partners manages a private fund and charges a management fee of 2% per year, paid quarterly in advance, based on the beginning capital account balance. Investors may also be subject to other fees and expenses as outlined in the private placement memorandum. i3 may also receive an incentive fee based on the fund's performance.
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