KDHBV Capital Management is a value-oriented investment firm that manages a private pooled investment fund, KDHBV Partners, LP. They aim for long-term returns through risk-averse, value-based investing, focusing on bargain situations where market prices are lower than their estimated value. KDHBV may also provide non-discretionary investment consulting and family office services to investors in the fund.
Assets Under Management$40M
Clients3
AdvisorsN/A
Avg. per Client$13M
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:$500K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.75% |
KDHBV may also receive an incentive allocation based on performance of the KDHBV Partnership, ranging from 10-20% of the net profits generated in the capital account of each limited partner in excess of a preferred return, subject to a high water mark.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
0 Advisors at this firm
No advisors found for this firm.