City Different Investments offers investment management services to high net worth and institutional clients. City Different offers a range of equity and fixed-income investment strategies. City Different may offer investment advice to participants in certain 'wrap fee' programs and provides model portfolio services to Unified Managed Account programs. City Different, through a subsidiary, sponsors private investment funds that make investments in illiquid private equity securities.
Assets Under Management$240M
Clients105
Advisors9
Avg. per Client$2.3M
Avg. per Advisor$27M
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
City Different Investments offers continuous investment management services for a fee, calculated as a percentage of the value of your portfolio. Fees vary by strategy.
Equity Strategies: 0.5% - 2.00% (fees vary by strategy)
Fixed-Income Strategies:
- Up to $50 million: 0.25%
- $50 million - $100 million: 0.20%
- Over $100 million: negotiable
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