Gavilan Investment Partners LLC

Fee-Only (% of Portfolio)

Gavilan Investment Partners manages investments for a private investment fund and may manage separate accounts. Gavilan focuses on portfolio management and asset allocation, discussing financial goals and risk tolerance with each client. Gavilan invests primarily in publicly traded equity and equity-related securities in the U.S. and non-U.S. markets, but can invest in other types of investments. Clients and fund investors do not select investments or strategies.

Assets Under Management$450M
Clients2
AdvisorsN/A
Avg. per Client$220M
Avg. per AdvisorN/A

Fee Structure

Minimum Investment:$1M
Investment management only (planning not offered)

Gavilan Investment Partners' fees are not included here because clients and fund investors are qualified purchasers. Gavilan's compensation is negotiable and varies, but is set forth generally in the applicable client agreement. Gavilan typically deducts management fees and performance allocations and fees directly from client accounts.

Loading...
Location

0 Advisors at this firm

No advisors found for this firm.
Gavilan Investment Partners LLC | TrueAdvisor