White River Capital Advisors, LLC

Fee-Only (% of Portfolio)

White River Capital Advisors manages investments for a single hedge fund, White River Fund, L.P. The fund invests in equity securities and derivatives. White River Capital Management, LLC, an affiliate, is the general partner of the fund. The fund is offered privately to sophisticated investors who qualify as accredited investors.

Assets Under Management$5M
Clients1
Advisors1
Avg. per Client$5M
Avg. per Advisor$5M

Fee Structure

Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.50%

Fee is 1.5% annually for Class A Limited Partners, paid quarterly in advance. Fees for Special Limited Partners are negotiated. The General Partner also receives 15% of net profits allocated to Class B Limited Partners.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

1 Advisors at this firm

White River Capital Advisors, LLC | TrueAdvisor