Alpha Leonis Partners (ALP) offers investment management services, including asset allocation, investment policy statement development, capital market research, due diligence, and portfolio monitoring. ALP focuses on private equity programs, liquidity management, and outsourced CIO services. ALP's clients are primarily institutional entities such as foundations, endowments, and operating charities. ALP also utilizes the resources and personnel of its parent company, Alpha Leonis Partners AG.
Assets Under Management$370M
Clients3
AdvisorsN/A
Avg. per Client$120M
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:$50M
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees range between 0.25% and 1.00% per annum and are negotiable depending on the service level required by the client, type of investments, and total assets under management for the client. Different rates are applied for various asset categories.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
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