Uncommon Equity manages investment portfolios for family offices, institutional investors, trusts, and individual clients. Uncommon Equity invests in privately held, high-potential businesses operating in the consumer, industrial, and business service markets. Uncommon Equity seeks to acquire controlling interests in partnership with existing management teams but will also consider non-control investments.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.75% |
Uncommon Equity receives an administrative fee equal to 0.75% of the assets they manage per year, payable quarterly for Wasatch Safe & Security Partners, LLC. They also receive a management fee generally equal to 4%-5% of the underlying operating company’s EBITDA, in many cases subject to minimum annual dollar floors and maximum annual dollar caps.