Sweater Industries LLC

Fee-Only (% of Portfolio)

Sweater Industries specializes in investing in high-growth companies. Sweater manages investments for a registered investment company. Sweater's approach includes co-investment with partner venture capital funds, leveraging a deal scout network, direct investment into other venture capital funds, and acquisition of shares in secondary markets. Sweater may extend its portfolio management services to include Special Purpose Vehicles (SPVs) or private funds in the future. Sweater tailors each client's investment strategy according to their specific needs.

Assets Under Management$15M
Clients2
AdvisorsN/A
Avg. per Client$7.7M
Avg. per AdvisorN/A

Fee Structure

Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Fee is for the Sweater Cashmere Fund, calculated and paid monthly in arrears. Fees for other pooled investment vehicles are described in their offering documents. Sweater may waive, reduce, or calculate differently all or any portion of the management fees at its sole discretion.

Fee Estimator
Your Portfolio Value
$500K
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