Thurston Advisors

Fee-Only (% of Portfolio)

Thurston Advisors manages investments for private funds, not individual investors. Thurston focuses on growth-oriented investments in middle-market companies within the healthcare and business services sectors. Thurston's investment approach emphasizes strong entrepreneurship, partnership commitment, market reputation, differentiated offerings, and organic growth. Thurston does not offer wrap fee programs.

Assets Under Management$370M
Clients8
AdvisorsN/A
Avg. per Client$46M
Avg. per AdvisorN/A

Fee Structure

Minimum Investment:$500K
Investment management only (planning not offered)

Thurston Advisors does not provide investment advisory services directly to individual investors. Thurston manages private funds and may provide investment management services to separately managed accounts. The management fees and carried interest are indirectly borne by the investors in the funds. Management fees are payable quarterly in advance at a rate of 3.0% per year of aggregate commitments of investors during the commitment period. Following expiration of the “Investment Period”, management fees will be 2.0% per year based on the amount of invested capital attributable to each Investor. Thurston also receives a 30% carried interest of the net profits of the Thurston Funds upon payment of distribution to Investors once an Investor’s total capital contributions are fully returned, subject to a claw back and a preferred return for the benefit of Investors.

Loading...
Location

0 Advisors at this firm

No advisors found for this firm.
Thurston Advisors | TrueAdvisor