Lock 8 provides investment advisory services to private investment funds that focus on acquiring, holding, managing, and divesting controlling interests in software-as-a-service (SaaS) businesses. The funds also invest in equity and debt securities of early-stage or growth-stage SaaS companies and other technology-related businesses. Lock 8 tailors its investment advice to the general partner of each fund, in accordance with the fund's investment objectives and strategy.
Assets Under Management$200M
Clients4
AdvisorsN/A
Avg. per Client$49M
Avg. per AdvisorN/A
Fee Structure
Investment management only (planning not offered)
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
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