Nomadic Value Partners manages investments using a concentrated equity strategy, primarily in public equity securities, and to a lesser extent, private unlisted equity securities. Nomadic's clients include individuals, charitable foundations, other investment advisors, and a private fund. Nomadic also offers a non-discretionary model delivery agreement to other investment advisors.
Assets Under Management$3M
Clients14
Advisors1
Avg. per Client$210K
Avg. per Advisor$3M
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fee is for separate accounts. Nomadic also manages a private fund, charging 1.0% annually, paid monthly in arrears. Nomadic also offers model delivery agreements to other investment advisors at 0.5% annually, paid quarterly in advance. Fees may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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