Unlimited Funds is a registered investment advisor that manages private funds and exchange-traded funds (ETFs). Unlimited develops investment strategies for these funds, focusing on matching hedge fund industry returns. Unlimited also provides administrative oversight for an existing private fund. The firm does not provide individualized investment advice to individual investors.
Assets Under Management$130M
Clients2
AdvisorsN/A
Avg. per Client$66M
Avg. per AdvisorN/A
Fee Structure
Investment management only (planning not offered)
Unlimited Funds manages investment portfolios for private funds and ETFs, but does not directly manage investments for individual investors. Fees for the ETFs can be found in the ETF prospectuses. The management fee for Vested Fund III is 0.95%.
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