Caravela Energy Partners manages investments primarily in the energy sector, including oil and gas, renewable energy, and utilities. Caravela provides investment advice based on specific investment objectives outlined in client agreements. They invest in equity securities and futures, using a proprietary platform to analyze investments. Caravela does not tailor its advisory services to individual needs but accepts client-imposed investment restrictions with marginal impact on the overall strategy.
Fee Structure
Caravela Energy Partners charges a management fee based on the value of your portfolio, ranging from 0% to 2.5% per year, payable monthly. They may also receive a performance-based fee ranging from 20% to 30% of capital gains or appreciation. Clients are also responsible for other expenses, such as legal, compliance, administrator, audit, tax preparation, brokerage commissions, research fees, custodial fees, and regulatory compliance costs. Research-related expenses are capped at 0.20% per year of the portfolio's net asset value.