Coalesce Capital Management LLC

Fee-Only (% of Portfolio)

Coalesce Capital Management serves as the investment manager for private investment funds and related special purpose vehicles. They invest primarily in business services companies with the potential for equity-like returns. Coalesce tailors its investment advisory services to the specific investment objectives and restrictions set forth in the fund governing documents. The funds are generally offered exclusively to accredited investors.

Assets Under Management$1.4B
Clients7
AdvisorsN/A
Avg. per Client$190M
Avg. per AdvisorN/A

Fee Structure

Investment management only (planning not offered)

Coalesce Capital Management manages private investment funds. The funds typically pay an annual management fee of 2% of the fund's aggregate capital commitments during the investment period. After the investment period, the fee is 2% of the adjusted cost of unrealized investments. Fund investors may negotiate different management fees and other fee arrangements.

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