Pearlstone Alternative (UK) LLP

Fee-Only (% of Portfolio)

Pearlstone Alternative (UK) LLP is an independent investment manager co-founded by Ivelina Green and Richard Lewis, with principal offices in London. The registered investment advisor specializes in special situations and fundamental credit investments, utilizing a strategy that can involve investing across a wide range of asset classes and instruments, including corporate bonds, leveraged loans, bilateral loans, convertible bonds, public and private equity, litigation and liquidation claims, and credit-default swaps. Pearlstone Alternative manages funds and segregated managed accounts primarily for large institutional investors such as pension funds, public endowments, insurance companies, and private investment firms. The investment process involves rigorous financial modeling, legal analysis, meetings with company senior management, and oversight by an Investment Committee. The firm has the authority to make trades without asking first, and tailors its management services to suit client needs, including any agreed-upon investment restrictions.

Assets Under Management$210M
Clients2
AdvisorsN/A
Avg. per Client$110M
Avg. per AdvisorN/A

Fee Structure

Minimum Investment:$130K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.25%

Management fees range from 1.25% to 1.75% annually. Clients are also subject to a 15% to 20% performance fee. Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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Pearlstone Alternative (UK) LLP - Fees, AUM & Advisors | TrueAdvisor