CapVest Partners, Inc. is an investment management firm that provides sub-advisory and investment advisory services to affiliated entities and privately offered investment funds. CapVest Partners focuses on investing in privately held businesses across three core sectors: staple consumer goods, healthcare, and essential services. Following acquisitions, CapVest Partners seeks to transform these companies through a value creation approach designed to scale and grow the businesses. The firm operates as part of the CapVest group of companies, which was founded in 1999. CapVest Partners manages billions of dollars in client assets on a non-discretionary basis, providing research, investment recommendations, and transaction structuring support.
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.