CapVest Inc. provides investment advice to CapVest LLP, which manages privately offered investment funds. These funds invest in staple consumer goods, healthcare, and essential services. CapVest Inc. identifies and evaluates potential investments for the funds, advises on structuring deals, and provides research and analysis. The firm's services are not tailored to individual investors in the funds.
Assets Under Management$5.4B
Clients8
AdvisorsN/A
Avg. per Client$680M
Avg. per AdvisorN/A
Fee Structure
Investment management only (planning not offered)
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
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Location
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