Wilmington Trust Asset Management, LLC

Fee-Only (% of Portfolio)

Wilmington Trust Asset Management (WTAM) manages private investment funds. WTAM may evaluate and recommend sub-advisers, fund managers, and underlying funds for certain funds. WTAM leases personnel from affiliates to provide investment-management-related services. The private funds are offered through confidential placement memorandums to eligible investors.

Assets Under Management$280M
Clients5
AdvisorsN/A
Avg. per Client$55M
Avg. per AdvisorN/A

Fee Structure

Investment management only (planning not offered)

Wilmington Trust Asset Management (WTAM) manages several private funds, including:

  • Rodney Square Global Alpha Opportunities Fund, LLC: WTAM receives an asset-based fee.
  • Radnor Equity Partners L.P.: WTAM receives asset-based fees, which may be waived or negotiated.
  • Rodney Square U.S Large Cap Equity Fund Select, LP: Investors pay an asset-based account-level fee to a WTAM banking affiliate, not directly to WTAM or the fund. WTAM is compensated by the banking affiliate.
Loading...
Location

0 Advisors at this firm

No advisors found for this firm.
Wilmington Trust Asset Management, LLC | TrueAdvisor