Ravenswood Partners LP offers discretionary investment management to a pooled investment fund and separately managed accounts. Ravenswood offers three strategies: Global Focus, Global Equity, and International-EAFE. The firm relies on internal and external research to manage client portfolios. Ravenswood may have conflicts of interest between clients depending on the allocation of resources and investment opportunities.
Assets Under Management$160M
Clients2
Advisors1
Avg. per Client$78M
Avg. per Advisor$160M
Fee Structure
Minimum Investment:$50M
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $200.0M | 0.65% |
| $200M+ | 0.50% |
SMA fees are negotiated in advance and documented in the investment management agreement. An SMA could pay a management fee that is higher or lower than other SMA’s due to a number of factors including but not limited to the timing and size of an investment.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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