3A Partners offers investment advice through separately managed accounts (SMAs) and sub-advisory services. The SMAs invest in diversified Small Business Investment Companies (SBICs). The sub-advisory services are provided to the 3A Partners Series, an Insurance Dedicated Fund (IDF) within life insurance policies. 3A tailors its services to the specific investment objectives of each client.
Fee Structure
3A Partners does not have a standardized fee schedule. Fees for separately managed accounts (SMAs) are negotiated and based on factors like complexity, scope of work, account type, assets under management, and reporting frequency. Fees for the 3A Partners Series typically range from 1% to 1.5% annually, deducted quarterly. These fees exclude brokerage commissions and other related costs.