Whitebark Investors

Fee-Only (% of Portfolio)

Whitebark Investors LP provides investment management services to privately offered pooled investment vehicles (funds) for institutional and sophisticated high-net-worth individuals. Whitebark does not provide advisory services tailored to individual investor needs. Investors should review the fund's governing documents to determine if investing in the fund is appropriate for their circumstances.

Assets Under Management$340M
Clients3
AdvisorsN/A
Avg. per Client$110M
Avg. per AdvisorN/A

Fee Structure

Investment management only (planning not offered)

Whitebark Investors manages investments for pooled investment funds, not individual investors. The funds typically pay a management fee of 1% to 1.5% of the fund's net asset value, charged monthly in advance. Whitebark also receives performance-based compensation of 8% to 20%, sometimes including a 5% hurdle.

Loading...
Location

0 Advisors at this firm

No advisors found for this firm.