Wacona Capital manages investments for private investment funds that invest in lower-middle-market businesses. Wacona Capital identifies and evaluates investment opportunities, negotiates terms, manages investments, and seeks dispositions. Wacona Capital does not provide individualized investment advice to investors in the Funds, and investors generally cannot impose restrictions on the types of investments made on a Fund’s behalf.
Assets Under Management$190M
Clients5
AdvisorsN/A
Avg. per Client$39M
Avg. per AdvisorN/A
Fee Structure
Investment management only (planning not offered)
Wacona Capital does not bill individual investors directly for advisory fees. Wacona Capital is compensated for its advisory services through a set fee schedule (the “Monitoring Fee”) and carried interest (performance allocations) charged to the portfolio companies of the private investment funds it advises.
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