Cogenuity Partners, LLC

Fee-Only (% of Portfolio)

Cogenuity Partners invests in businesses providing critical products, services, and equipment within the advanced industrial economy. Cogenuity focuses on lower middle market private equity investments throughout North America. The firm manages private pooled investment vehicles (Funds) and tailors its advisory services to each Fund. Limited Partners in the Funds generally cannot obtain services tailored to their individual specific needs.

Assets Under Management$550M
Clients4
AdvisorsN/A
Avg. per Client$140M
Avg. per AdvisorN/A

Fee Structure

Minimum Investment:$500K
Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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