Cevidica Investment Partners

Fee-Only (% of Portfolio)

Cevidica Investment Partners provides investment and financial advisory services to institutions. Cevidica assists clients in identifying and analyzing investment opportunities in real estate, private and public credit, venture capital, asset-backed securities, and other alternative assets. Cevidica also provides fee-based investment management services to investment vehicles. Cevidica tailors its advisory services to its client’s needs.

Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A

Fee Structure

Minimum Investment:$10M
Investment management only (planning not offered)

Cevidica Investment Partners provides investment management services to investment vehicles such as Separately Managed Accounts or Special Purpose Vehicles. The annual management fee ranges up to 2% of the portfolio's fair market value, depending on the investment strategy's complexity and the account size. These fees may be negotiable.

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Location

1 Advisors at this firm

Cevidica Investment Partners | TrueAdvisor