Mizzen Management LLC

Fee-Only (% of Portfolio)

Mizzen Management is an investment advisor for private funds offered to qualified investors. The funds target senior secured debt investments in U.S.-based, lower middle-market companies. Mizzen does not tailor investments to the needs of individual investors, but rather to each fund. Mizzen's investment committee meets weekly to discuss potential investments and monitor current portfolio companies.

Assets Under Management$460M
Clients3
AdvisorsN/A
Avg. per Client$150M
Avg. per AdvisorN/A

Fee Structure

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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Mizzen Management LLC | TrueAdvisor