BrightSpring Investments builds portfolios using credit strategies for institutional clients, including family offices, banking institutions, charitable organizations, foundations, endowment funds, insurance companies, pension plans, and sovereign wealth funds. They offer discretionary investment management services utilizing liquid leveraged loans and high yield securities to generate income. Their services are tailored to each client's goals, objectives, investment horizon, and risk tolerance.
Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0
www.brightspringinvestments.com ·www.brightspringinvestments.com/blog ·www.linkedin.com/in/imran-bora
Fee Structure
Minimum Investment:$3M
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $3.0M | Included |
| $3M+ | 1.00% |
This fee schedule applies to the Opportunistic Credit Strategy. Fees are negotiable. A performance-based fee of 15% of profits exceeding an 8% hurdle rate and the client's high water mark also applies.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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