Equalient, LLC offers specialized consulting on alternative investment projects, including due diligence, structuring co-investment vehicles, and identifying suitable opportunities. Equalient also provides portfolio reviews, onboarding services, and ongoing advisory services, including analysis of current positions, performance assessment, and strategic recommendations. Equalient generally limits its investment advice to equities, venture capital funds, and private placements.
Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1000K | 1.50% |
| $1.0M - $25.0M | 1.25% |
| $25M+ | 1.10% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...