Kaleido Capital Partners Limited

Fee-Only (% of Portfolio)

Kaleido Capital Partners Limited is an investment management firm that primarily serves private, pooled investment vehicles and institutional separately managed accounts. The firm focuses on global investments with a particular emphasis on Asian markets, seeking to generate attractive risk-adjusted absolute returns over the long term. Kaleido employs strategies such as long/short equity, event-driven investing, value-driven investing, and derivatives usage, combined with active risk management and hedging. Kaleido does not tailor its advisory services to individual retail investors within its funds, but does manage customized separately managed accounts for qualified institutional and United States clients based on agreed-upon investment objectives.

Assets Under Management$270M
Clients2
AdvisorsN/A
Avg. per Client$140M
Avg. per AdvisorN/A

Fee Structure

Minimum Investment:$1M
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.50%

Management fees range up to 1.5% for separately managed accounts and up to 2% for pooled funds. An annual incentive fee of up to 20% of net profits also applies. Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

0 Advisors at this firm

No advisors found for this firm.