BHA Investor Monitor Archive

New Funds of Funds Mandate

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An opportunistic wealth advisory firm is currently looking for managers of qualified funds of private equity funds. Managers do not necessarily have to have long track records to be qualified; however, funds need to have a minimum of $200 million in assets under management. The wealth advisor invests in onshore and offshore vehicles. The firm will invest with funds that have a lock-up if the length of lock-up is acceptable for its strategy. Its clients require that a manager offer high transparency.