Avondale Conquest manages the Conquest I Fund, investing in various securities with a focus on small and mid-capitalization domestic stocks. The goal is to generate positive returns with lower volatility. Avondale Conquest also serves as a sub-advisor to the Prelude Opportunity Fund, employing a similar investment approach tailored to the client's goals and risk tolerance.
Assets Under Management$49M
Clients2
Advisors1
Avg. per Client$25M
Avg. per Advisor$49M
Fee Structure
Minimum Investment:$500K
Investment management only (planning not offered)
Avondale Conquest manages the Conquest I Fund and receives an annual management fee of 1% of the fund's assets, plus 20% of the fund's net profits. As a sub-advisor for Prelude, Avondale Conquest may receive a performance allocation of up to 55% of Prelude's net profits.
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