Glide Capital serves as the investment advisor for certain private investment pools (Master Funds). It researches, monitors, and conducts due diligence on third-party investment managers, making identified funds available through the Master Funds to Series Advisors of Investor Funds. Glide Capital does not recommend specific third-party funds for inclusion in Investor Fund Series, as that decision is made solely by the Series Advisor.
Assets Under Management$370M
Clients2
Advisors2
Avg. per Client$190M
Avg. per Advisor$190M
Fee Structure
Investment management only (planning not offered)
Minimum Annual Fee:$20,000
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.35% |
Minimum advisory fee of $20,000 per Master Series.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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