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Investing With Us

HS Management Partners manages advisory accounts on a fully discretionary basis for endowments, foundations, corporations and ultra-high net worth individuals.

The advisory fee for portfolio management services is charged as a percentage of assets under management according to the fee schedule below:

0.90% on first $25 million
0.70% on next $25 million
0.50% on next $50 million
0.40% on next $100 million
0.30% on balance

Our stated minimum account size is $10 million. We have the discretion to accept accounts below $10 million. The annual fee for such accounts is 1.00% of assets under management.

Our Firm is not affiliated with a broker-dealer.