Investing through a private fund
A private fund allows you to implement and manage your social investments individually, and to realize your long-term goals accordingly.
>> Example investment
|Degree of involvement
||High (depending on investor's wishes)
||Per agreement with investor
||Commitment of several years
||USD 5 million
||Estimate available upon request
You would like to start your own fund with your family or friends. Together you decide on investors and the goal of the fund, and you contribute the necessary capital.
The minimum amount required to open a private fund is USD 5 million. The team at LGT Venture Philanthropy helps you define a strategy to build and manage the fund. You decide on the degree of your engagement and involvement. The LGT Venture Philanthropy team searches for and analyzes potential investment opportunities for your fund. You can get involved in the analysis process at any time, for example if you would like to visit the organization on site with the team. Furthermore, LGT Venture Philanthropy monitors your portfolio investments. You determine the frequency of reports in consultation with LGT Venture Philanthropy. The report informs you about the most important on-site developments as well as the status of your fund. LGT Venture Philanthropy charges a percentage of the total assets under management as a management fee depending on the time and effort invested in the search and analysis, as well as for the monitoring, reporting and administration of funds. The charge for setting up the fund depends on its complexity.
Contact us directly to find out more about this option.