How firms in Connecticut charge for their services, based on Form ADV disclosures.
Percentage of AUM827 firms · 44%
Performance-based fees509 firms · 27%
Subscription fees245 firms · 13%
Hourly charges119 firms · 6%
Other: CARRIED INTEREST4 firms · 0%
Other: REFERRAL FEES3 firms · 0%
Other: PERFORMANCE-BASED ALLOCATIONS3 firms · 0%
Other: MONITORING FEES3 firms · 0%
Other: SOLICITOR FEES2 firms · 0%
Other: NEGOTIATED FEE2 firms · 0%
Other: REIMBURSEMENT OF EXPENSES2 firms · 0%
Other: ADDITIONAL FEES AS DESCRIBED IN FORM ADV, PART 2A2 firms · 0%
Other: PERFORMANCE-BASED COMPENSATION2 firms · 0%
Other: WE RECEIVE A PERCENTAGE OF EBITDA FROM PORTFOLIO COMPANIES2 firms · 0%
Other: A PERCENTAGE OF EXPENSES1 firms · 0%
Other: A PERCENTAGE OF INVESTED AMOUNTS1 firms · 0%
Other: A PERCENTAGE OF THE NOTIONAL AMOUNT SUBJECT TO OUR STRATEGIES.1 firms · 0%
Other: ASSETS UNDER ADVISEMENT (FOR UMA)1 firms · 0%
Other: BUNDLED CONSULTING AND ADVISORY FEES1 firms · 0%
Other: CARRIED INTEREST AND OVERHEAD REIMBURSEMENT1 firms · 0%
Other: CARRIED INTEREST PAID TO GENERAL PARTNER1 firms · 0%
Other: CERTAIN EXPENSES AS DESCRIBED IN ITEM 5 OF PART 2A1 firms · 0%
Other: COMPENSATION BASED ON A PERCENTAGE OF COMMITTED CAPITAL1 firms · 0%
Other: COST/EXPENSE REIMBURSEMENT1 firms · 0%
Other: COST REIMBURSEMENT1 firms · 0%
Other: COST REIMBURSEMENT, AFFILIATE COMPENSATION (SEE PART 2A, ITEM 6)1 firms · 0%
Other: CURRENTLY FREE, MAY CHARGE SUBSCRIPTION FEE IN THE FUTURE1 firms · 0%
Other: DEBT CLOSING FEES1 firms · 0%
Other: EQUITY-TYPE INTEREST IN RELATED OR SEEDED MANAGERS1 firms · 0%
Other: EXPENSE PASS THROUGH1 firms · 0%
Other: EXPENSE PASS-THROUGH1 firms · 0%
Other: EXPENSE PAYMENT AMOUNT1 firms · 0%
Other: EXPENSE REIMBURSEMENT1 firms · 0%
Other: EXPENSE REIMBURSEMENT FOR CERTAIN OVERHEAD1 firms · 0%
Other: EXPENSE REIMBURSEMENT FROM NORTH ROCK1 firms · 0%
Other: EXPENSE REIMBURSEMENTS1 firms · 0%
Other: FAMILY OFFICE SERVICES FEES1 firms · 0%
Other: % FEE BASED ON ASSETS MANAGED BY A TPA1 firms · 0%
Other: FEE FOR FINANCIAL PLANNING SERVICES. FEES FOR TECHNOLOGY.1 firms · 0%
Other: FEE FOR SECURITIES TRADING IDEAS AND RESEARCH1 firms · 0%
Other: FEE PAID FOR SUB-ADVISOR SERVICES PROVIDED TO RIA1 firms · 0%
Other: FEES ALSO NEGOTIATED ON A CASE-BY-CASE BASIS1 firms · 0%
Other: FEES AS SUB-ADVISOR AND MODEL PROVIDER/STATEGIST1 firms · 0%
Other: FEES FOR TRUSTEE SERVICES (A PERCENTAGE OF ASSETS UNDER TRUST)1 firms · 0%
Other: FEES FROM PORTFOLIO COMPANIES1 firms · 0%
Other: FEES PAID BY CAPULA INVESTMENT MANAGEMENT LLP1 firms · 0%
Other: FEES RELATED TO ACQUISITION & MONITORING OF PORTFOLIO COMPANIES1 firms · 0%
Other: FIXED FEES AT DIFFERENT AUM THRESHOLDS1 firms · 0%
Other: FIXED FEES THAT VARY BASED ON LEVEL OF ASSETS UNDER MANAGEMENT1 firms · 0%
Other: FIXED QUARTERLY MANAGEMENT FEE1 firms · 0%
Other: FLAT FEE1 firms · 0%
Other: FOR CERTAIN PRIVATE FUNDS: ADMIN FEE; MONITORING FEE1 firms · 0%
Other: FULCRUM FEE; ASSET-BASED FEE CONTINGENT ON PERFORMANCE1 firms · 0%
Other: FUND SPONSOR FEES1 firms · 0%
Other: INCOME BASED FEE1 firms · 0%
Other: INVESTMENT ADVISORY SUPPORT SERVICES1 firms · 0%
Other: LICENSING FEES1 firms · 0%
Other: LIMITED TO DIRECT AND/OR INDIRECT COSTS1 firms · 0%
Other: MANAGEMENT FEES FROM THIRD PARTY MANAGERS.1 firms · 0%
Other: MINIMUM MONTHLY ACCOUNT FEE1 firms · 0%
Other: MONITORING AND OTHER FEES FROM PORTFOLIO COMPANIES1 firms · 0%
Other: MONITORING AND SERVICING FEES FOR LOANS1 firms · 0%
Other: MONITORING FEES, AND CERTAIN OTHER PORTFOLIO COMPANY FEES1 firms · 0%
Other: NEGOTIATED FEES1 firms · 0%
Other: NO LONGER CHARGING FEES1 firms · 0%
Other: % OF ASSETS UNDER CLIENTS' MANAGEMENT OR ADVISEMENT1 firms · 0%
Other: ON THE BASIS OF ACTUAL OR ALLOCABLE COSTS1 firms · 0%
Other: ORIGINATION FEES1 firms · 0%
Other: PASS THROUGH EXPENSE REIMBURSEMENT1 firms · 0%
Other: PASS-THROUGH REIMBURSEMENT1 firms · 0%
Other: PENSION CONSULTING FEES ON 11.5 BILLON IN AUA1 firms · 0%
Other: PER-ASSET ONBOARDING AND DEBOARDING DUE DILIGENCE FEES1 firms · 0%
Other: PERCENTAGE OF ASSETS UNDER ADVISEMENT1 firms · 0%
Other: PERCENTAGE OF CLIENT'S NET INVESTMENT INCOME1 firms · 0%
Other: PERCENTAGE OF COMMITTED OR INVESTED CAPITAL1 firms · 0%
Other: PERCENTAGE OF FEES1 firms · 0%
Other: PERCENTAGE OF INVESTED CAPITAL1 firms · 0%
Other: PERCENTAGE OF MANAGEMENT FEE1 firms · 0%
Other: PERCENTAGE OF OPERATIONS; PERCENTAGE OF ACQUISITIONS1 firms · 0%
Other: PERCENTAGE RETIREMENT PLAN ASSETS UNDER ADVISEMENT1 firms · 0%
Other: PERFORMANCE BASED ALLOCATION1 firms · 0%
Other: PERFORMANCE BASED FEES1 firms · 0%
Other: PLEASE REFER TO SCHEDULE D - MISCELLANEOUS1 firms · 0%
Other: PLEASE SEE ADDITIONAL INFORMATION DISCLOSED IN PART 2A1 firms · 0%
Other: PORTFOLIO SURVEILLANCE REPORTING FEES1 firms · 0%
Other: PROFITS INTEREST PAID TO AFFILIATED ENTITY1 firms · 0%
Other: PRO-RATA EXPENSE ALLOCATION1 firms · 0%
Other: REAL ESTATE ACQUISITION/DISPOSITION FEES1 firms · 0%
Other: REAL ESTATE RELATED FEES1 firms · 0%
Other: REALIZATION FEES1 firms · 0%
Other: REALIZATION WATERFALL1 firms · 0%
Other: REFERRAL FEES FROM THIRD-PARTY MONEY MANAGERS1 firms · 0%
Other: REIMBURSEMENT FOR RESEARCH EXPENSES1 firms · 0%
Other: REIMBURSEMENT OF COSTS1 firms · 0%
Other: REIMBURSEMENT OF DIRECT EXPENSES TO FIRST RESERVE1 firms · 0%
Other: RETIREMENT PLANS - PERCENTAGE OF PLAN ASSETS1 firms · 0%
Other: REVENUE SHARE WITH ANOTHER INVESTMENT ADVISER1 firms · 0%
Other: REVENUE SHARING FRS & ELIGIBLE CREDIT & CASH MANAGEMENT SOLUTION1 firms · 0%
Other: REVENUE SHARING WITH OUR AFFILIATE, FOCUS RISK SOLUTIONS1 firms · 0%
Other: SALARY1 firms · 0%
Other: SEE MISCELLANEOUS SECTION ON SCHEDULE D1 firms · 0%
Other: SEE SCHEDULE D MISCELLANEOUS1 firms · 0%
Other: SELECTION OF OTHER ADVISERS1 firms · 0%
Other: SENIOR AND SUBORDINATED COLLATERAL MANAGEMENT FEES1 firms · 0%
Other: SERVICE-BASED COMPENSATION AND RELATED REIMBURSEMENT1 firms · 0%
Other: SHARE IN 3RD PARTY MANAGER FEES1 firms · 0%
Other: SOLICITOR/REFERRAL FEES1 firms · 0%
Other: SPECIAL SERVICING FEES1 firms · 0%
Other: SUB-ADVISER OF POOLED INVESTMENT VEHICLE CHARGES A PERFORMANCE F1 firms · 0%
Other: SUBADVISOR AND MODEL PROVIDER/STRATEGIST FEES1 firms · 0%
Other: TRANSACTION FEE1 firms · 0%
Other: TRANSACTION FEES1 firms · 0%
Other: TRANSACTION FEES AS DESCRIBED IN PART 2A1 firms · 0%
Other: TRANSACTION FEES/MANAGEMENT FEES FROM PORTFOLIO CO.1 firms · 0%
Other: TRANSACTION FEES & MONITORING FEES1 firms · 0%
Other: TRANSACTION FEES & PORTFOLIO MONITORING FEES1 firms · 0%
Other: TRANSACTION MONITORING FEES; PARTICIPATION SERVICING FEES1 firms · 0%
Other: UPFRONT FEES1 firms · 0%
Other: VARIABLE, BASED ON SPECIFIC EQUITY RESEARCH SERVICE1 firms · 0%
Other: VFP DOES NOT RECEIVE FEES FOR INVESTMENT ADVICE1 firms · 0%
Other: SOURCING, DUE DILIGENCE AND STRUCTURING FEES1 firms · 0%
Other: ACQUISITION, DISPOSITION, AND MONITORING FEES1 firms · 0%
Other: ADDITIONAL INFO ON FEES CHARGED BY ADVISOR IN FORM ADV PART 21 firms · 0%
Other: ADMIN AND MONITORING FEES FOR VIG AND PECO PALLET1 firms · 0%
Other: ADMINISTRATION & SERVICING FEES1 firms · 0%
Other: ADVISER DOES NOT CURRENTLY HAVE ANY CLIENTS OF ITS OWN .1 firms · 0%
Other: ADVISORY FEES1 firms · 0%
Other: ADVISORY/MANAGEMENT FEES RELATED TO SPECIFIC PORTFOLIO COMPANIES1 firms · 0%
Other: ADVISORY, MONITORING, AND CERTAIN OTHER RELATED FEES.1 firms · 0%
Other: AFFILIATE OF REGISTRANT RECEIVES INCENTIVE REALLOCATIONS1 firms · 0%
Other: A MIX OF THE ABOVE COMPENSATION ARRANGEMENTS.1 firms · 0%
Other: ANNUALLY NEGOTIATED MANAGEMENT FEE1 firms · 0%
Other: A PERCENTAGE OF ASSETS UNDER ADVISEMENT1 firms · 0%
Other: A PERCENTAGE OF AUM OF CIT FUNDS FOR OVERLAY ADVISORY SERVICES1 firms · 0%
Other: A PERCENTAGE OF AUM SUBJECT TO A MINIMUM FEE1 firms · 0%
Other: A PERCENTAGE OF DRAWN INVESTED CAPITAL1 firms · 0%