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Facts and Insights
TEKNE CAPITAL MANAGEMENT, LLC is a financial advisory firm that specializes in providing personalized investment strategies to help clients achieve their financial goals. Founded in 2002, the firm has over 18 years of experience in the financial services industry and has established a strong reputation for its expertise and quality of service.
How does the advisor help clients – Key Takeaways:
- Provides personalized investment strategies
- 18+ years of experience in financial services industry
- Strong reputation for expertise and quality of service
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 5 | 18 years |
Financial Services Offered
TEKNE CAPITAL MANAGEMENT, LLC offers a range of financial services to its clients, including investment management, financial planning, and portfolio management. The firm takes a comprehensive approach to helping clients achieve their financial goals, taking into account their risk tolerance, investment objectives, and time horizon.
Client Types
TEKNE CAPITAL MANAGEMENT, LLC primarily works with individual clients, including high-net-worth individuals, families, and small business owners. The firm also provides its services to corporations, charitable organizations, and trusts.
Fees & Compensation
TEKNE CAPITAL MANAGEMENT, LLC charges a percentage of assets under management as its fee for investment management services. The firm’s fees are competitive within the industry and are based on the size of the client’s portfolio. The firm also offers hourly, project-based, and retainer fees for financial planning services.
Background
The team at TEKNE CAPITAL MANAGEMENT, LLC consists of experienced financial advisors who hold various professional certifications, including Certified Financial Planner (CFP) and Chartered Financial Analyst (CFA). The firm’s advisors are committed to providing personalized and objective financial advice to their clients and have a strong track record of delivering results.
Financial Advisor Disclosures to Know
As a registered investment advisor, TEKNE CAPITAL MANAGEMENT, LLC is required to disclose any potential conflicts of interest or legal actions on its Form ADV. This document is available to the public and can be accessed through the Securities and Exchange Commission (SEC) website.
In conclusion, TEKNE CAPITAL MANAGEMENT, LLC is a reputable financial advisory firm with over 18 years of experience in the industry. The firm offers a range of services, including personalized investment strategies, and has a strong track record of helping clients achieve their financial goals. Potential clients can review the firm’s Form ADV for more information on its fees, services, and any potential conflicts of interest.