Treasury partners is an investment management firm that provides portfolio management and advisory services to high net worth individuals and institutional investors. When investors want to invest in treasury partners’ products or funds, there is usually a minimum investment amount required. This minimum investment threshold serves to ensure only serious investors with sufficient capital participate. In this article, we will look at the typical minimum investments required by treasury partners for different investment vehicles.
Minimum investment for treasury partners hedge funds is generally high
Treasury partners hedge funds usually have high minimum investments, often starting from $1 million or more. This is because these funds pursue more complex investment strategies like global macro trading, are less liquid, and involve higher due diligence and operating costs per investor. The high minimum investment ensures sufficient assets under management to implement the strategies effectively. Some treasury partners flagship macro funds have minimums up to $5 million.
Minimums for treasury partners mutual funds lower but still substantial
While less than their hedge fund offerings, most treasury partners mutual funds still have minimum investments in the five to six-figure range. Their mutual funds focused on stocks and bonds may have minimums starting from $50,000 or $100,000. This allows the funds to be accessible to more investors while still ensuring sufficient capital and serious investors.
Treasury partners private wealth accounts have customized minimums
For ultra high net worth individuals invested through treasury partners’ private wealth management division, the minimum investment is customized and negotiated on a client by client basis. These customized portfolio management accounts for individuals and families may have minimum investments starting from $5 million or more.
Treasury partners venture capital funds require high minimum buy-ins
Given their risky nature and low liquidity, treasury partners’ venture capital funds tend to have very high minimum investments, often $250,000 or more. These VC funds invest in early stage startups and are generally only suitable for qualified institutional investors or ultra high net worth individuals who can accept the risk.
In summary, while treasury partners offers investment vehicles suitable for investors across the wealth spectrum, most carry substantial minimum investment requirements, particularly its hedge funds and venture capital offerings. Even its mutual funds aimed at retail investors have minimums in the tens or hundreds of thousands.