Partnership begins with a conversation.
Our investment process is designed to ensure alignment between your objectives and our strategies. We welcome conversations with qualified investors seeking systematic, risk-managed exposure to global markets through our quantitative approach.
Qualified investor categories.
Cavari Capital is available to qualified wholesale and sophisticated investors with a minimum investment of $250,000. Wholesale investors must meet specific regulatory criteria through direct investment or verified qualification.
Wholesale Investors
Qualify through either: (1) investing $500,000 or more, or (2) providing a Qualified Accountant's Certificate confirming net assets of at least $2.5 million or gross income of at least $250,000 for each of the last two financial years.
Sophisticated Investors
Individuals with substantial investment portfolio experience and demonstrated understanding of investment risks. Minimum investment of $250,000 required.
Institutional Allocators
Pension funds, insurance companies, and asset managers allocating capital to diversified investment strategies. Base minimum of $250,000 with customised structures available for larger allocations.
Family Offices & Superannuation
Family office structures and self-managed superannuation funds seeking professional management and regulatory compliance. Minimum $250,000 with tailored arrangements for larger allocations.
Four steps to partnership.
Initial Discussion
Confidential conversation to understand your objectives, risk tolerance, investment horizon, and specific requirements for allocation.
Due Diligence
Access to detailed strategy documentation, audited performance data, risk frameworks, market outlook, and reference calls with existing investors.
Documentation
Subscription agreements, compliance requirements, AML/KYC documentation, and onboarding procedures to ensure regulatory adherence.
Allocation & Support
Capital deployment, ongoing reporting, investor communications, quarterly calls, and dedicated investor relations support throughout partnership.
Transparent fee structure and terms.
Ready to explore partnership?
Our investment team is available to discuss your allocation requirements, strategy objectives, and any questions about our fund structure and investment approach.