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Fund Manager

Fern Financial

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Fern Financial

Fund Manager

Primary Strategy: Private Equity

Year Founded: 2022

Number of Employees: 3

Ownership: Privately Held

Year End: December

Description

Fern Financial was created with the fiduciary mindset that our clients come first. Our goal is to be there for each of our clients during every step of their financial journeys. Every service is designed to help our clients simplify their financial lives, build upon their assets, and protect their wealth. Fern Financial primarily serves athletes and their families, professionals in sports, and ent

Contact

Website: Link to website

LinkedIn: linkedin.com/company/fernfinancial

Date

As of: September 30, 2025

Key Metrics

See data over time

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Business mix

Mix of Private Fund AUM ($M)

By geography
By strategy
By fund size
By fund vintage

Leadership and Fund Service Providers

Key Management

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Fund Service Providers

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Key Metrics

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Key Metrics

Chart view

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Top fund structures by AUM

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See All Funds

Current Service Providers

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Switches

Last 12 months

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