/ABOUT US
We preserve and grow family wealth through expertise and transparency
Founded in 2010, Primo Fund was born from the extensive wealth management and entrepreneurial experience accumulated by our family over the years. In response to the global financial crisis of 2008, our founder assembled a highly qualified team to take a more hands-on approach to managing family wealth and investments, with a strong emphasis on liquidity and transparency.
Our primary mission is to preserve and grow family assets while sharing valuable insights, lessons, and investment opportunities. The fund operates with a carefully selected group of investors who prioritize privacy, trust, and transparency.
/FUNDS OVERVIEW
We offer two customized options to help you manage your assets
PRIMO DEFENSIVE INCOME OPTIONS FUND
Conservative options strategy designed to gain market exposure while generating income through premium collection from option sales. This approach seeks to deliver consistent returns with managed risk.
The portfolio is diversified across equities and options from global markets, with a focus on developed countries. We concentrate on companies with a market capitalization of $10 billion or more, ensuring stability and resilience in our investments.
PRIMO FIXED INCOME
Focused on high-quality U.S. dollar-denominated corporate bonds. We select bonds based on rigorous macroeconomic assessments combined with a diversified geographical allocation. This approach is designed to mitigate risk and optimize returns, while maintaining a strong emphasis on liquidity.
/TEAM
30+ years of investment experience
Our leadership brings over 30 years of investment experience, with a management team that has been working together seamlessly for more than a decade. The team is complemented by dedicated compliance officers, a skilled back-office staff, and client relations professionals. Additionally, we have a specialized group of analysts and traders who provide comprehensive coverage of global markets, ensuring our strategies are informed, disciplined, and responsive.
/FIDUCIARY STRUCTURE
LEGAL STRUCTURE
Bahamian Professional Fund
LICENSED AND REGULATED
Securities Commission of The Bahamas
ADMINISTRATOR
UBS
AUDITOR
Baker Tilly International
AUM
500 MM USD
LIQUIDITY
Monthly
ADMINISTRATION FEE
PRIMO Fixed Income – 0.75% p.a.
PRIMO Defensive Income Options Fund – 1% p.a.
PERFORMANCE FEE
20% High Water Mark