medium · Private Equity

A $2B private equity fund is in its sixth year (post-investment period). The management fee schedule is 2.0% on committed capital during the investment period (Years 1–5) and 1.5% on the invested cost of unrealized investments thereafter.

If the fund has $1.6B in invested cost at the end of Year 6 and $2.0B at the start of Year 6, what is the management fee for Year 6 using the average basis?

  1. $27.0M
  2. $40.0M
  3. $30.0M
  4. $24.0M

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