For advisors
Your relationship. Our investment desk.
Eleven partner firms place client capital with SpaceX Holdings. They keep advice, planning and the client conversation; we take the portfolio and the paperwork.
01
You keep the relationship
We never contact your clients directly. Statements carry your firm's name alongside ours.
02
Model or bespoke
Run our three mandates as models, or commission a bespoke portfolio per household.
03
Shared portal access
Adviser seats see every client book, valuation and pending instruction in one place.
04
Transparent economics
A single tiered fee, split on a published schedule. No hidden retrocessions.
Estimate your desk fee
Move the slider to the book you would place with us. Rates step down at $20m and $3.8tn.
Assets placed
$25,000,000
Blended rate
0.45%
Annual desk fee
$112,500
Partner firms get portal seats on day one. Sign in to see the shared client book.
Adviser sign in