LP Tools/Maximum Fund Commitment Calculator

Quick LP Calculator

Maximum Fund Commitment Calculator

Convert a single-fund concentration limit into dollars and remaining capacity.

For $4bn of AUM and a 1.5% limit, what is the maximum fund exposure if $42m is already invested?

Results

Fund capacity at a glance

Illustrative estimate based on the assumptions shown.

Maximum fund exposure

How it is calculated

Maximum fund exposure = total portfolio × maximum single-fund percentage

Remaining capacity is the maximum exposure less current exposure. This does not forecast future NAV changes.

What this tells you

Read the result in context

A portfolio-level cap can be converted into a practical dollar limit for underwriting and re-up decisions. Current NAV, commitment and NAV-plus-unfunded may produce different exposure views.

Frequently asked questions

What exposure basis should I use?

Use the basis specified by the policy limit—often current NAV, commitment or NAV plus unfunded.

Can current exposure exceed the maximum?

If it does, the position is already above the stated limit and this capacity calculator treats the input as infeasible.

Does the maximum change with markets?

Yes. A percentage of current AUM changes when the total portfolio denominator changes.

For educational and illustrative purposes only. This tool is not investment, legal, tax or accounting advice. Review actual fund documents and cash flows before making decisions.