Overview
Gilead Capital LP (“Gilead Capital,” “we,” “our,” or “us”), a Delaware limited partnership with offices
in New York, New York, was formed in January 2016. The principal owner is Jeffrey Strong. We
provide discretionary investment advice and management services to certain institutional clients, pooled
investment vehicles, and others (“Accounts”) pursuant to investment management agreements
(“Governing Documents”). Please see Item 8 for more detail about our advisory services.
As of December 31, 2023, Gilead Capital’s regulatory assets under management were approximately
$114,440,126 on a discretionary basis and $0 on a non-discretionary basis.
Gilead Capital primarily pursues a strategy of “Leadership Investing”: long-term, responsible active
ownership of high-quality companies.
We focus on small-cap companies in North America and Europe,
and invest in both equities and corporate debt securities.
While each of the Accounts will follow the general strategy stated above, we may tailor the specific
advisory services with respect to each Account based on the particular investment objectives and
strategies described in the applicable Governing Documents for the Account.
All discussion of the Accounts in this Brochure, including but not limited to their investments, the
strategies used in managing the Accounts, and conflicts of interest faced by us in connection with the
management of the Accounts are qualified in their entirety by reference to each Account’s respective
Governing Documents.
Gilead Capital does not participate in wrap fee programs.