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Adviser Profile

As of Date 10/03/2024
Adviser Type - Large advisory firm
Number of Employees 2 100.00%
of those in investment advisory functions 1
Registration SEC, Approved, 01/25/2021
Other registrations (2)
AUM* 894,483,077 244.19%
of that, discretionary 894,483,077 244.19%
Private Fund GAV* 588,508,925 219.31%
Avg Account Size 149,080,513 14.73%
SMA’s Yes
Private Funds 1
Contact Info 646 xxxxxxx

Client Types

- Pooled investment vehicles
- Other investment advisers

Advisory Activities

- Portfolio management for pooled investment vehicles
- Portfolio management for businesses

Compensation Arrangments

- A percentage of assets under your management
- Performance-based fees

Recent News

Reported AUM

Discretionary
Non-discretionary
260M 223M 186M 149M 111M 74M 37M
2020 2022 2023

Private Funds



Employees

Private Funds Structure

Fund Type Count GAV
Fund TypeHedge Fund Count1 GAV$588,508,925

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Brochure Summary

Overview

A. Principal Owners and Background 8 Knots Management, LLC (the “Adviser”) was founded in April 2019 to provide investment advisory services to private funds, institutional clients and high net worth individuals. The Adviser is owned and controlled by Scott J. Green (the “Principal”). B. Types of Advisory Services The Adviser currently provides advisory services to a commingled pooled vehicle, 8 Knots Fund, LP (the “Fund”). 8 Knots GP, LP is the General Partner of the Fund (“General Partner”) and the Adviser is the general partner of the General Partner. Scott J. Green is the sole owner of 8 Knots Management, LLC. The Fund is a long-short equity fund with a broad investment mandate, primarily focused on U.S. healthcare equities. The Adviser’s investment advisory services to the Fund includes investigating, analyzing and structuring potential investments, monitoring the performance of portfolio investments, and advising the Fund as to disposition opportunities. The Adviser tailors its advisory services to the Fund in accordance with the Fund’s investment strategy, as disclosed in the Fund’s private placement memorandum, investment management agreement and partnership agreement (the “Governing Fund Documents”). Additionally, the Adviser currently provides portfolio management services to institutional clients and high net worth individuals that (i) qualify as accredited investors, as defined in Rule 501 under the Securities Act of 1933,
as amended (the “1933 Act”), (ii) qualify as qualified institutional buyers, as defined in Rule 144(A)(a)(1) under the 1933 Act, or (iii) have a net worth of not less than $5,000,000 (each a “SMA Client”) and together with the Fund, each a “Client”). The Adviser may offer investment advisory services to other types of clients in the future. The Adviser has a broad investment mandate with respect to each SMA Client. C. Tailoring of Advisory Services As noted in Item 4(B) above, with respect to the Fund, the Adviser tailors the advisory services provided to the Fund to meet the investment strategy set forth in the Fund’s Governing Fund Documents. Additionally, pursuant to the Investment Management Agreement with the Fund, the Adviser has broad investment discretion and does not tailor its advisory services to the needs of the individual investors in the Fund, and investors may not impose restrictions on the securities or types of securities in which the Fund invests. With respect to the separately managed accounts, the Adviser may allow certain tailoring and restrictions on a SMA Client-by-SMA Client basis, pursuant to an investment management agreement with each individual investor and at the discretion of the Adviser. D. Wrap Fee Programs The Adviser does not participate in wrap fee programs. E. Assets Under Management As of December 31, 2023, the Adviser had $588,508,925 of assets under management on a discretionary basis.