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Adviser Profile

As of Date 03/21/2024
Adviser Type - Large advisory firm
Number of Employees 8 -33.33%
of those in investment advisory functions 6 -33.33%
Registration SEC, Approved, 07/06/2010
AUM* 753,860,554 -39.18%
of that, discretionary 146,941,106 -69.31%
Private Fund GAV* 43,671,498 -64.99%
Avg Account Size 23,558,142 -37.28%
% High Net Worth 56.25% 3.12%
SMA’s Yes
Private Funds 8
Contact Info 212 xxxxxxx
Websites

Client Types

- High net worth individuals
- Pooled investment vehicles
- Charitable organizations

Advisory Activities

- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses
- Selection of other advisers

Compensation Arrangments

- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees

Recent News

Reported AUM

Discretionary
Non-discretionary
1B 991M 826M 661M 495M 330M 165M
2015 2016 2017 2018 2019 2020 2021 2022 2023

Private Funds



Employees

Private Funds Structure

Fund Type Count GAV
Fund TypeHedge Fund Count4 GAV$27,109,780
Fund TypePrivate Equity Fund Count4 GAV$16,561,718

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Brochure Summary

Overview

Appomatox Advisory, Inc. (“Appomatox” or the “Firm”) was founded in 2005 by Susan Webb to address a void in the market for client driven, mul�-strategy por�olios with clear objec�ves for managing risk and return and providing conflict-free management and advice. Appomatox is an independent, woman and minority-owned, SEC registered investment advisor offering customized investment management services to meet both the performance and risk objec�ves of our clients – endowments, founda�ons, families, pension funds, and family offices. The Firm is 100% owned by Susan Webb. Type of Services Offered: The Firm is the investment advisor or sub-advisor to the following funds (together, “the Funds”): Archway Apprecia�on Fund Limited (“AAF”), Archway Linse Cap F1, L.P., BH Feeder, Inc., BHM Archway Feeder, L.P., Hatchlings Fund Ltd., MCP Linse Capital Fund I, Mon�cello Capital Partners Limited – Segregated Account MCP – Tiger PIP XI, and Mon�cello Capital Partners Limited – Segregated Account MCP – Tiger PIP XV. The Firm also serves as an Outsourced Chief Investment Officer managing global mul�-asset por�olios (“OCIO Client” and together with the Funds, the “Client”); and as a manager of Specialized Mandates (private equity,
credit por�olio, sustainable/ESG inves�ng). Appomatox may also perform various other services upon request such as reviewing specific investment opportuni�es or providing our views on the market. For example, Appomatox Investment Commitee Members may serve as advisory commitee members of client invested funds. Tailoring of Services: Appomatox, where appropriate, will work with our OCIO Clients to tailor its investment management services to serve those clients’ needs. Factors that Appomatox will consider when tailoring investment management services include, but are not limited to the:
• Risk/return appetite of the client,
• Size and diversification of existing assets,
• Liquidity constraints imposed by the client or other investments held by the client,
• Cash requirements. Discre�onary and Non-Discre�onary Assets: In general, when Appomatox provides investment management services on customized por�olios that are non-discre�onary, OCIO Clients may impose restric�ons on certain investments. The breakdown of Firm assets under management (“AUM”) that are discre�onary and non-discre�onary are as follows (as of 12/31/2023): 1. Discretionary - $ 146,941,105 2. Non-Discretionary - $ 606,919,448