Appomattox Advisory, Inc. (“Appomattox” or the “Firm”) was founded in 2005 by Susan Webb
to address a void in the market for client driven, multi-strategy portfolios with clear objectives
for managing risk and return and providing conflict-free management and advice.
Appomattox is an independent, woman and minority-owned, SEC registered investment
advisor offering customized investment management services to meet both the performance
and risk objectives of our clients – endowments, foundations, families, pension funds, and
family offices. The Firm is 100% owned by Susan Webb and Oscar Gil.
Type of Services Offered:
The Firm is the investment advisor or sub-advisor to the following funds (together, “the
Funds”): Archway Appreciation 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, Monticello
Capital Partners Limited – Segregated Account MCP – Tiger PIP XI, and Monticello Capital
Partners Limited – Segregated Account MCP – Tiger PIP XV.
The Firm also serves as an Outsourced Chief Investment Officer managing global multi-asset
portfolios (“OCIO Client” and together with the Funds, the “Client”); and as a manager of
Specialized Mandates (private equity, credit portfolio, sustainable/ESG
investing).
Appomattox may also perform various other services upon request such as reviewing specific
investment opportunities or providing our views on the market. For example, Appomattox
Investment Committee Members may serve as advisory committee members of client
invested funds.
Tailoring of Services:
Appomattox, where appropriate, will work with our OCIO Clients to tailor its investment
management services to serve those clients’ needs. Factors that Appomattox 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.
Discretionary and Non-Discretionary Assets:
In general, when Appomattox provides investment management services on customized
portfolios that are non-discretionary, OCIO Clients may impose restrictions on certain
investments. The breakdown of Firm assets under management (“AUM”) that are
discretionary and non-discretionary are as follows (as of 12/31/2022):
1. Discretionary - $ 478,863,395
2. Non-Discretionary - $ 768,886,197
APPOMATTOX ADVISORY, INC. – FORM ADV PART 2