9AT: APPOMATTOX ADVISORY, INC

other names

APPOMATTOX ADVISORY, INC

Adviser Profile

As of Date	03/27/2026
ADV Location	NEW YORK, NY, United States
Adviser Type - Large advisory firm
Number of Employees	6 -25%
of those in investment advisory functions	4 -33%
Registration	SEC, Approved, 07/06/2010

AUM^*	425,626,549 -44%
of that, discretionary	68,402,730 -53%
Private Fund GAV^*	37,961,057 -12%
Avg Account Size	19,346,661 -18%
% High Net Worth	63.64% 13%
SMA’s	Yes
Private Funds	8 1
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

Fund Type	Count	GAV
Fund TypeHedge Fund	Count3	GAV$15,836,852
Fund TypePrivate Equity Fund	Count4	GAV$18,974,205
Fund TypeOther Private Fund	Count1	GAV$3,150,000

Adviser	Hedge Fund	Liquidity Fund	Private Equity Fund	Real Estate Fund	Securitized Asset Fund	Venture Capital Fund	Other Fund	Total Private Fund GAV	AUM	#Funds
Adviser COALESCENCE PARTNERS INVESTMENT MANAGEMENT LP	Hedge Fund274.5m	Liquidity Fund-	Private Equity Fund50.7m	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV325.2m	AUM326.6m	#Funds5
Adviser HINES CAPITAL ADVISORS LLC	Hedge Fund2.4b	Liquidity Fund-	Private Equity Fund3.7b	Real Estate Fund26.4m	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV6.2b	AUM4.4b	#Funds10
Adviser ATTINGER, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund186.6m	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund279.9m	Total Private Fund GAV466.4m	AUM394.5m	#Funds8
Adviser NEWPORT GLOBAL ADVISORS L.P.	Hedge Fund45.3m	Liquidity Fund-	Private Equity Fund66.3m	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV111.6m	AUM174.8m	#Funds5
Adviser PROPHET CAPITAL ASSET MANAGEMENT	Hedge Fund1.1b	Liquidity Fund-	Private Equity Fund727.7m	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV1.8b	AUM3.3b	#Funds13
Adviser SPECTRUM GROUP MANAGEMENT	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM176.0m	#Funds-
Adviser PABRAI INVESTMENT FUNDS	Hedge Fund1.1b	Liquidity Fund-	Private Equity Fund24.7m	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV1.1b	AUM1.1b	#Funds6
Adviser HG VORA CAPITAL MANAGEMENT, LLC	Hedge Fund7.5b	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV7.5b	AUM7.6b	#Funds25
Adviser FJ CAPITAL MANAGEMENT LLC	Hedge Fund765.3m	Liquidity Fund-	Private Equity Fund72.6m	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV837.9m	AUM1.0b	#Funds6
Adviser PERMIRA INVESTMENT ADVISERS LIMITED	Hedge Fund60.0b	Liquidity Fund-	Private Equity Fund8.2b	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund97.4m	Total Private Fund GAV68.3b	AUM-	#Funds79

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

APPOMATTOX ADVISORY, INC

Adviser Profile

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