APPOMATTOX ADVISORY, INC other names

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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, 7/6/2010

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:

+

Advisory Activities:

+

Compensation Arrangments:

+

Reported AUM

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

Recent News



Private Funds Structure

Fund Type Count GAV
Hedge Fund 4 $27,109,780
Private Equity Fund 4 $16,561,718

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Private Funds



Employees




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