Women owned and operated partnership focused on creating innovative hedged equity strategies.

  • Auditors:     Elliott Davis Decosimo   (PCAOB)
  • Custodian:     WinTrust Funds Group
  • Prime Broker:   TD Ameritrade
  • Administrator:  Trident Trust
  • Legal Advisors:  Sadis Goldberg, LLP
  • Compliance:    Lexington Compliance
  • Minimum Investment:    $500,000
  • Contribution Frequency:  Monthly (First of Month)
  • Withdrawals:  90 day notice
  • Redemptions:  90 day notice after first year
  • Redemptions within the first year are subject to 2% redemption fee

Contributions/Withdrawals/Redemptions

Third Party Service Providers

General Partner:  Sorelle Asset Management, LLC