Southridge is a diversified
financial holding company
offering a wide range of
products and services, including
merchant banking, and
Southridge’s offerings are delivered
through two primary divisions.
Fund Management – Devoted to various
proprietary financial strategies and products,
including structured finance, quantitative
methods, and asset-based lending.
Financial Services – Providing investment
banking, asset management, and brokerage
products and services.
Flexible Our integrated network of offerings presents
reSpOnSive high net worth individuals and institutional
reSilient investors with a premium growth environment.
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StruCtureD tO reaLize CLient anD inveStOr ObjeCtiveS
At Southridge, we strive to build long-term We partner with our investee companies by
relationships with our clients through a building customized solutions that meet their
methodology that includes assessing each capital and operating needs. We do not rest
investor’s objectives and risk tolerances, on past achievements, rather we prove our
developing customized personal or commitment every day by continually looking
institutional investment strategies, and ahead at market trends and creating new
executing with efficiency. opportunities to deliver consistent returns.
Fund Southridge offers a group of
ManageMent innovative proprietary investment
funds providing high net worth
individuals and institutional investors
unique areas for exceptional growth.
Southridge structures its funds to
achieve maximum returns with limited
downside risk in adverse conditions,
provides transparency at all times,
and executes with integrity.
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aLternative inveStMent StrateGieS
Structured Finance Quantitative MethodS
Southridge Partners L.P./Southshore Capital Double Alpha Group LLC is a quantitative trading
Fund Ltd. specializes in offering creative firm utilizing statistical arbitrage techniques
financing structures and investment capital to to generate risk-adjusted premium returns on the
global public issuers across diverse industries. long and short side while maintaining a near
Product offerings and structures are distinct from market neutral portfolio. Proprietary quantitative
other funds. Transactions are structured in a way modeling enables this fund to identify pricing
which provides consistent, above-average returns inefficiencies, offering the opportunity for
while balancing the needs of client companies. instantaneous execution and profit when prices
revert to their historical relationship.
aSSet-baSed Lending Southridge Market Neutral US, L.P. is
Southridge Real Estate Partners, LP/Southshore “Quantitative Market Neutral, but not as you
Real Estate Fund, Ltd. manages a portfolio know Quant or Market Neutral.” Focusing on
of secured real estate loans designed to take what works and why, the strategy is objective
advantage of evolving trends in the market. trend-following instead of subjective mean
Focusing on providing capital to non-traditional reversion. Investing in US large/mid caps, the
structures, the Funds make short-term loans strategy uses no leverage or factor hedging.
secured by real estate, and provide professional Nonetheless risk/return profile is similar to 6:1
real estate investment loan management. leveraged market neutral funds, but with low
correlation and smaller footprint.
Participation in these funds is available to accredited investors only. the securities offered by each investment vehicle managed by Southridge and Double alpha Group LLC
are speculative securities, and their purchase involves a high degree of risk. You should consider all risk factors before investing in any securities of any investment vehicle.
Please refer to the “risk factors” section of the investment vehicle’s private placement memorandum.
these summaries are for informational purposes only and do not represent an offer to sell or a solicitation of an offer to buy interests in these funds. Such offerings can
only be made through the private placement memorandum.
Financial Supporting our integrated suite
ServiceS of financial services, our team
of sophisticated investment professionals
tailor personalized plans and
execute transactions that meet the
individual needs and risk tolerances
of each of our clients.
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interCOnneCteD, FuLL–ServiCe inveStMent OPPOrtunitieS
inveStMent banking aSSet ManageMent
Southridge Investment Group LLC provides Southridge Asset Management LLC is a
investment banking products and services Registered Investment Advisor providing
to emerging growth, small and mid-sized consulting, advisory, and fee-based asset
companies, as well as institutional investors. and fund management services in the
Our offerings include: following areas:
Private Placements Managed accounts
Public offerings asset allocation Strategies
Mergers & acquisitions Wealth Preservation and estate Planning
Financial advisory Fixed income Strategies
restructuring and Workouts retirement Planning
valuations and Fairness opinions insurance and annuities
recapitalizations education Funding
Southridge investment Group LLC is an SeC registered broker/Dealer, Member Finra/SiPC.
Southridge asset Management LLC is an SeC registered investment advisor.
transactions are cleared through, and assets held by, Pershing LLC, a wholly-owned subsidiary of the bank of new York Mellon Corporation.
Pershing is a Member Finra/SiPC.
together for a decade, Southridge’s
core executive team has refined
distinct financial strategies that
leverage our intuitive understanding
of the marketplace.
Southridge’s track record has been fueled by combining
extraordinary talent with highly personalized service.
Our dynamic cadre of investment managers, advisors,
and brokers consistently evaluate each client’s goals,
plan personal or institutional investment strategies, and
structure transactions designed to meet investment goals
while minimizing risks.
Partner with us and gain from our unique approach.
as we continue to enhance our experienced
capabilities, the success of our clients innOvative
remains our primary focus. individualized
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Southridge currently manages
assets for an exclusive list
of high net worth individuals
and institutional investors,
and is actively creating
new growth opportunities
in established as well as
emerging financial channels.
contact us to learn more.
90 grove Street
ridgefield ct 06877
203 431 8300 fund management
203 431 8081 financial services
800 third avenue
new York nY 10022
212 994 9870 fund management
212 508 2100 financial services
email@example.com | southridgellc.com
Southridge investment group LLc is an Sec registered broker/dealer, Member Finra/SiPc.
Southridge asset Management LLc is an Sec registered investment advisor.