Fund ManageMent Financial ServiceS
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Fund ManageMent Financial ServiceS

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Fund ManageMent Financial ServiceS Fund ManageMent Financial ServiceS Document Transcript

  • Fund ManageMent Financial ServiceS
  • 2 Our approach 4 Fund ManageMent 6 Financial ServiceS 8 Our experience
  • Southridge is a diversified financial holding company offering a wide range of products and services, including investment management, merchant banking, and investment banking. View slide
  • 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. 2 Southridge LLC Capabilities View slide
  • 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. 4 Southridge LLC Capabilities
  • 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. 6 Southridge LLC Capabilities
  • 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 brokerage Services research 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 8 Southridge LLC Capabilities
  • 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. executive Pavilion 90 grove Street ridgefield ct 06877 203 431 8300 fund management 203 431 8081 financial services 800 third avenue 9th Floor new York nY 10022 212 994 9870 fund management 212 508 2100 financial services info@southridgellc.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.
  • southridgellc.com southridgellc.com