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Adviser Profile

As of Date 07/02/2024
Adviser Type - Large advisory firm
Number of Employees 8 60.00%
of those in investment advisory functions 5 66.67%
Registration Texas, Terminated, 5/15/2019
Other registrations (1)
AUM* 1,224,570,737 101.27%
of that, discretionary 1,104,839,227 138.07%
Private Fund GAV* 477,879,946 -13.96%
Avg Account Size 153,071,342 101.27%
SMA’s Yes
Private Funds 4
Contact Info 832 xxxxxxx
Websites

Client Types

- Pooled investment vehicles
- Other

Advisory Activities

- Portfolio management for pooled investment vehicles

Compensation Arrangments

- A percentage of assets under your management
- Performance-based fees

Recent News

Reported AUM

Discretionary
Non-discretionary
464M 398M 331M 265M 199M 133M 66M
2019 2020 2021 2022 2023

Private Funds



Employees

Private Funds Structure

Fund Type Count GAV
Fund TypeHedge Fund Count4 GAV$477,879,946

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Brochure Summary

Overview

Voss Capital, LLC is a Texas limited liability company wholly owned and controlled by Travis Cocke with its principal place of business in Houston, Texas. Mr. Cocke is also the Chief Investment Officer (“CIO”). Voss was formed and has been in business since August 14, 2011. Voss provides discretionary investment advice to four private funds. Three private funds are organized as a Cayman Islands-based master-feeder structure: Voss Value Master Fund, LP, (the “Master Fund”), a Cayman Islands limited partnership, Voss Value Offshore Fund, Ltd., (the “Offshore Fund), a Cayman Islands exempted company, and Voss Value Fund, LP, a Delaware limited partnership (the “Onshore Fund”). The fourth private fund, Voss Value-Oriented Special Situations Fund, LP, is separate from the master-feeder structure and organized as a Delaware limited partnership. An affiliate of Voss, Voss Advisors, LP (“Onshore Fund GP”), acts as the general partner of the Onshore Fund and the Voss Value-Oriented Special Situations Fund, LP. An affiliate of Voss, Voss Advisors GP, LLC (“Master Fund GP, and together, with the Onshore Fund GP, the “General Partner”) acts as general partner of the Master Fund. Voss also serves separately managed accounts (“SMAs”) as both a discretionary and non-discretionary trading adviser over assets in private, segregated portfolio companies (the “SPC”) established by a third-party investment manager. References herein to a “Fund” or “Funds” in this brochure generally refer to the Master Fund, Offshore Fund, Onshore Fund and Voss Value-Oriented Special Situations Fund, LP, though extend to the SPC for Items 4,
5, 6, 7, 10, 11, 13, 14, and 15. The Funds interests are offered strictly to sophisticated investors, including, but not limited to, high net worth individuals, pension plans, funds of funds, family offices, endowments and other institutions. Voss provides investment advisory services to the Funds based on their particular investment objectives and strategies as described in their Fund Offering Documents. Currently, Voss provides advisory services to the Funds which are based on Voss’ fundamental analysis to select long and short equity-related investments for the Funds. The Funds’ objectives are to seek capital appreciation by investing in and trading securities, consisting principally of equity and equity-related securities that are traded publicly in the United States and non-United States markets. It is expected that the Master Fund will also engage in short selling, margin trading, hedging, securities lending, and other investment strategies, whereas the Voss Value-Oriented Special Situations Fund, LP will only engage in long positions. Additional information regarding the Funds in this brochure, including, but not limited to, their investments, the strategies used in managing the Funds, and conflicts of interest faced by Voss in connection with the management of the Funds can be found in the Fund Offering Documents. Voss does not participate in wrap fee programs. As of December 31, 2023, Voss manages $817,247,060 in Fund assets on a discretionary basis and $119,731,510 on a non-discretionary basis. Investors may request more current information at any time by contacting the Firm. 5| P a g e