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Adviser Profile

As of Date 06/04/2024
Adviser Type - Large advisory firm
Number of Employees 7 16.67%
of those in investment advisory functions 5 25.00%
Registration SEC, Approved, 6/21/2019
AUM* 723,903,328 63.93%
of that, discretionary 723,903,328 63.93%
Private Fund GAV* 485,204,675 22.71%
Avg Account Size 144,780,666 63.93%
SMA’s Yes
Private Funds 2
Contact Info 617 xxxxxxx
Websites

Client Types

- Pooled investment vehicles
- Corporations or other businesses not listed above

Advisory Activities

- Portfolio management for pooled investment vehicles
- Portfolio management for businesses

Compensation Arrangments

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

Recent News

Reported AUM

Discretionary
Non-discretionary
442M 379M 315M 252M 189M 126M 63M
2019 2020 2021 2022 2023

Private Funds



Employees

Private Funds Structure

Fund Type Count GAV
Fund TypeHedge Fund Count2 GAV$485,204,675

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Top Holdings

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Stck Ticker457669907 Stock NameINSMED INC (CALL) $ Position$16,750,000 % Position4.00% $ Change # Change
Stck Ticker29479A108 Stock NameERASCA INC $ Position$18,447,945 % Position4.00% $ Change3901.00% # Change3392.00%
Stck Ticker61775R105 Stock NameMORPHIC HLDG INC $ Position$16,568,445 % Position4.00% $ Change-3.00% # Change0.00%
Stck TickerM96088105 Stock NameUROGEN PHARMA LTD $ Position$18,491,560 % Position4.00% $ Change142.00% # Change117.00%
Stck Ticker46116X101 Stock NameINTRA-CELLULAR THERAPIES INC $ Position$13,173,709 % Position3.00% $ Change447.00% # Change453.00%
Stck Ticker15117B202 Stock NameCELLDEX THERAPEUTICS INC NEW $ Position$13,875,419 % Position3.00% $ Change10.00% # Change25.00%
Stck Ticker00973Y108 Stock NameAKERO THERAPEUTICS INC $ Position$14,664,541 % Position3.00% $ Change45.00% # Change56.00%

Brochure Summary

Overview

A. The Adviser, an investment advisory firm located in Boston, Massachusetts, advises on investing in and actively manages primarily a long-short equity and equity derivatives investment portfolios. The Adviser’s principal investment objective is to seek to maximize total return for the Clients primarily through the capital appreciation of their investments. In attempting to achieve this investment objective, the Adviser expects to invest in, hold, sell, sell short and trade equity securities, equity derivatives, exchange traded funds (“ETFs”), ETF derivatives and PIPEs (private investment in public equities). The Adviser may also engage in other financial instruments including, but not limited to, currency swaps for hedging purposes. The Adviser was formed in 2019 and is a Delaware limited liability company but the Adviser has been operating the advisory business through certain affiliates since 2012. Devesh Gandhi is the sole principal owner of the Adviser. B. The Adviser provides investment advisory services to pooled investment vehicles operating as private funds for sophisticated, qualified investors, including high net worth individuals, retirement plans, trusts, partnerships, corporations, or other businesses (each, the “Fund” and, collectively, the “Funds”) and separately managed accounts (each an “SMA,” Funds and SMAs collectively referred to as “Clients”). The governing documents of each Fund may also provide for the establishment of parallel or other alternative investment vehicles in certain circumstances. Fund investors may participate in such vehicles for the purposes of certain investments, and if formed, such vehicles would also become Clients of the Adviser. The Adviser’s investment objective is to seek to maximize total return primarily through the capital appreciation
of its investments. In attempting to achieve this investment objective, the Adviser expects to invest in, hold, sell, and trade equity securities, equity derivatives, exchange traded funds, and other related financial instruments, although the Adviser also expects that it may invest in a number of other asset classes and/or financial instruments, as further described below. The Adviser primarily expects to take long positions in equity securities, or in other assets it believes are undervalued, and short positions in equity securities, or in other assets the Adviser believes are overvalued. The Adviser expects the majority of its investments will be focused in the United States, but also expects to invest in other developed markets. The Adviser may consider investments in companies in less developed markets on an opportunistic basis. C. While each of its Clients generally follows the strategy stated above, the Adviser may tailor the specific advisory services with respect to each Client based on the particular investment objectives and strategies described in the applicable Client’s confidential offering memorandum, if any, and governing documents, including Fund’s operating agreement, or the investment management agreement of the SMA (referred to collectively as “Governing Documents”). All discussion of the Clients in this Brochure, including but not limited to their investments, the strategies used in managing the Clients, and conflicts of interest faced by the Adviser in connection with the management of the Clients are qualified in their entirety by reference to each Client’s respective Governing Documents. D. The Adviser does not participate in wrap fee programs. E. As of December 31, 2023, the Adviser manages $538,709,225 in discretionary assets.