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Adviser Profile

Registration status Terminated
As of Date 03/29/2024
Adviser Type - Large advisory firm
Number of Employees 4
of those in investment advisory functions 4
AUM* 478,887,149
of that, discretionary 478,887,149
Private Fund GAV* 0 -100.00%
Avg Account Size 79,814,525
SMA’s No
Private Funds 0 2
Contact Info 212 xxxxxxx
Websites

Client Types

- Pooled investment vehicles
- Charitable organizations
- Sovereign wealth funds and foreign official institutions

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
481M 412M 343M 275M 206M 137M 69M
2019 2020 2021 2022 2023

Private Funds



Employees

Brochure Summary

Overview

Akaris Global Partners, LP is a Delaware limited partnership formed in 2018 by Aman Kapadia (the “Principal Owner”). In July 2019, the Company registered with the SEC as an investment adviser. Akaris Global is an adviser to private funds (the “Funds”) and managed accounts (the “Separately Managed Accounts”), (together, the “Clients” or “Client Accounts”). Its principal strategy is focused on concentrated, global, longer term investments. Akaris Global seeks to compound capital at attractive absolute rates of return over the long-term by investing in high-quality, growing businesses led by top-tier managers, and allocating capital to dislocations. Akaris Global intends to focus on generating fundamentally-based ideas in the technology, media and telecom, industrials, and consumer industries, while remaining opportunistic across asset classes and industries where investments have attractive asymmetric return profiles. The investments are expected to consist primarily of equity securities (including equity-linked derivatives), but Akaris Global may also invest in a broad range of financial instruments, including exchange-traded and over- the-counter (OTC) equity securities, bonds, convertible bonds, preferred stock, bank debt and credit default swaps. Further, Akaris Global may invest in securities of both the secondary and new issue markets. Information about the Clients included in this brochure is qualified in its entirety by information in the confidential private placement memoranda, investment management agreements, limited partnership agreements, and other governing documents (the “Governing Documents”) of the Fund or Separately Managed Account. Investors and prospective investors in the Funds should refer to the Governing Documents for complete information on the investment objectives and investment restrictions with respect to the Funds. There is no assurance that any of the Funds’ investment objectives will be achieved. This brochure is designed solely to provide information about Akaris Global and should not be considered to be an
offer of interests in any Akaris Global Funds. Any such offer may be made only by delivery to the prospective investor of the Governing Documents of the relevant Fund under consideration. Akaris Global also provides investment and advisory services to Separately Managed Accounts. Such services are provided pursuant to the agreed upon investment guideline terms set forth in the investment management agreement. Unlike investors in the Funds, Separately Managed Account clients may impose reasonable mandates, guidelines, or restrictions relating to investments. For example, Separately Managed Account clients may impose limits on concentration, risk, exposure, and liquidity that may be different from those in the Funds. A Separately Managed Account client directly owns the positions in its separately managed account; therefore, the Client will typically have full, real-time transparency to all transactions and holdings in such account, and may be better able to assess the future prospects of a portfolio that is substantially similar to the portfolios of the Funds. The account owner in a separately managed account typically has the right to withdraw all or a portion of their capital from such managed account on shorter notice and/or with more frequency than the terms applicable to an investment in the Funds. Akaris Global may advise other Separately Managed Accounts in the future. Akaris Global currently provides advice to Clients, but reserves the right to provide advice to other types of clients. The privately offered pooled investment vehicles that Akaris Global manages have a master-feeder structure, and Akaris Global does not tailor investments by the Funds to meet the individual needs of investors in the pools. Any other client accounts would be managed in accordance with the client’s stated investment strategies, objectives, restrictions, and any other agreed upon guidelines. The amount of client regulatory assets that Akaris Global advises or manages on a discretionary basis, as of December 31, 2022 is approximately $478,887,149.