Overview
Boldhaven was founded in October 2017 and began managing assets in June 2018. Boldhaven has
its principal place of business in London, United Kingdom. Ronald Sofer is the founder, Chief
Investment Officer and majority owner of Boldhaven.
Boldhaven manages a low net, concentrated, European focused equity long/short strategy with the
added ability to invest across the capital structure via liquid credit. Boldhaven employs a
fundamental investment approach, seeking to identify value dislocations on both the long and short
side. Boldhaven’s competency across asset classes gives us the capability to exploit broad structural
market opportunities and best express our investment thesis via the most favorable instrument.
Boldhaven’s goal is to achieve superior long-term absolute investment returns, primarily through
capital appreciation in all market conditions, while incurring less risk than the overall market.
Boldhaven serves as an investment adviser to Boldhaven Master Fund (the “Fund”), a master-feeder
structure organized under the laws and regulations of the Cayman Islands, and offers limited
partnership interests
in a private placement pursuant to Section 4(2) of the Securities Act of 1933,
as amended, and Regulation D. Boldhaven also acts as an investment adviser to separately managed
accounts (“SMAs”).
In providing such services to the Fund, Boldhaven formulates its investment objective, directs and
manages the investment and reinvestment of the Fund’s assets, and provides reports to Limited
Partners. Boldhaven manages the assets of the Fund in accordance with the terms of its governing
documents. Boldhaven has complete discretion and authority to manage and direct the investment
of capital for the Fund. Additional information on the Fund and a discussion on conflicts and risks
are available in the Fund’s private placement memorandum (“PPM”).
Boldhaven does not currently tailor its advisory services but could provide tailored services based
on the individual needs of clients in the future.
Boldhaven does not participate in or sponsor any wrap fee programs.
As of March 31, 2023, Boldhaven manages $710,105,541 of client assets on a discretionary basis.
Boldhaven does not manage any assets on a non-discretionary basis.