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Adviser Profile

As of Date 03/29/2024
Adviser Type - Large advisory firm
Number of Employees 5
of those in investment advisory functions 3
Registration SEC, Approved, 12/9/2022
AUM* 666,407,711 31.64%
of that, discretionary 666,407,711 31.64%
Private Fund GAV* 666,407,711 31.64%
Avg Account Size 222,135,904 31.64%
SMA’s No
Private Funds 1
Contact Info (78 xxxxxxx

Client Types

- Pooled investment vehicles

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
725M 621M 518M 414M 311M 207M 104M
2022 2023

Private Funds



Employees

Private Funds Structure

Fund Type Count GAV
Fund TypeHedge Fund Count1 GAV$666,407,711

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Brochure Summary

Overview

LFCM was founded in 2013 and it is wholly-owned by Long Focus Capital Holdings Inc. which is wholly owned by John B. Helmers. LFCM provides discretionary investment advice to its clients, including U.S. and non-U.S. private investment funds that operate in a master-feeder structure. These private investment funds are Long Focus Capital, LLC (the “Onshore Feeder”), Long Focus Capital Offshore, Ltd. (the “Offshore Feeder” and collectively with the Onshore Fund, the “Feeder Funds”) and Long Focus Capital Master, Ltd. (the “Master Fund” and together with the Onshore Feeder and the Offshore Feeder, the “Private Funds,” or the “Funds” and each, a “Private Fund” or a “Fund”). The Feeder Funds will invest all their assets in, and conduct all their investment and trading activities through, the Master Fund. The Funds will not be required to be registered under the Investment Company Act of 1940, as amended (the “1940 Act”), because they will rely on the Section (3)(c)(7) exclusion from the definition of investment company under the 1940 Act. Investments in the Feeder Funds will be privately offered only to eligible investors. See Item 7 below for information about eligible investors. See Item 8 below
for a discussion of investment strategies, methods of analysis employed by LFCM in managing the Funds and a summary of material risks related to those investment strategies and methods of analysis. LFCM’s affiliate, Long Focus Capital Partners LLC (“Long Focus Capital Partners”) is the manager (the “Manager”) of the Onshore Feeder and, in that capacity, has delegated to LFCM discretionary authority to manage all investment and trading activities of the Offshore Fund, and for the Offshore Fund’s administration and day-to-day business operations. The relationship between LFCM and the Funds will be governed by the Funds’ operating agreements, and the Feeder Funds’ confidential offering memoranda (each a “Memorandum”), subscription agreements, and any exhibits, supplements or amendments thereto (all the foregoing, collectively, the “Offering Documents”) and the terms of the investment advisory agreement between LFCM and the Funds. The Funds’ investment objectives and restrictions will be set forth in the Offering Documents. LFCM does not participate as manager or investment adviser in any wrap fee programs. As of December 31, 2023, LFCM manages $666,407,711 of “Regulatory Assets Under Management” on a discretionary basis.