Overview
We were founded in 2008 by Robert J. Banks and since that time have offered investment
advisory services. At present, we are 100% owned by Seminole Holdings Group, LLC. The
principal owner (those who own 25% or more) of Seminole Holdings Group, LLC is Robert J.
Banks.
We provide discretionary portfolio management services to a small number of investment trusts
which are wholly owned by pension funds. These portfolio management services concern real
estate related loans, real estate equity investments and renewable energy related loans. Our
principal client relationship is with the Seminole Mortgage Trust.
Our advisory services are limited to advice regarding real estate related loans, real estate equity
investments and renewable energy project related investments. Portfolio investment decisions
are made according to the investment objectives
and risk tolerances of our clients, and also our
clients’ stated investment restrictions (if any) and special circumstances. As a relationship-
oriented firm, we emphasize individualized attention to a client’s assets and investment needs.
In addition, we have the ability to delegate any of our responsibilities under investment
management agreements with the Seminole Mortgage Trust. Pursuant to an Administrative
Services Agreement we have engaged Seminole Financial Services, LLC (“SFS”), one of our
affiliates, to provide certain administrative services required by our client in connection with
their investment activities. SFS’s compensation for such services is paid by us, not our client.
As of December 31, 2023, we managed $213,603,692 of client assets on a discretionary basis
and $0 of client assets on a non-discretionary basis.