other names
{{ Info.Overview }}
Revenue {{ Info.Revenue | formatUSD }}
Headquarters {{ Info.Headquarters }}

Adviser Profile

As of Date 03/19/2024
Adviser Type - Large advisory firm
- An investment adviser (or subadviser) to an investment company
Number of Employees 8
of those in investment advisory functions 4
Registration SEC, Approved, 2/5/2009
AUM* 353,447,082 20.00%
of that, discretionary 353,447,082 20.00%
Private Fund GAV* 276,161,335 19.33%
Avg Account Size 70,689,416 115.99%
% High Net Worth 20.00% 80.00%
SMA’s Yes
Private Funds 3
Contact Info 205 xxxxxxx
Websites

Client Types

- High net worth individuals
- Investment companies
- Pooled investment vehicles

Advisory Activities

- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- 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
381M 326M 272M 218M 163M 109M 54M
2015 2016 2017 2018 2019 2020 2021 2022 2023

Private Funds



Employees

Private Funds Structure

Fund Type Count GAV
Fund TypeHedge Fund Count3 GAV$276,161,335

Similar advisers

Adviser Hedge Fund Liquidity Fund Private Equity Fund Real Estate Fund Securitized Asset Fund Venture Capital Fund Other Fund Total Private Fund GAV AUM #Funds
Adviser O'NEIL GLOBAL ADVISORS, INC. Hedge Fund25.0m Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV25.0m AUM380.8m #Funds3
Adviser TAYLOR HOFFMAN WEALTH MANAGEMENT, LLC Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM304.3m #Funds-
Adviser ENHANCING CAPITAL LLC Hedge Fund17.1m Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV17.1m AUM297.7m #Funds1
Adviser VALUEWORKS, LLC Hedge Fund162.0m Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV162.0m AUM312.1m #Funds1
Adviser FOREST HILL CAPITAL, LLC Hedge Fund224.8m Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV224.8m AUM258.2m #Funds2
Adviser BREAKOUT CAPITAL PARTNERS Hedge Fund931.8m Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV931.8m AUM616.1m #Funds3
Adviser SIENA CAPITAL PARTNERS GP, LLC Hedge Fund323.0m Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV323.0m AUM323.0m #Funds1
Adviser LIZARD INVESTORS LLC Hedge Fund29.5m Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV29.5m AUM268.0m #Funds1
Adviser RESOLUTE GLOBAL PARTNERS, LTD. Hedge Fund317.8m Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV317.8m AUM317.8m #Funds1
Adviser EMPIRICAL ASSET MANAGEMENT, LLC Hedge Fund1.3m Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV1.3m AUM328.7m #Funds1

Top Holdings

Stock Ticker Stock Name $ Position % Position $ Change # Change
Stck Ticker084670702 Stock NameBerkshire Hathaway Inc. $ Position$46,765,728 % Position36.00% $ Change-3.00% # Change0.00%
Stck TickerG9001E128 Stock NameLiberty Latin America LTD - CL C $ Position$28,139,991 % Position21.00% $ Change38.00% # Change0.00%
Stck Ticker344419106 Stock NameFomento Economico Mexicano S.A.B. de C.V. ADR $ Position$26,697,954 % Position20.00% $ Change-17.00% # Change0.00%
Stck Ticker03524A108 Stock NameAnheuser Busch Inbev $ Position$26,450,749 % Position20.00% $ Change-4.00% # Change0.00%
Stck TickerG9001E102 Stock NameLiberty Latin America LTD - CL A $ Position$3,347,788 % Position3.00% $ Change38.00% # Change0.00%

Brochure Summary

Overview

Cook & Bynum Capital Management, LLC (“CBCM”) is an SEC registered investment adviser that was founded in August 2001 by Richard P. Cook and J. Dowe Bynum. CBCM has been registered as an investment adviser under the Advisers Act with the SEC since February 2009. CBCM is responsible for the management of Cook & Bynum Capital, LLC, Cook & Bynum Capital QP, LLC, and Cook & Bynum Emerging Markets Ex China, LP (individually, each an “Unregistered Fund” and collectively, the “Unregistered Funds”). For the Unregistered Funds, membership and partnership interests are sold to investors, each of which becomes a member or partner in the relevant Unregistered Fund. CBCM is the managing member or general partner of the Unregistered Funds, with broad authority to manage the affairs of such funds. CBCM also serves as the investment adviser for each of the series (individually, each a “Registered Fund”, and together with the Unregistered Funds, the “CBCM Funds” or individually, each a “CBCM Fund”) of Cook & Bynum Funds Trust, a Delaware statutory trust (the “Trust”). Currently, The Cook & Bynum Fund (the “CB Fund”) is the sole series of Cook & Bynum Funds
Trust and therefore is CBCM’s only Registered Fund. In addition, CBCM may provide advisory services under “Investment Management Accounts” pursuant to which CBCM enters into an agreement with the owner of an account that gives CBCM the authority to manage the investments of the account (each, a “Separate Account”). For purposes of this Form ADV Part 2A, the term “Clients” will refer to the accounts of any individual or entity that CBCM has agreed to manage for investment purposes. CBCM’s “Clients” currently consist of Cook & Bynum Capital, LLC, Cook & Bynum Capital QP, LLC, Cook & Bynum Emerging Markets Ex China, LP, Cook & Bynum Funds Trust, and one or more Separate Accounts. Each of the investors in any of an Unregistered Fund or a Registered Fund is referred to as an “Investor.” The term “Clients” does not include “Investors.” Although the Advisers Act uses the term “client” in multiple contexts, this Form ADV Part 2A distinguishes between CBCM’s Clients (the CBCM Funds and any Separate Account) and Investors in any of the Unregistered Funds or the Registered Fund. As of December 31, 2023, CBCM managed approximately $353 million on behalf of its Clients, all on a discretionary basis.