Locust Wood Capital Advisers, LLC

Overview

Locust Wood Capital Advisers, LLC is an SEC-registered hedge fund manager formed as an LLC in 2011. The firm serves both individuals and families as well as institutional clients, providing portfolio management for pooled investment vehicles and for businesses or institutions. Its client fee model includes a percentage-of-AUM charge plus performance-based fees and other fee arrangements. The adviser is not identified as an active ESG investor and is not a multi-state or newly formed adviser. The firm has several industry roles beyond advisory work: it is affiliated with broker-dealers, acts as a sponsor and general partner, and serves as managing member of pooled investment vehicles. It does not present itself as a capital allocator to outside managers.

Assets & Accounts

Public Holdings

Investments & Alternatives