POPE ASSET MANAGEMENT, LLC

Overview

Pope Asset Management, LLC is an SEC-registered advisory firm formed as a limited liability company in 2001 that advises both high-net-worth individuals/families and institutional clients. The firm’s advisory mandate centers on discretionary portfolio management across individual and business/institutional accounts, with a fee model that blends a percentage-of-AUM schedule and performance-based fees. Pope Asset Management also performs insurance broker activities alongside its portfolio management work. Investment activity is equity-focused: the firm favors exchange-traded equities as the primary building block of client portfolios and runs separately managed account (SMA) sleeves. Mutual funds are used as complementary building blocks. The firm reports allocating to alternative strategies — notably private equity, hedge funds, commodities and oil & gas — which suggests an intent to add uncorrelated return drivers, illiquid growth exposures and commodity-based hedges to client portfolios where appropriate.

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