Shadowfax Investments LLC

Overview

Shadowfax Investments LLC is a small, independent registered investment adviser that serves individual and family clients with a focus on financial planning and portfolio management for individuals and small businesses. The firm charges a combination of percentage-of-AUM fees and performance-based fees, signaling an alignment of compensation with investment outcomes for some client relationships. Its stated preference is equity-oriented portfolios, and the firm manages all of its reported assets on a discretionary basis. Given the scale and client base, portfolio construction appears to emphasize liquid, market-traded instruments suitable for active management and performance-linked strategies rather than large-scale, illiquid commitments.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices