Document Vault

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Document Category Date Size Actions
Performance Reports
📄
December 2024 Tear Sheet
Monthly performance report
Performance Dec 1, 2024 2.4 MB
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Crisis Period Analysis (2007-2010)
Out-of-sample stress test report
Performance Nov 15, 2024 1.8 MB
📊
Daily Returns Export
Historical daily returns data (CSV)
Performance Dec 11, 2024 156 KB
Legal & Compliance
⚖️
Form ADV Part 2A
Investment advisor brochure
Legal Jan 1, 2024 412 KB
⚖️
Privacy Policy
Data handling and privacy practices
Legal Jan 1, 2024 128 KB
⚖️
Investment Management Agreement
Standard IMA template
Legal Jan 1, 2024 284 KB
Tax Documents
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2023 Form K-1
Partnership tax document
Tax Mar 15, 2024 89 KB
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2023 Tax Lot Report
Realized gains/losses detail
Tax Feb 28, 2024 234 KB