Rlj Equity Partners, LLC

RLJ Equity Partners, LLC, based in Bethesda, MD, has been providing investment advisory services since 2006. The firm specializes in advising on privately negotiated transactions in operating entities, primarily focusing on non-public companies. RLJ Equity manages assets totaling $159,491,938 on a discretionary basis for two private pooled investment vehicles. The firm charges an annual management fee based on the total capital committed to the Fund by investors, with fees payable semi-annually. RLJ Equity's investment strategies involve substantial risk, including potential loss of investment value. The firm may receive performance-based fees, creating an incentive for riskier investments. RLJ Equity serves institutional investors, requiring a minimum investment of $5,000,000. The firm has a Code of Ethics ensuring high business conduct standards and fiduciary duty to clients. RLJ Equity exercises investment discretion for the Fund, with the General Partner overseeing investment direction. The firm monitors and reviews investments regularly, providing audited and unaudited financial statements to investors. RLJ Equity does not receive compensation for referrals and maintains custody of the Fund's assets, subject to annual independent audits. The firm votes on behalf of the Fund's securities and has no financial commitments impairing its obligations. RLJ Equity is not registered with any state as of December 2024.