Gfo Asset Management, LLC

GFO Asset Management, LLC is a Delaware Limited Liability Company registered with the SEC as an Investment Adviser since November 2019. The firm specializes in providing investment management services on a discretionary basis to private funds for qualified investors, focusing on litigation finance fundings. Clients include high net worth individuals, Fund of Funds, foundations, and more. The firm's investment objective is to produce attractive returns primarily through non-recourse and recourse fundings related to litigation cases. The firm charges a 2% management fee and a performance fee ranging from 17% to 30%. Clients typically invest a minimum of $500,000, but lesser amounts may be accepted at the firm's discretion. The firm has discretionary investment authority over client assets and does not participate in wrap fee programs. Clients' assets under management were $643.1 million as of December 31, 2024. The firm's Chief Compliance Officer is Paul Szep, who ensures compliance with regulations and the firm's Code of Ethics. Casey Gard, the Managing Member, has a background in finance and business administration and has no disciplinary history. He is supervised by Mr. Szep and receives economic benefits from Priority Responsible Funding LLC, a service provider to the clients. Gard's compliance obligations are taken seriously, and he upholds a fiduciary duty to clients. For more detailed information, refer to the firm's brochure and Casey Gard's supplemental brochure.