Crawford Fund Management, LLC

Crawford Fund Management, LLC is a financial advisory firm established in June 2009, based in Boston, MA. The firm specializes in providing investment management services to various types of clients, including U.S. and non-U.S. limited partnerships, corporations, and separately managed accounts. The firm's investment strategy focuses on compounding capital at 10% per annum plus the 10-year Treasury yield over any rolling five-year period, with an emphasis on long equity investments and selective short positions using put options. The firm manages approximately $184.7 million in regulatory assets under management as of December 31, 2024, on a discretionary basis. Clients have the option for customized services based on their investment objectives. The firm charges management fees based on the value of clients' capital account balances and may receive performance allocations based on net profits. Crawford Fund Management, LLC does not participate in wrap fee programs and does not have a minimum initial investment requirement explicitly stated. The firm acts as a fiduciary, providing investment discretion to make decisions on behalf of clients. Clients receive regular reports on their investments and have access to the firm's proxy voting policies and procedures. The firm has not been involved in any disciplinary events and maintains compliance with regulatory requirements.