Gavilan Investment Partners LLC

Gavilan Investment Partners LLC, established in 2020, is a registered investment adviser based in Burlingame, California. The firm primarily serves as the general partner and investment adviser to a private pooled investment vehicle, offering discretionary portfolio management services to clients. Gavilan focuses on wealth management services, tailoring investment strategies based on clients' financial goals and risk tolerance. The firm primarily invests in equity and equity-related securities in U.S. and non-U.S. markets, with a long-term investment horizon of 3-5 years. Clients are required to meet certain suitability requirements, such as being an "Accredited Investor" or a "Qualified Client." Gavilan manages assets on a discretionary basis, with total discretionary assets under management of approximately $445 million as of December 31, 2024. The firm's fee structure is negotiable and typically includes asset-based fees and performance allocations. Gavilan has investment discretion for client accounts, with limitations outlined in client agreements. The firm votes proxies on behalf of clients and reviews accounts weekly. Gavilan may engage solicitors for client referrals and shares information with non-affiliated third parties for business purposes. Clients can limit sharing of personal information for certain purposes.