Sg Capital Management LLC

SG Capital Management LLC, established in April 2002 by Ken Grossman and Glen Schneider, offers discretionary investment management services to private funds and institutions. The firm manages the Cedar Street Fund, LP, the Cedar Street Offshore Fund, Ltd, and the Cedar Street Teton Fund, LP, following event-driven, opportunistic strategies in US-listed equities and options. The Teton Fund allows for greater exposure and leverage limits, investing in securities with greater market capitalizations and different sectors. As of December 31, 2024, the firm actively managed $953,800,000 in assets. Clients have a minimum investment requirement of $250,000 for the Funds and $5,000,000 for separately managed accounts, which may be waived at the firm's discretion. SG Capital charges a 1.5% quarterly management fee for the Funds and separately managed accounts, with performance-based fees of 20%. The firm conducts bottom-up, fundamental analysis, focusing on small and mid-cap companies, with a concentrated portfolio of 30-50 names. SG Capital has a Code of Ethics, prohibits trading in single-named equities, and uses soft dollars for research and brokerage services. The firm has no reportable legal or disciplinary events and provides proxy voting services for clients. Clients may request information on how proxies were voted. SG Capital does not require prepayment of fees exceeding $1,200 six months in advance and has a sound financial condition without any recent bankruptcy filings.