Siena Capital Partners Gp, LLC

Siena Capital Partners GP, LLC is an investment adviser founded in 2004 by Dan Kanter, David Abraham, and Greg Dingens. The firm specializes in providing discretionary investment advisory services and portfolio management to a pooled investment vehicle, currently managing Siena Capital Partners I, LP. The firm focuses on investing in securities within the financial services industry, primarily community bank stocks, seeking long-term capital appreciation. As of December 31, 2024, the firm manages $368,243,492 in client assets on a discretionary basis. Siena Capital Partners charges an asset-based management fee of up to 1.0% annually and incentive allocations of 20% annually based on net capital appreciation, subject to a "high water mark." The firm may provide management services to separately managed accounts and does not participate in wrap fee programs. Clients should be aware of the risks associated with investing in the Fund, including concentration in the financial services sector, limited liquidity, and potential substantial or total loss of investment. Siena Capital Partners operates as a fiduciary, acting in the best interests of its clients. For more information, individuals can contact Craig Carlino, the Chief Compliance Officer, at (312) 559-1850 or [email protected].