Wishbone Management, Lp

Wishbone Management, LP is an SEC registered investment adviser based in Chicago, Illinois, established in 2007 and registered with the SEC since May 2016. The firm specializes in providing discretionary investment advisory services to private funds for sophisticated individual and institutional investors. Wishbone Management, LP manages client assets totaling approximately $911,898,183 as of December 31, 2024. The firm typically does not charge an advisory fee but may receive performance-based compensation. Investment strategies include buy and hold, focused portfolio/non-diversification, margin transactions, hedging, short selling, and derivatives. Wishbone Management, LP conducts fundamental analysis of issuers and invests in equity, debt securities, and other instruments. Clients should be prepared for the risk of loss associated with these strategies. The firm has policies in place to address conflicts of interest, including the allocation of investment opportunities among client accounts. Wishbone Management, LP also engages in soft-dollar arrangements for research services and has procedures for best execution and trade aggregation. Clients receive regular reports on their portfolios, and the firm has policies for proxy voting and insider trading prevention.