Nebrodi Partners, LLC

Nebrodi Partners, LLC is a Delaware Limited Liability Company established in April 2014 by Principals Allan J. Vartelas, Robert W. Davis, and Erik R. Cafarella. The firm specializes in providing discretionary and non-discretionary investment management services, primarily investing in non-public companies through private equity or mezzanine debt partnerships and direct purchases of equity or debt interests. Clients include an insurance company and a pension plan, with assets under management totaling $1,483,000,000 as of December 31, 2024. Nebrodi charges management fees and performance-based fees negotiated in Investment Management Agreements. The firm tailors its services to individual client needs, allowing for restrictions on certain securities. Nebrodi does not participate in wrap fee programs and does not receive compensation for the sale of securities. The firm exercises investment discretion over client portfolios and conducts periodic reviews overseen by managing members. Nebrodi has a Code of Ethics emphasizing client interests and does not have custody of client funds or securities. The firm votes proxies in the best interest of clients and has no financial impairments or bankruptcy history.