Dgv Solutions Lp

**DGV Solutions LP Summary:** **Background and Expertise:** DGV Solutions LP is a privately owned Delaware limited partnership located in Minnetonka, Minnesota, USA. Established in November 2014, the firm has been registered as an investment adviser with the U.S. Securities and Exchange Commission (SEC) since July 2015. The principal owner is Jonathan D. Havice. The firm specializes in delivering institutional investment products and services to institutional separate account and private investment fund clients, focusing on a wide variety of investment strategies and asset classes to enhance risk-adjusted returns. **Consumer-Facing Terms:** - Minimum Initial Investment: $50 million for institutional separate account clients; $1 million for private fund investors (waivable at the firm's discretion). - Fee Structure: Negotiable management fees based on net assets under management, billed monthly or quarterly in arrears or in advance. - Fiduciary Duty: Acts as a fiduciary in the best interests of clients. - Investment Discretion: Firm exercises discretionary authority over client accounts, determining securities to buy/sell, brokers, commissions, and prices. - Investment Strategy: Utilizes a wide variety of strategies, asset classes, and trades, including options, futures, and third-party indices. **Advisory Business Description:** DGV Solutions LP offers institutional investment management services tailored to client objectives, including exposure to selected asset classes, risk-adjusted returns, and customized portfolio objectives. The firm's strategies encompass options trading, tactical trading, and relative value strategies. The firm sponsors and manages a private investment fund, DGV Enhanced U.S. Equity Fund LLC, with net discretionary assets under management of $702,425,116 as of February 1, 2025. This summary is based on the Form ADV, Part 2A Brochure dated March 21, 2025, provided by DGV Solutions LP. For more detailed information, please refer to the original document.