Bloom Tree Partners, LLC

Bloom Tree Partners, LLC, established in February 2008, is an investment management firm specializing in providing advisory services to high-net-worth individuals and institutional clients through privately offered pooled investment vehicles and separately managed accounts. The firm's investment objective is to generate consistent absolute returns by finding long and short investment opportunities globally. Bloom Tree invests in various securities, including equity, preferred stocks, convertible securities, and derivatives. The firm manages approximately $575,661,136 in regulatory assets under management on a discretionary basis as of December 31, 2022. For fees, Bloom Tree charges management fees ranging from 0.50% to 1.5% per annum, with fees varying based on the type of account managed. Performance-based fees between 10% to 20% of net profits are applicable to certain separately managed accounts. The firm also discloses its brokerage practices, custody arrangements, investment discretion, and proxy voting policies. Bloom Tree has not been involved in any legal or disciplinary events in the past 10 years. Additionally, the firm has policies in place to manage conflicts of interest, ensure fair trade allocations, and provide transparency to clients regarding fees and compensation structures. Bloom Tree's financial information indicates a stable financial condition without any bankruptcy history.