Coalescence Partners Investment Management Lp

Coalescence Partners Investment Management II, LLC is an investment adviser based in New York, founded by Hai (Harry) Gao and Yiting Liu. The firm specializes in providing discretionary investment advisory services to private funds intended for sophisticated and institutional investors. As of February 28, 2025, the firm managed approximately $52,088,105 of regulatory assets on a discretionary basis. Clients are advised based on specific investment objectives and strategies, primarily focusing on private companies in the technology, healthcare, financial services, and consumer goods sectors. The fee structure includes asset-based management fees paid semi-annually in advance, with the possibility of waiving or modifying fees for certain clients. The firm may also receive performance-based compensation based on capital gains. Clients may be subject to various expenses related to fund investments, including legal, auditing, and compliance fees. The firm exercises investment discretion, making decisions on securities transactions for clients based on their investment objectives. The firm has adopted a Code of Ethics to prioritize clients' interests and ensure fair dealings. The firm may participate in class action claims on a case-by-case basis and has procedures in place to address trade errors. Additionally, the firm may receive proxies for publicly-traded portfolio companies and will vote in the best interests of clients based on its proxy voting policies and procedures.