Galileo Investment Management

Galileo Investment Management LLC, Galileo Investment Management (Canada) LP, and Galileo Lux GP S.à.r.l. are investment advisers registered with the SEC, providing discretionary investment advice to private investment funds. The firm was established in 2005 and is managed by Oscar Alerhand, Ruben Goldberg, and David Alerhand. They offer services to high net worth individuals, family trusts, and financial institutions, requiring a minimum investment of $500,000. The firm operates as a single entity, managing five funds with distinct investment objectives, including seeking positive returns with low correlation to traditional investments and generating equity-like returns with lower risk. Galileo Investment Management employs a multi-strategy, multi-manager approach and conducts extensive due diligence to select portfolio managers. The firm charges management fees based on the net asset value of the funds and does not participate in wrap fee programs. They have a Code of Ethics and Trading Policy to ensure compliance and transparency. The firm has custody of funds and securities related to the Galileo Funds, with assets held at EFG Bank (Europe) and J.P. Morgan Securities LLC. Galileo Investment Management has no disciplinary information to disclose and does not engage in other financial industry activities or receive compensation for client referrals. The firm exercises investment discretion and may vote on client securities when necessary.