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Stackline Partners Lp
SEC-regulated
Registered investment advisor
**StackLine Partners LP Summary:**
**Background & Expertise:**
- StackLine Partners LP is a Registered Investment Adviser with the SEC, established in 2018.
- The firm specializes in managing private, pooled investment vehicles with discretionary trading authority.
- Investment decisions are tailored to the investment objectives and guidelines outlined in the respective Offering Documents.
**Consumer-Facing Terms:**
- Minimum initial investment in the Funds is $5 million, with potential exceptions at the discretion of StackLine.
- Management Fee ranges from 1.00% - 1.50% per annum of the net asset value of the Funds.
- Performance-based fees of 15% - 20% of realized and unrealized income and gains, subject to high watermark.
- StackLine acts as a fiduciary, placing the interests of Clients first.
- Investment discretion is fully delegated to StackLine, with authority over securities selection, quantity, and pricing.
**Investment Philosophy:**
- StackLine pursues a long-short equity strategy, focusing on deep fundamental research and high-conviction portfolios.
- Investment strategies are speculative, emphasizing risk management and potential for substantial capital loss.
**Brokerage Practices & Compliance:**
- StackLine follows Best Execution practices in broker selection, considering cost, timeliness, and service quality.
- Soft Dollars are used for research and brokerage services within Section 28(e) guidelines.
- The firm complies with regulatory requirements, including custody rules, proxy voting policies, and financial reporting.
**Disciplinary Information & Financial Condition:**
- No material legal or disciplinary events affecting the firm's integrity.
- Financial condition is sound, with no bankruptcy history or impairments likely to impact client commitments.
This summary provides insights into StackLine Partners LP's background, expertise, consumer terms, investment philosophy, compliance practices, and financial condition. For more detailed information, refer to the firm's Form ADV Part 2A Brochure.
This firm is a Regulated Investment Advisor
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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