Goldenrod Capital Advisors, LLC

Goldenrod Capital Advisors, LLC is an investment adviser specializing in managing private real estate funds. Established in March 2017 and based in Omaha, Nebraska, the firm serves as the investment adviser to private real estate funds, primarily focusing on income-producing commercial real estate assets. The firm's investment strategy involves making opportunistic investments in attractive properties, with a long-term value creation goal for investors. The firm manages assets totaling $422,714,678 as of December 31, 2022, with all assets managed on a discretionary basis. The fee structure includes a management fee ranging from 0.85% to 2.00% of committed or invested capital, divided equally and paid quarterly in advance. Additionally, the firm may charge performance-based fees to affiliated companies after a full return of capital to fund investors. The firm's investment philosophy revolves around fundamental and technical analysis methods to evaluate potential investments. Goldenrod Capital Advisors does not have individual or institutional clients outside of the affiliated real estate funds it manages. The firm's affiliated companies provide various real estate services, and the firm has a fiduciary duty to act in the best interest of its clients. The firm has established a Code of Ethics to ensure ethical conduct and compliance with securities laws. The firm does not engage in brokerage practices but may select broker/dealers based on cost-effectiveness when required. The firm maintains discretionary authority over client investments and does not provide proxy voting services. Financial information is not provided as the firm does not require prepayment exceeding $1,200 per client.