Elizabeth Park Capital Management, Ltd

Elizabeth Park Capital Advisors, Ltd. was established in 2008 and is located in Pepper Pike, Ohio. The firm provides discretionary investment advisory services to clients, including pooled investment vehicles and separately managed accounts. Their investment focus is on public and private equity and preferred securities within the financial services industry. Elizabeth Park charges asset-based management fees ranging from 1.0% to 2.0% annually, depending on the investment strategy. The firm may also charge incentive fees of 20% annually based on net capital appreciation, subject to a high watermark. Clients may have restrictions on certain investments based on their existing programs. Elizabeth Park employs fundamental value analysis to identify mispriced securities and acquisition candidates. The firm may invest in companies involved in special situations like acquisitions, tender offers, or bankruptcies. Clients are not involved in decision-making and entrust full investment discretion to Elizabeth Park. The firm has no disciplinary events to disclose and does not require prepayment of fees. For more information, contact Ernest C. Pelaia at 216-292-5711 or [email protected].