Halifax Investment Management, L.l.c.

Halifax Investment Management, L.L.C. is a Delaware limited liability company established in 2004, affiliated with The Halifax Group, a private equity investment firm in business since 1999. Halifax specializes in advising investment vehicles, focusing on small-cap and lower middle-market buyout and growth capital investments in private companies. The firm offers tailored advisory services to institutional investors and high-net-worth individuals, typically requiring a minimum investment of $5-10 million. Halifax manages client assets totaling $1,805,434,206 on a discretionary basis as of December 31, 2024, with no non-discretionary assets managed. The fee structure is disclosed in private offering materials, with management fees calculated based on capital commitments and invested capital. Halifax does not participate in wrap fee programs and does not charge performance-based fees on co-investment vehicles. The firm acts as a fiduciary, putting clients' interests first, and has policies in place to address conflicts of interest. Halifax has discretion to manage client securities and exercises voting authority over client proxies in the best interest of clients. The firm has no disciplinary events, bankruptcy petitions, or financial conditions likely to impair contractual commitments.