Tiverton Advisors, LLC

Tiverton Advisors, LLC, a registered investment adviser with the SEC, was established in 2012 and is located in Raleigh, North Carolina. The firm specializes in providing discretionary investment advisory services to private investment funds focused on the North American Food Production and Ag Infrastructure sectors. Tiverton aims to generate capital appreciation for its clients through credit, credit-like, and equity investments. The firm manages approximately $2.02 billion in regulatory assets on a discretionary basis as of December 31, 2024. Clients typically have a minimum investment requirement ranging from $1 million to $10 million, with the firm having the discretion to adjust this amount. Tiverton charges annual management fees of up to 1.5% of investor commitments or invested capital, with the possibility of fee waivers for certain investors. The firm may also receive performance-based fees and supplemental fees from the funds. Tiverton's investment strategy focuses on identifying investment opportunities in the North American Target Markets, primarily in the food production and ag infrastructure sectors. The firm's investment philosophy involves credit obligations, equity investments, and other credit-like structures. Clients are advised to carefully review the risks associated with investments, including general economic conditions, identification of investment opportunities, credit risk, and environmental liabilities. Tiverton has no disciplinary events to disclose and operates under a Code of Ethics to manage conflicts of interest. The firm has custody of client assets and accepts discretionary authority to manage investments on behalf of clients. Tiverton may vote on client securities if required.