Advantage Alpha Capital Partners Lp

Advantage Alpha Capital Partners LP, established in May 2018 and registered with the SEC in April 2019, offers investment advisory services to domestic and offshore pooled investment vehicles and separately managed accounts. The firm manages approximately $521 million in assets on a discretionary basis as of December 31, 2024. Clients typically include accredited investors and qualified purchasers, with a minimum investment of $1 million for Funds and $50 million for separately managed accounts, subject to adjustment. Advantage Alpha's investment strategies focus on U.S. small-cap equity securities, with long portfolios averaging around 70 positions. The firm may also engage in short exposure through ETFs and derivatives. Fees include a Management Fee of approximately 1.5% per year for Funds and are negotiable for separately managed accounts, along with a Performance Fee of 20%. The firm operates under a Code of Ethics to address conflicts of interest and has adopted proxy voting guidelines. Advantage Alpha has full discretion over client investments and engages in soft dollar arrangements for research services. Clients receive regular portfolio reviews and financial statements. The firm does not receive compensation for client referrals and maintains custody of client assets with qualified custodians.