Perigee Capital, Lp

Perigee Capital, LLC, established in 2002 and registered in Florida in 2012, specializes in managing pooled investment vehicles focused on tax credit opportunities. The firm, majority-owned by Strobel Investments, L.P., offers investment due diligence, selection, and advice primarily related to equity interests generating state and federal tax credits and cash flow. Perigee acts in the best interest of each Fund it advises, with investments primarily in private placements and illiquid assets. The firm charges a one-time Management Fee between $1,000 and $20,000, determined by Perigee and the Fund. Clients are responsible for pro rata expenses and fees. Perigee does not receive performance-based fees and targets sophisticated investors for limited partnership interests, with a minimum initial investment specified in the Memorandum. The firm exercises complete discretionary authority over Fund investments, reviews portfolios periodically, and provides annual reports to clients. Perigee does not engage in a wrap fee program, has no disciplinary history, and does not pay commissions for client referrals. George Strobel II, the Managing Director, oversees the firm's investment program and daily operations, with no financial impairment likely. Strobel also holds executive roles in related entities, including Monarch Tax Credits, LLC. Perigee maintains a privacy policy, code of ethics, and safeguards client information.