Wexford Capital Lp

Wexford Capital LP is an investment adviser firm with offices in West Palm Beach, Florida, and Greenwich, Connecticut. The firm was established in February 2009 and has over 35 employees. Charles E. Davidson, the Chairman and Chief Investment Officer, and Joseph M. Jacobs, the President, are the principal owners with ultimate authority over management and investment decisions. Wexford serves as the investment adviser for various private pooled investment vehicles, including hedge funds and private equity funds, with approximately $1.2 billion in net assets under management as of December 31, 2024. The firm charges an asset-based management fee of 1-2% per year and an incentive compensation of 18-20% of profits generated for the Funds. Minimum initial investments typically range from $1 million to $5 million per investor. Wexford engages in a variety of investment strategies, including bankruptcy/distressed, energy/natural resources, real estate, technology/telecommunication, and transportation sectors. The firm utilizes fundamental, technical, and cyclical analysis to make investment decisions. Wexford acts as a fiduciary for its clients and has not been involved in any disciplinary events. The firm provides investment discretion for the Funds and has established policies to address conflicts of interest. Clients receive periodic reports and financial statements, and Wexford complies with regulatory requirements, including proxy voting and custody rules. The firm's key personnel, including Fernando Lopez-Oña, Aaron S. Meyer, and Mark Zand, bring extensive experience in the financial services industry to their roles within the firm.