Lanx Management, LLC

Lanx Management, LLC is a Delaware limited liability company established in August 2001, with Brian Goldman as the principal owner. The firm specializes in providing investment advice primarily for privately placed investment funds, including the Lanx Flagship Funds and Lanx Opportunity Fund, LLC. Lanx offers discretionary investment advisory services to these funds, with approximately $170,821,077 in discretionary assets managed as of 12/31/2024. The firm charges a management fee ranging between 0.5% to 1.5% for the Lanx Funds and may receive performance-based compensation ranging from 5% to 10%. Lanx does not participate in wrap fee programs and does not receive compensation for the sale of securities. The firm's investment strategy focuses on seeking capital appreciation with low volatility and preserving capital in declining markets by allocating assets among selected Portfolio Funds. Lanx has a detailed risk management process and conducts thorough analysis when selecting Portfolio Funds. The firm acts as a fiduciary for its clients and has a Code of Ethics in place to ensure compliance with federal securities laws and maintain integrity in client transactions. Clients receive regular performance updates and financial statements. Lanx Management, LLC also discloses potential conflicts of interest related to its investment practices and voting procedures.