Comparing a company's EPS to industry averages and historical data provides a more comprehensive perspective. Still, other factors must also be considered, including the company’s growth prospects, industry dynamics, and the competitive landscape.

• Cardinal Capital Management, L.l.c.

  Cardinal Capital Management, L.L.C. is a Greenwich, Connecticut-based SEC Registered Investment Adviser established in April 1995. The firm, owned by Managing Partners Eugene Fox, III, and Robert B. Kirkpatrick, CFA, offers discretionary advisory services to individuals, institutions, and investment vehicles. Cardinal specializes in value-oriented investing in U.S. listed equity securities within small and SMID cap categories. The firm tailors services to meet individual client needs, including customized restrictions. Cardinal participates in wrap fee programs and model-based Managed Accounts Programs. As of June 14, 2024, the firm managed $386,263,987 in client assets on a discretionary basis and provided advice on $40,976,160 of assets under advisement through UMAs. The minimum initial investment for separate accounts is $5 million, with fees ranging from 0.70% to 1.00% based on account size. The firm acts as a fiduciary and provides detailed information on its investment strategies, risk factors, and financial industry activities. Clients have investment discretion, and the firm follows a disciplined, bottom-up fundamental investment process. Cardinal integrates ESG factors into its analysis and emphasizes long-term value growth with reduced risk. The firm's Code of Ethics prioritizes client interests and fair dealing. Cardinal does not act as a custodian and has no adverse financial conditions.

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  $3,238,833,400 under management

  17 advisors

  Fee structure

  A percentage of assets under your management

  Performance-based fees

  Services offered

  Portfolio Management For Individuals And/or Small Businesses

  Portfolio Management For Investment Companies

  Portfolio Management For Pooled Investment Vehicles

  Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)

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• Rye Brook Capital, LLC

  Rye Brook Capital, LLC is a registered investment adviser specializing in providing discretionary investment advisory and sub-advisory services to private investment funds for sophisticated, qualified investors. Founded in 2017 by Carlos Gustavo Ribeiro Fernandes, the firm aims to generate absolute returns while minimizing volatility through a long-term strategy. Clients' investment objectives and strategies are tailored based on individual needs outlined in confidential offering memorandums or separate account agreements. The firm manages $278,633,406 in discretionary assets as of 12/31/24. Regarding fees, clients negotiate management fees individually, typically set at 0.65% of account assets, and may also incur performance-based fees. Clients are responsible for direct expenses related to their operations and investments. Rye Brook Capital does not participate in wrap fee programs. The firm exercises investment discretion based on clients' disclosed objectives and strategies. The investment strategy involves detailed analysis of company and sector fundamentals to produce superior, risk-adjusted returns. Clients should be aware of the various risks involved, including investment and trading risks, operational risks, and reliance on corporate financial reporting. The firm follows a proxy voting policy to ensure votes align with clients' best interests. Rye Brook Capital maintains records of proxy votes and provides information upon request. The firm has not experienced any material changes since its last annual update and has no disciplinary events. Additionally, Rye Brook Capital has implemented a Code of Ethics to address conflicts of interest and ensure compliance with securities laws. The firm does not receive economic benefits from third parties for advisory services and may enter agreements with third-party solicitors for client referrals.

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  $401,110,652 under management

  1 advisor

  Fee structure

  A percentage of assets under your management

  Performance-based fees

  Services offered

  Portfolio Management For Individuals And/or Small Businesses

  Portfolio Management For Pooled Investment Vehicles

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• Colter Lewis Investment Partners, LLC

  Colter Lewis Investment Partners LLC is a registered investment adviser specializing in providing investment advisory services primarily to ultra-high net worth individuals, families, family offices, and pension plans. The firm was founded in 2018 by Perry Hoffmeister and Jeffrey Weiss. They offer investment management services on both discretionary and non-discretionary bases, constructing diversified portfolios utilizing an active asset allocation approach. Clients have the option to impose restrictions on investing in certain securities. The firm manages approximately $2.32 billion in assets, with $0.49 billion managed on a discretionary basis and $1.83 billion on a non-discretionary basis. Fees for their services range from 0.25% to 1.50% of assets under management, with fixed fees in certain situations. Clients may also incur account opening fees. Colter Lewis may charge performance fees based on agreed-upon metrics. The firm does not provide portfolio management services to wrap fee programs. They do not receive economic benefits from third parties for providing advisory services and do not compensate third parties for client referrals. The firm does not maintain physical custody of client assets and does not vote proxies for full-service clients. Colter Lewis Investment Partners LLC ensures proper valuation of client portfolios and has procedures in place to address trade errors.

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  $266,825,395 under management

  12 advisors

  Fee structure

  A percentage of assets under your management

  Fixed fees

  Performance-based fees

  Services offered

  Portfolio Management For Individuals And/or Small Businesses

  Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)

  Selection Of Other Advisers

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• Fairlead Strategies

  Fairlead Strategies, LLC, operating as Fairlead Strategies, is an SEC-registered investment adviser based in Greenwich, CT, established in February 2018 by Katherine T. Stockton. The firm specializes in providing technical strategy research for individual and institutional investors, focusing on U.S. and global equities, commodities, currencies, cryptocurrencies, and Treasury yields. Fairlead offers subscription services with three tiers: Basic Plan, Access Plan, and Premium Plan, each providing varying levels of research reports and consulting services. Additionally, the firm acts as a subadvisor to the Fairlead Tactical Sector ETF (TACK), managing an actively traded portfolio based on technical analysis. Fairlead does not participate in wrap fee programs, accepts no performance-based fees, and does not engage in side-by-side management. The firm's fees for subscription services range from $199 to $50,000 annually, with additional charges for a la carte reports and educational workshops. Fairlead does not have custody of client funds, does not vote proxies for clients, and does not have any disciplinary history. The firm's investment strategies primarily involve technical analysis and charting, with a focus on risk management and market timing.

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  $192,000,000 under management

  4 advisors

  Fee structure

  A percentage of assets under your management

  Subscription fees

  Fixed fees

  PERCENTAGE OF MANAGEMENT FEE

  Services offered

  Portfolio Management For Individuals And/or Small Businesses

  Portfolio Management For Investment Companies

  Publication Of Periodicals Or Newsletters

  Market Timing Services

  Educational Seminars/workshops

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• P.a.w. Capital Partners, Lp

  P.A.W. Capital Partners, L.P. is an investment advisor based in Greenwich, Connecticut, established in December 1990 by founder Peter A. Wright. The firm specializes in providing advisory services on a discretionary basis to clients, including a pooled investment vehicle for sophisticated and institutional investors, and managed accounts for friends and family. P.A.W.'s investment objective is capital appreciation through investments in publicly-traded securities, primarily common stocks and options. As of December 31, 2024, the firm had approximately $168 million of discretionary assets under management. For the Fund, P.A.W. charges a 2% annual management fee based on net assets, with an additional 20% performance-based allocation subject to a non-cumulative hurdle rate of 10%. Managed Accounts do not incur management or performance-based fees. Clients may also bear other expenses such as legal, audit, and brokerage fees. P.A.W. may engage in short selling and options trading as part of its investment strategies, focusing on small-cap securities for potential opportunities. The firm has a history of disciplinary action with the SEC in 2014, resulting in a civil money penalty of $68,000. P.A.W. operates under a soft-dollar arrangement for research services and maintains high ethical standards, acting as a fiduciary for clients. The firm exercises investment discretion based on client objectives, risk profiles, and market conditions, aiming to allocate opportunities fairly among clients. Proxy voting is managed in clients' best interests, and P.A.W. has no financial constraints affecting client commitments.

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  $159,963,829 under management

  4 advisors

  Fee structure

  A percentage of assets under your management

  Performance-based fees

  Services offered

  Portfolio Management For Individuals And/or Small Businesses

  Portfolio Management For Pooled Investment Vehicles

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• 33 Capital Management LLC

  33 Capital Management LLC is a financial advisory firm based in Greenwich, Connecticut. It currently has approximately $87,400,000 of assets under management and employs about 7 people. 33 Capital Management LLC uses a fee structure of a percentage of assets under your management, hourly charges, fixed fees, performance-based fees and a mix of the above compensation arrangements..

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  $87,400,000 under management

  7 advisors

  Fee structure

  A percentage of assets under your management

  Hourly charges

  Fixed fees

  Performance-based fees

  A MIX OF THE ABOVE COMPENSATION ARRANGEMENTS.

  Services offered

  Portfolio Management For Individuals And/or Small Businesses

  Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)

  Selection Of Other Advisers

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• Gray Oak Capital Management, LLC

  Gray Oak Capital Management, LLC is a registered investment adviser established in February 2018, specializing in portfolio management services for separately managed accounts, private fund general partnership, and sub-advisor services. The firm's investment strategy focuses on seeking high absolute long-term returns while minimizing risk through investments in publicly traded equities and listed derivatives, including Split Strike Conversions, Risk Reversals, Conversions, Reversals, and other strategies. Clients have discretionary investment advisory services, with a minimum initial investment generally set at $1,000,000 and a subsequent minimum investment of $50,000, subject to negotiations. The firm charges a management fee of approximately 2.0% annually, calculated monthly based on the net assets of the client's account. Gray Oak Capital Management, LLC acts as a fiduciary, obligated to act in the best interests of clients, and does not participate in wrap fee programs. The firm does not currently charge performance-based fees but may do so in the future. Clients are provided with periodic performance reports and financial statements, and the firm does not accept responsibility for voting client proxies. Gray Oak Capital Management, LLC does not have any disciplinary information to disclose and does not solicit prepayment of fees exceeding $500 per client six months in advance. The firm does not engage in business other than investment advice and has no material relationships with securities issuers.

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  $43,122,786 under management

  6 advisors

  Fee structure

  A percentage of assets under your management

  Services offered

  Portfolio Management For Individuals And/or Small Businesses

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• Qp Global Family Offices, LLC

  QP Global Family Offices, LLC is a boutique financial advisory firm established on December 11, 2017, and registered with the U.S. Securities and Exchange Commission on April 23, 2018. Specializing in managing single-family offices for wealthy families, the firm offers conflict-free investment and wealth management advice tailored to each family's circumstances. They provide services such as setting up and managing single-family offices, family office investing, and private investment management. QP Global typically charges fixed annual fees for its services, negotiated with each family and invoiced quarterly. The firm does not participate in wrap fee programs and does not charge performance-based fees. Clients must have a net worth of at least $200,000,000 to avail of QP Global's services. The firm focuses on preserving and growing family wealth over the long term through diversified investment portfolios and customized strategies. QP Global provides non-discretionary investment advice but may accept discretionary authority under certain circumstances. The firm does not compensate third parties for client referrals and typically does not have custody of client funds or securities. Clients receive regular account statements from qualified custodians. QP Global has not been involved in any criminal, civil, or administrative actions and maintains a Code of Ethics to ensure compliance with securities laws and ethical conduct.

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  $2,113,350 under management

  11 advisors

  Fee structure

  A percentage of assets under your management

  Fixed fees

  Performance-based fees

  Services offered

  Financial Planning Services

  Portfolio Management For Individuals And/or Small Businesses

  Portfolio Management For Pooled Investment Vehicles

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• Plan First Wealth LLC

  Plan First Wealth LLC, established in January 2018 as Taylor and Taylor Financial Services USA LLC and rebranded in 2022, specializes in providing cross-border financial advice to British expatriates in the USA. The firm offers portfolio management services tailored to individual client goals, risk tolerance, and time horizons. Investment decisions are made in accordance with fiduciary duties, ensuring fair and equitable treatment of clients. Services include lifestyle financial planning, addressing various financial aspects such as retirement, education, and estate planning. PFW focuses on long-term trading strategies based on modern portfolio theory, aiming to maximize returns for a given level of risk. Clients have the option for discretionary or non-discretionary investment management. The firm charges a 1.00% annual management fee for US-based accounts and 1.25% for non-US accounts, with additional fixed fees for financial planning and account setup. PFW does not engage in block trading and provides services to British expatriate individuals with a minimum investment of $250,000. The firm acts as a fiduciary and does not receive compensation for the sale of investment products, ensuring client interests are prioritized. Clients have the option to work with third-party advisers for additional services, and PFW maintains a Code of Ethics to guide its operations.

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  $987,008 under management

  4 advisors

  Fee structure

  A percentage of assets under your management

  Fixed fees

  Services offered

  Financial Planning Services

  Portfolio Management For Individuals And/or Small Businesses

  Publication Of Periodicals Or Newsletters

  Educational Seminars/workshops

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• Lotus Infrastructure Partners, Lp

  Lotus Infrastructure Partners, Lp is a financial advisory firm based in Greenwich, Connecticut. It currently has approximately $6,642,411,150 of assets under management and employs about 24 people. Lotus Infrastructure Partners, Lp uses a fee structure of a percentage of assets under your management and performance-based fees.

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  $6,642,411,150 under management

  24 advisors

  Fee structure

  A percentage of assets under your management

  Performance-based fees

  Services offered

  Portfolio Management For Pooled Investment Vehicles

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