Avenue Asia Capital Management, L.p. is a financial advisory firm based in New York City, New York. It currently has approximately $1,369,486,292 of assets under management and employs about 186 people. Avenue Asia Capital Management, L.p. uses a fee structure of a percentage of assets under your management and performance-based fees.

ASBG LLC, established in 2006, specializes in managing private investment vehicles focused on stressed and distressed securities. The firm, with $1,087,806,747 in assets under management as of December 31, 2023, primarily invests in securities trading at distressed valuations. ASBG charges management fees up to 1.5% of invested capital and may waive or reduce fees at its discretion. The firm does not manage non-discretionary assets or participate in wrap fee programs. ASBG's investment strategy involves seeking investments in companies with over-leveraged capital structures that may benefit from restructuring. The firm's diligence process includes fundamental analysis and ongoing value maximization efforts post-investment. ASBG's investment professionals monitor investments continuously, with periodic reviews conducted by the investment committee. The firm has not been involved in any legal or disciplinary events. ASBG has custody of ASBG Funds' assets and exercises discretionary authority over investment decisions. The firm may vote on corporate actions on behalf of clients and has policies to ensure diligent and loyal voting practices. ASBG does not compensate individuals for client referrals and has policies to mitigate conflicts of interest related to personal trading and other compensation. Clients receive detailed financial statements and reports regularly.

Aigen Investment Management, LP is a federally registered investment adviser based in New York, NY, established in 2018 by Juhua Zhu. The firm specializes in providing discretionary investment advisory services to private investment funds for sophisticated, qualified investors. Aigen employs diversified systematic strategies using data-driven methods, machine learning, and high-power computing to deliver consistent investment returns tailored to each client's specific investment objectives outlined in their Offering Documents. As of 12/31/24, Aigen managed $158,501,299 in discretionary assets. The firm operates as a fiduciary, owing a duty to act in the best interests of its clients. Clients negotiate management fees individually, with Aigen entitled to a performance-based profit allocation of up to 20% of net profits. Clients are responsible for direct expenses related to their investment portfolios. Aigen may receive soft dollar credits from broker-dealers for research services. The firm exercises investment discretion based on clients' disclosed objectives and strategies. Aigen does not participate in wrap fee programs and does not receive compensation from the sale of securities. The firm does not exercise proxy voting authority but has a policy in place if needed. Aigen has no disciplinary events and maintains custody of client assets with qualified custodians. The firm's financial condition is deemed stable, with no bankruptcy history in the past ten years.

Vise Ai Advisors is a financial advisory firm based in New York City, New York. It currently has approximately $481,740,685 of assets under management and employs about 43 people. Vise Ai Advisors uses a fee structure of a percentage of assets under your management and fixed fees.

ValueWorks LLC is a Registered Investment Advisor offering two Wrap Fee Programs: The GMS Group, L.L.C. Wrap Fee Program and The Charles Schwab-ValueWorks Wrap Fee Program. The GMS Program typically charges 2.25% of assets under management, while the Charles Schwab Program charges 1.50%. Minimum account sizes for both programs are $100,000, with discretion for lower or higher amounts. ValueWorks caters to high net worth individuals and small institutions, managing various account types including trusts, IRAs, and pensions. Their investment philosophy focuses on value-based investing, aiming to purchase assets at a discount to their actual worth. ValueWorks serves as the Investment Manager for all accounts, offering Capital Appreciation, Balanced, and Long-biased strategies. The firm's investment analysis process involves identifying undervalued securities, appraising their assets, assessing claims against these assets, and re-evaluating positions regularly. ValueWorks also offers Performance-Based Fees for qualified investors, leveraging a bottom-up, value discipline. The firm acts as a fiduciary, prioritizing clients' interests and providing transparency in proxy voting policies. ValueWorks' Code of Ethics emphasizes compliance, ethical practice, and fiduciary duties. The firm discloses potential conflicts of interest, such as recommending its own investment vehicles. Personal trading activities are monitored to ensure alignment with client transactions. ValueWorks compensates referral partners and maintains financial stability to meet contractual obligations with clients.

Qsemble Capital Management, Lp is a financial advisory firm based in New York City, New York. It currently has approximately $261,165,980 of assets under management and employs about 12 people. Qsemble Capital Management, Lp uses a fee structure of a percentage of assets under your management and performance-based fees.

Sagard Holdings Manager (us) LLC is a financial advisory firm based in New York City, New York. It currently has approximately $240,216,812 of assets under management and employs about 73 people. Sagard Holdings Manager (us) LLC uses a fee structure of a percentage of assets under your management and performance-based fees.

Empery Asset Management, Lp is a financial advisory firm based in New York City, New York. It currently has approximately $195,165,527 of assets under management and employs about 6 people. Empery Asset Management, Lp uses a fee structure of a percentage of assets under your management, fixed fees and performance-based fees.

Parkview US LLC is a registered investment adviser with the SEC, established in 2011 and based in New York City. The firm specializes in providing investment advisory services to international clients, focusing on helping entrepreneurs and families sustain wealth across generations. Parkview US offers discretionary and non-discretionary asset management services, tailoring investment strategies to individual client objectives. The firm manages approximately $300 million in assets, with fees ranging from 0.5% to 1% based on assets under management. Parkview US does not charge performance-based fees but may consider them for qualified clients in the future. The firm may receive client referrals from affiliated entities and may pay fees for such referrals. Parkview US maintains custody of client funds at qualified custodians, providing clients with regular account statements and performance reports. The firm exercises investment discretion for discretionary accounts and provides advisory services for non-discretionary accounts. Clients are encouraged to review the firm's Code of Ethics, brokerage practices, and potential conflicts of interest detailed in the brochure. Parkview US has not been involved in any legal or disciplinary events and has not been subject to a bankruptcy petition.