Investure, LLC is a financial advisory firm based in Charlottesville, Virginia. It currently has approximately $18,587,388,650 of assets under management and employs about 42 people. Investure, LLC uses a fee structure of a percentage of assets under your management and performance-based fees.

CornerStone Partners Capital Management, LLC is a registered investment adviser with the SEC, providing portfolio management services to tax-exempt organizations since 2002. The firm was founded in 1997 and acquired by CornerStone Partners in 2020. CornerStone offers fiduciary portfolio management, operational, and administrative services to endowments, foundations, charitable organizations, and pooled investment vehicles. The firm is part of Focus Financial Partners, LLC, with majority ownership by funds affiliated with Clayton, Dubilier & Rice, LLC, and Stone Point Capital LLC. CornerStone's investment strategies focus on an endowment approach, utilizing proprietary and non-proprietary models for asset allocation and manager selection. The firm offers various fee options, including management fees with or without incentive fees. Clients have investment discretion over their accounts, with third-party managers having full trading authority. CornerStone conducts regular account reviews, provides detailed performance reports, and has a Code of Ethics to prevent conflicts of interest. The firm does not receive compensation for client referrals and maintains custody of client assets with qualified custodians. CornerStone does not have discretionary authority for all client accounts, and proxy voting authority is generally delegated to third-party managers. The firm has no disciplinary history and does not require prepayment of fees.

Foxhaven Asset Management, LP is a registered investment advisor established in April 2013, based in Charlottesville, VA. The firm specializes in providing investment management services to related pooled investment vehicles, focusing on achieving superior risk-adjusted absolute returns over a three-year horizon. Their investment strategy involves a fundamental long-short equity approach with a global focus on the TMT, consumer, and industrials sectors. The firm manages $5.750 billion in regulatory assets under management on a discretionary basis as of December 31, 2024. Foxhaven charges clients an asset-based management fee and a performance allocation based on achieved performance. Clients are typically high net worth individuals, pension plans, sovereign wealth funds, and other institutional investors, with a minimum commitment generally set at $10 million. The firm exercises investment discretion, making decisions on securities and amounts to be bought or sold without specific client consent. Foxhaven also handles proxy voting for client securities and participates in class action recoveries on behalf of clients. The firm maintains a Code of Ethics, ensuring compliance with regulations and acting in clients' best interests. Foxhaven does not receive compensation from non-clients and has no disciplinary history or financial impairments that could affect client commitments.

Quad-c Management, Inc. is a financial advisory firm based in Charlottesville, Virginia. It currently has approximately $3,033,625,745 of assets under management and employs about 30 people. Quad-c Management, Inc. uses a fee structure of a percentage of assets under your management and performance-based fees.

Bluestem Asset Management, LLC, established in 2003, is an investment adviser based in Charlottesville, Virginia. Led by Chief Investment Officer Michael D. Bills, the firm specializes in providing discretionary investment advisory services to a single investment vehicle, Bluestem Partners, LP. The Partnership, a 3(c)(7) Fund, aims to achieve superior long-term absolute returns through investments in private funds and managed accounts. As of December 31, 2024, the firm manages $1.4 billion in Partnership assets. The minimum initial investment for the Partnership is detailed in Bluestem's Confidential Private Offering Memorandum. Regarding fees, the firm previously received a performance-based allocation but will waive future performance fees. Fees are generally non-negotiable, but the firm may reduce fees for certain partners. The Partnership incurs various investment expenses, including management fees, accounting, legal, and professional expenses. The firm does not engage in traditional "soft dollar" agreements but may receive research from full-service broker-dealers. Investment discretion is a key feature, with the firm having authority to select underlying investment managers and allocate assets. The firm exercises discretion in determining investment transactions for the Partnership. Clients receive regular performance updates and financial statements. Bluestem Asset Management, LLC acts as the general partner of the Partnership, providing custody services and maintaining compliance with SEC regulations.

Quinn Opportunity Partners LLC is a registered investment adviser established in March 2011 and based in Charlottesville, VA. The firm manages private investment funds under a master-feeder arrangement, including Quinn Opportunities Master LP, Quinn Opportunities LP, and Quinn Opportunities Offshore Ltd. Additionally, they manage two private investment funds, Series A and Series D. The firm provides discretionary investment advice primarily through event-driven and value trading in various securities. Clients typically pay a quarterly management fee of 0.375% and may be subject to performance-based fees. The minimum investment for the Funds is generally $500,000, while separately managed accounts may have a minimum of at least $50 million. Quinn Opportunity Partners LLC exercises investment discretion for client accounts, with clients generally unable to place limits on the firm's authority. The firm's investment strategies focus on capital protection and appreciation through event-driven trading and value opportunities. Clients receive periodic performance reports and account statements. Quinn Opportunity Partners LLC has not reported any material changes, disciplinary events, or compensation for client referrals. The firm has a Code of Ethics in place and provides voting discretion over client securities.

Quantitative Investment Management, LLC is a financial advisory firm based in Charlottesville, Virginia. It currently has approximately $1,120,671,908 of assets under management and employs about 35 people. Quantitative Investment Management, LLC uses a fee structure of and performance-based fees.

Harren Equity Partners, LLC is a financial advisory firm based in Charlottesville, Virginia. It currently has approximately $764,858,271 of assets under management and employs about 9 people. Harren Equity Partners, LLC uses a fee structure of a percentage of assets under your management and performance-based fees.

Guardian Point Capital, LP is an investment adviser registered with the SEC, established in January 2012 and based in Charlottesville, Virginia. The firm specializes in providing investment advisory services on a discretionary basis to a private pooled investment vehicle known as the Fund. Guardian Point employs a fundamental, research-based long-short equity investment strategy focused on investing in securities believed to be mispriced. As of December 31, 2024, the firm managed $840,965,398 in client assets on a discretionary basis. For compensation, Guardian Point charges a management fee of 1.25% per year based on the value of each investor's capital account in the Fund, with adjustments for contributions and withdrawals. Additionally, the firm is entitled to receive performance-based compensation in the form of an incentive allocation equal to 10% of total net profits allocated to each limited partner's capital account, subject to a loss carryforward provision. Guardian Point acts with investment discretion, making determinations on securities transactions, broker selection, commission rates, and prices without client consultation. The firm also votes proxies on behalf of the Fund in the best economic interest of the client. Clients receive reports as per the Fund's offering documents, and Guardian Point maintains custody as the general partner of the Fund. The firm's investment strategy involves risks such as management risk, short sale risk, options risk, leverage, and market risk, among others.