272 Capital LP

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272 Capital LP
CRD #308148
SEC #801-118633
CIK #0001841077
AUM
Employees 4 (75% Investors, 0% Brokers)
Fees
Minimum
Phone214-556-2465
Address3811 Turtle Creek Blvd
Dallas, TX 75219
Source [IAPD] [EDGAR] [LinkedIn]
Total AUM ($M)
60048036024012002010201520212027
Fees and Compensation — Form ADV Part 2A (3/31/2025) [Brochure]
ITEM 5: FEES AND COMPENSATION

DESCRIPTION OF COMPENSATION

In consideration of our advisory services, 272 receives a “Management Fee” and an “Incentive/Performance
Allocation” with respect to each Client account. While our fees are described in detail in the 272 Fund’s governing
and offering documents and in the investment management agreements, a brief summary of our advisory fees is set
forth below.

Management Fee

272 Fund Management Fee: The Master Fund will pay to the Investment Manager a fee for its services (the
“Management Fee”) for each fiscal quarter equal to a quarter of the result of the Management Fee Rate multiplied by
the balance of each Capital Account as of the beginning of such fiscal quarter (before taking into account the estimated
accrued Incentive Allocation, if any). The Master Fund will calculate and pay the Management Fee in advance but
will amortize the Management Fee monthly over the fiscal quarter for which such Management Fee is paid. The portion
of the Management Fee applicable to a Capital Account will be charged to its corresponding Master Fund Shares.

“Management Fee Rate” means 1.5% per annum. The Master Fund will pay the Management Fee within 10 days of
the first day of each fiscal quarter. The Investment Manager may, without the consent of the Limited Partners, cause
the Management Fee to be charged to and paid by the Partnership instead of the Master Fund.

Incentive Allocation: Generally, at the end of each Fiscal Year, the Master Fund will reallocate from the record of
each series of Master Fund Shares corresponding to a Capital Account to the record of the Class M Shares an amount
(the “Incentive Allocation”) equal to the result of the applicable Incentive Allocation Rate multiplied by the net
realized and unrealized appreciation in the net asset value of such series of Master Fund Shares (taking into account,
as applicable, gains and losses realized or deemed realized with respect to Special Investments allocated during such
Fiscal Year, and after reducing such amount by the amount of the Management Fee debited to such Limited Partner’s
Capital Account during such Fiscal Year), adjusted for (i) any redemption of Master Fund Shares in the series since
the last calculation of the Prior High NAV of such series of Master Fund Shares, and (ii) expenses of the Partnership
(other than Investor-Related Taxes) corresponding to such series of Master Fund Shares that are not reflected in the
net asset value of the Master Fund (the “Adjusted NAV”); provided, however, that an Incentive Allocation will be
made only with respect to the excess of the Adjusted NAV of a series of Master Fund Shares over its Prior High NAV.
The Incentive Allocation will also be made with respect to net realized and unrealized appreciation attributable to
amounts withdrawn, amounts distributed, and amounts transferred (provided that such Transfer results in a change in
the beneficial ownership of the Interest transferred) and in connection with the termination of the Partnership or the
Master Fund. The Class M Shares will not be subject to the Incentive Allocation.

“Incentive Allocation Rate” means 20%.

The “Prior High NAV” of each series of Master Fund Shares is the net asset value of that series immediately
following the date as of which the last Incentive Allocation allocable with respect to such series was determined (or if
no Incentive Allocation has yet been determined with respect to such series, the net asset value of such series
immediately following the initial issuance of such series), reduced by any Investor- Related Taxes accrued or paid
subsequent to either such date.

For purposes of determining allocations, including calculating the Incentive Allocation and the Prior High NAV, any
Investor-Related Taxes related to a Partner, or a direct or indirect beneficial owner of the Master Fund will be deemed
distributed to such Partner or direct or indirect beneficial owner of the Master Fund and will not be deemed to be
expenses that reduce net capital appreciation or increase the Prior High NAV.

“Investor-Related Tax” means any tax withheld from the Partnership or the Master Fund or paid over by the
Partnership or the Master Fund, in each case, directly or indirectly, with respect to or on behalf of a Partner or a direct
or indirect beneficial owner of the Master Fund, and interest, penalties and/or any additional amounts with respect
thereto, including (i) a tax that is determined based on the status, action or inaction (including the failure of a Partner
or a direct or indirect beneficial owner of the Master Fund to provide information to eliminate or reduce withholding
or other taxes) of a Partner or a direct or indirect beneficial owner of the Master Fund, or (ii) an “imputed
underpayment” within the meaning of Section 6225 of the Internal Revenue Code of 1986, as amended (the “Internal
Revenue Code”), and any other similar tax, attributable to a Partner or a direct or indirect beneficial owner of the
Master Fund, as determined by the General Partner in its sole discretion.

If Master Fund Shares of a particular series are redeemed other than at the end of a Fiscal Year as of which an Incentive
Allocation is made with respect to such series, the Prior High NAV of such series will be reduced in the same
proportion as the reduction in the net asset value of that series caused by such redemption.

The Incentive Allocation will be determined separately with respect to each series of Master Fund Shares
corresponding to a Capital Account established for a Limited Partner. Accordingly, it is possible that an Incentive
Allocation may be made with respect to one series of Master Fund Shares even though another series of Master Fund
Shares corresponding to a Capital Account of the same Limited Partner has not appreciated or has depreciated in value
during the same period.
...
Account Minimums and Types of Clients — Form ADV Part 2A (3/31/2025) [Brochure]
ITEM 7: TYPES OF CLIENTS

Our clients are described in Item 4 above. The 272 Fund is generally open to, among others, high net-worth individuals,
financially sophisticated individuals, and other sophisticated investors. In addition, we have clients that are institutional
investors.
Sector Form 13F Holdings Value ($M)
Applied Blockchain Inc 40.0
 
 
 
 
 
 
 
 
 
 
Holdings by Sector ($M)
3002401801206002020202220242027
Type Form D Funds Date Sold AUM
HF 272 Capital Master Fund Ltd [2020-03-31] 81.8 M 72.5 M
Filed 2025-06-20 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $100,000 · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose
AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 0 0.0
(b) Individuals (high net worth individuals) 0 0.0
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 5 129.9
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 1 12.0
Total 6 141.9
By Discretionary
Discretionary 6 141.9
Non-Discretionary 0 0.0
Total 6 141.9
By Non-United States Persons
Non-United States Persons 72.5
United States Persons 69.4
Total 6 141.9
Form D Directors Role # Filings # Firms 2011 - 2026
Jason Fitzgerald Director 94 26
Cathlin Rossiter Director 10 5
Geoffrey Butler Director 12 4
272 Capital LP Promoter 2 2
B Riley Asset Management LLC Promoter 2 2
EDGAR Form CIK 2011 - 2026
13F-HR [0001841077]
3 [0001841077]
4 [0001841077]
SC 13D [0001841077]
SC 13G [0001841077]
Form 13D/13G Filer Form 13D/13G Subject Filed
272 Capital LP Cadiz Inc [2024-11-14]
B Riley Asset Management LLC Harvard Bioscience Inc [2023-02-15]
B Riley Asset Management LLC Arena Group Holdings Inc [2023-02-15]
B Riley Asset Management LLC CalAmp Corp [2022-07-22]
B Riley Asset Management LLC CalAmp Corp [2022-05-26]
B Riley Asset Management LLC Sequans Communications [2022-03-24]
272 Capital LP Intest Corp [2021-01-20]
Firm Profile (Form ADV)
ServesInstitutional
Fund TypesHedge Fund
Form 3/4/5 Subject 2011 - 2026
272 Capital LP
CalAmp Corp
Cummins Wes
Tile Shop Holdings Inc
Insider Transaction (Form 3/4/5) Date Action Shares Price Value ($)
CalAmp Corp CAMP
Common Stock
2022-07-14 Buy 40,000 $4.21 168,400
CalAmp Corp CAMP
"Common Stock, par value $0.01 per share (""Common Stock"")"
2022-07-13 Buy 107,587 $4.08 438,955
CalAmp Corp CAMP
Common Stock
2022-07-12 Buy 274,207 $4.14 1,135,217
CalAmp Corp CAMP
"Common Stock, par value $0.01 per share (""Common Stock"")"
2022-07-11 Buy 100,000 $4.12 412,000
CalAmp Corp CAMP
"Common Stock, par value $0.01 per share (""Common Stock"")"
2022-06-30 Buy 106,900 $4.14 442,566
CalAmp Corp CAMP
Common Stock
2022-06-29 Buy 120,000 $4.31 517,200
CalAmp Corp CAMP
"Common Stock, par value $0.01 per share (""Common Stock"")"
2022-06-28 Buy 105,000 $4.69 492,450
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