Cider Mill Investments LP

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Cider Mill Investments LP
CRD #282875
SEC #801-107350
CIK #0001672201
AUM
Employees 12 (58% Investors, 0% Brokers)
Fees
Minimum
Phone203-717-6770
Address33 Benedict Place
Greenwich, CT 06830
Source [IAPD] [EDGAR] [Website] [LinkedIn]
Total AUM ($M)
3502802101407002009201420192025
Fees and Compensation — Form ADV Part 2A (3/27/2019) [Brochure]
Item 5 - Fees and Compensation

Management Fees
As the investment adviser to the Funds, Cider Mill receives a fixed fee for management
services, payable in advance at the beginning of each calendar month. The Management Fee
is, at an annual rate, either 1.0% or 1.5%, depending on each Investor’s total net contributions.
As the Funds’ aggregate balance of fee paying Investors’ assets exceeds $500 million, the
Management Fee is reduced on a pro-rata basis.

The Management Fee will be prorated for subscriptions or withdrawals effective other than
at the beginning or the end, respectively, of a calendar month.

The General Partner may, in its sole discretion, elect to reduce, waive or calculate differently
the management fee with respect to any Investor. The General Partner will waive the
management fee with respect to Investors that are affiliates of the Firm, partners and
employees (and former partners and former employees) of the Firm or its affiliates, members
of the families and friends of such persons, trusts or other entities primarily for their benefit
or for charitable purposes and certain other Investors, as determined by the General Partner.

Other Expenses

Cider Mill Investments LP                                                    Form ADV Part 2A

The Feeder Funds invest in the Master Fund on substantially the same terms and conditions
and therefore will generally be allocated a proportionate share of the Master Fund’s gains,
losses and expenses based on their interest in the Master Fund.

The Funds will bear their own expenses, including, but not limited to, legal and other
organizational expenses incurred in the formation of the Funds, operating and other expenses,
including, but not limited to, investment-related expenses (e.g., brokerage commissions,
clearing and settlement charges, custodial fees, interest expenses, initial and variation margin,
broken deal expenses and other transactional charges, fees or costs, investment-related travel
and lodging expenses, consulting, advisory, investment banking, valuation, legal and other
professional fees relating to particular investments or contemplated investments, and
research-related expenses), fees and expenses relating to the advisory board, to the board of
directors of the Master Fund and the Intermediate Fund, legal expenses, any expenses
associated with regulatory filings, and accounting, audit and tax advice and preparation
expenses.

If Cider Mill incurs any of the expenses mentioned above on behalf of the Funds, then the Firm
will allocate such expenses among the Funds in proportion to the size of the investment made
by each in the activity or entity to which the expense relates, or in such other manner as
Cider Mill considers fair and reasonable.

For a more detailed discussion of expenses and brokerage and transaction costs, Investors are
directed to “Item 12 – Brokerage Practices”, as well as the relevant Fund Documents.

Item 6 - Performance Fees and Side-By-Side Management

At the end of each calendar year, the General Partner (an affiliate of Cider Mill) will receive
an annual incentive allocation. The incentive allocation is equal to either 20%, 17.5%, or 15%
of the net profits attributable to each Investor’s account, if any, subject to a “high water mark”
provision. The allocation rate varies based on which series of interests or shares to which
the Investor subscribes. Generally, the incentive allocation will decrease on the two and/or
four-year anniversary date of each investment until such rate is equal to 15%. The incentive
allocations are charged in compliance with Rule 205-3 of the Investment Advisers Act of 1940,
as amended (the “Advisers Act”). This arrangement may create a theoretical incentive for
the Firm to recommend investments that are riskier or more speculative than would be the
case in the absence of such performance allocation.

The General Partner may, in its sole discretion, and in its capacity as general partner of the
Domestic Fund, elect to reduce, waive or calculate differently the incentive allocation with
respect to any Investor. The General Partner will waive the incentive allocation with respect
to affiliates of the Firm, partners and employees (and former partners and former employees)
of the Firm or its affiliates, members of the families and friends of such persons, trusts or other
entities primarily for their benefit or for charitable purposes and certain other investors, as
determined by the General Partner.
Account Minimums and Types of Clients — Form ADV Part 2A (3/27/2019) [Brochure]
Item 7 - Types of Clients

The Firm’s clients are the Funds, which are private fund investment vehicles that are exempt
from registration under the Investment Company Act of 1940, as amended (the “Investment
Company Act”). The Fund Documents provide the eligibility criteria and minimum
investment requirements for each Fund.

In general, each Investor in the Funds must be an “accredited investor” as defined in Regulation
D under the Securities Act of 1933, as amended, and a “qualified purchaser” as defined in

Cider Mill Investments LP                                                    Form ADV Part 2A

Section 2(a)(51) of the Investment Company Act. Although Cider Mill has the discretion to
accept subscriptions of a lesser amount, the required minimum initial investment in the Funds
is generally $1,000,000.
Sector Form 13F Holdings Value ($M)
United States Oil Fund LP 6.0
Fidelity National Information Services Inc 5.4
Adobe Systems Inc 4.3
Salesforce Com Inc 4.3
Intercontinentalexchange Group Inc 3.1
Transunion Holding Company Inc 3.0
McGraw-Hill Companies Inc 3.0
Global Payments Inc 3.0
Microsoft Corp 3.0
Charter Communications Inc /MO/ 2.8
View All
Holdings by Sector ($M)
2502001501005002017201820192020
Type Form D Funds Date Sold AUM
HF Cider Mill Master Fund Ltd [2016-07-01] 77.0 M 313.0 M
Filed 2018-03-29 (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 4 313.0
(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 0 0.0
Total 4 313.0
By Discretionary
Discretionary 4 313.0
Non-Discretionary 0 0.0
Total 4 313.0
By Non-United States Persons
Non-United States Persons 68.7
United States Persons 244.3
Total 4 313.0
Form D Directors Role # Filings # Firms 2011 - 2026
Matt Auriemma Director 110 39
Julie O'Hara Director 118 28
Thomas Wilcox Director 4 2
EDGAR Form CIK 2011 - 2026
13F-HR [0001672201]
Firm Profile (Form ADV)
ServesInstitutional
Fund TypesHedge Fund
LEI5493O0GZIVJGX05BV227
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