|
⚲
|
| Lodgepine Capital Management Limited
✚
| |
|---|---|
| CRD # | 306516 |
| SEC # | 801-117872 |
| CIK # | |
| AUM | $6.0 MM (2024-03-25) |
| Employees | 7 (29% Investors, 0% Brokers) |
| Phone | 441-493-9000 |
| Address | 2 Front Street, Hamilton, Bermuda |
| Source | [IAPD] [Website] |
| Total AUM ($MM) |
|---|
| Type | Form D Funds | Date | Sold ($MM) | AUM ($MM) |
|---|---|---|---|---|
| LF | Lodgepine Fund Limited | [2022-03-22] | 18.9 | 45.0 |
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| 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 | 1 | 0.6 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 4.2 |
| (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 | 1.1 |
| (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 | 1 | 6.0 |
| By Discretionary | ||
| Discretionary | 1 | 6.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1 | 6.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 4.8 | |
| United States Persons | 1.1 | |
| Total | 1 | 6.0 |
| Form D Directors | # Filings | # Firms | 2011 - 2024 |
|---|---|---|---|
| Richard Harris | 32 | ||
| Andrew Barnard | 2 | ||
| Gregoire Haenni | 2 | ||
| Jed Rhoads | 2 | ||
| Jamie Welsby | 1 | ||
| John Duda | 1 | ||
| Lodgepine Capital Management Limited | 1 | ||
| Edward Dew | 1 | ||
| Brenton Slade | 1 |
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|---|---|---|
|
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|
CA | 0.0 |
|
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AL | 0.0 |
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NV | 0.0 |
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Paradigm Consulting Inc
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SD | 0.0 |
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CT | 0.0 |
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CT | 0.0 |
|
Axcent Private Capital LLC
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CO | 0.0 |
|
M3Sixty Capital LLC
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|
KS | 0.0 |