Long Focus Capital Management LLC

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Long Focus Capital Management LLC
CRD #322024
SEC #801-126361
CIK #0001606664, 0001602716
AUM 2,436.5 M (2026-03-30)
Employees 11 (55% Investors, 0% Brokers)
Fees
Minimum
Phone787-333-0240
Address207 Calle del Parque
San Juan, PR 00912
Source [IAPD] [EDGAR]
Total AUM ($B)
3.02.41.81.20.60.02010201520212027
Fees and Compensation — Form ADV Part 2A (3/30/2026) [Brochure]
ITEM 5 – FEES AND COMPENSATION

       Item 5.A – Fees and Performance Allocations

With respect to the Funds, LFCM is paid a management fee monthly equal to one-twelfth of 1.5%
(1.5% per annum) of the net asset value of the capital balances of the investors in the Feeder Funds.
Long Focus Capital Partners receives a special allocation based on investment performance (the
“Performance Allocation”) at the end of each calendar year (and intra-year in association with
redemptions from the Feeder Funds, if any, as explained in the Offering Documents) equal to 20%
of the excess, if any, of the net asset value of each relevant class or series of Master Fund shares
over the previous highest net asset value at which a Performance Allocation was made, adjusted
to take into account redemptions from the Feeder Funds by Feeder Fund investors. The calculation
of the Performance Allocation reflects both realized and unrealized gains and losses. Once made,
a Performance Allocation will not be reversed, even if Feeder Fund investors experience losses in
subsequent periods. The calculations for fees and performance allocations can be complex.
Prospective and current investors are advised to review the Offering Documents for additional
information, including more detail on the calculations.

The Manager or LFCM may from time to time (whether granted through side letters or otherwise)
permit certain Fund investors (including affiliated investors) to invest in a Feeder Fund on different
terms than other investors in the Feeder Fund, including with respect to: (i) redemption rights;
(ii) lower or no management fees and/or performance compensation; and (iii) such other
provisions as LFCM or the Manager may specify. The establishment or existence of different terms
for certain investors will not entitle any other investor or class of investors to the same or similar
terms, and neither the Manager nor LFCM will be required to obtain the consent or approval of,
or give notice to, any investor or class of investors in connection with those terms.

With respect to other clients, the fees and other terms are negotiated with each client and
incorporated into their Advisory Agreement.

       Item 5.B – How Fees and Performance Allocations Are Billed

With respect to the Funds, the management fees payable to LFCM are accrued and paid monthly
based on the net asset value of each investor’s capital on the last day of the month. The Funds’
administrator is engaged by the Funds to provide day-to-day administrative and bookkeeping
services and in that capacity calculates the net asset value of the Funds and also the management
fee. Upon LFCM’s verification of the net asset value and the management fee calculation, LFCM
will request that the management fee payment is made from the assets of the Funds and the
corresponding amounts booked against each investor’s capital or shareholder account.

The Funds’ administrator will calculate the amount of the Performance Allocation, if any,
following the determination of the net asset value. Upon LFCM’s verification of the calculation,
the administrator will book the Performance Allocation to Long Focus Capital Partners’ shares of
the Master Fund and the corresponding amounts against each investor’s capital or shareholder
accounts.

With respect to other clients, the negotiated fee terms will vary based on certain factors including
but not limited to the size of the account, the complexity of the investment program based upon

the investment specific investment objectives, the level of monitoring, and account reporting
requirements.

       Item 5.C – Other Fees and Expenses

With respect to the Funds, each Fund pays all its expenses incurred in connection with the
organization of the Fund and the continuing offering of its interests, as applicable. These expenses
include, without limitation, legal fees, accounting fees, printing costs, government filing fees, and
out-of-pocket expenses incurred by Long Focus Capital Partner and/or LFCM, as applicable, in
connection with the offering.

In addition, each of the Funds pays all of its ordinary and extraordinary expenses, including (i)
brokerage fees and commissions and other transaction costs and investment-related expenses
incurred in connection with the Fund’s investment and trading activities, including research
expenses and the costs of any independent accountants or other experts or consultants engaged by
LFCM in connection with making investments; (ii) custody charges; (iii) any interest, fees, and
costs of Master Fund-related borrowings (including borrowings related to positions held on
margin); (iv) routine operational costs such as legal, accounting, bookkeeping, licensing or
subscription fees and related support expenses for order and execution and portfolio and risk
management systems, auditing, consulting and other professional expenses, administration
(including the costs and expenses of the Funds’ administrator, including additional fees for
ancillary services), tax preparation expenses, all taxes (if any), costs and expenses related to
regulatory compliance matters, and fees payable to governments or agencies; (v) its pro rata
portion of any errors and omissions insurance (including E&O, D&O, cyber or any other form of
insurance related to the Fund and its management and operations); (vi) exchange, board of trade
or other trading or execution facility membership or participation expenses; (vii) market data, price
quote data and other data, including, but not limited to, Bloomberg data, research data and alternate
data, newswire and data processing expenses, cloud computing and cloud data storage fees and
expenses, and connectivity charges; (viii) fees and costs payable in connection with preparing and
mailing reports to the investors; (ix) compliance related expenses and fees and expenses associated
with preparing and submitting regulatory filings (e.g., expenses relating to the preparation and
...
Account Minimums and Types of Clients — Form ADV Part 2A (3/30/2026) [Brochure]
ITEM 7 – TYPES OF CLIENTS

LFCM’s clients are primarily the Funds. Investor eligibility requirements for each Feeder Fund,
will be detailed in the Offering Documents, which specify that each investor must be an be an
“Accredited Investor” as defined in Rule 501 of Regulation D under the Securities Act of 1933
and a “Qualified Purchaser” or a “Knowledgeable Employee” as defined in Section 2(a)(51) of the
1940 Act and Rule 3c-5 thereunder, respectively. Investors in the Funds must have (i) prior

investment experience; (ii) adequate means of providing for their current needs and personal
contingencies; (iii) no need for liquidity in the investment; (iv) only committed investments in the
Funds that are earmarked for long-term investment; (v) sufficient funds to afford a complete loss
of principal; and (vi) carefully read and understood (either alone or in conjunction with a financial
advisor) the Fund’s Memorandum.

The minimum initial amount required to be invested in any Feeder Fund by an investor is
$25,000,000, which may be waived at the discretion of Long Focus Capital Partners.

Managed account clients may be individuals or entities. The minimum initial amount required to
be invested is $5 million, which may be waived at the discretion of LFCM.
Sector Form 13F Holdings Value ($B)
Comcast Corp 0.5
Charter Communications Inc /MO/ 0.4
Walt Disney Co 0.3
Energy Transfer Equity LP 0.2
BP PLC 0.2
CVS Caremark Corp 0.2
Amazon Com Inc 0.1
Molina Healthcare Inc 0.1
Fortress Transportation & Infrastructure Investors LLC 0.1
Eldorado Resorts Inc 0.1
View All
Holdings by Sector ($B)
4.03.22.41.60.80.02020202220242027
Type Form D Funds Date Sold AUM
HF Long Focus Capital Master Ltd [2014-08-29] 188.5 M 1,745.7 M
Filed 2022-10-12 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $100,000 · Remaining Indefinite · Duration More than one year · Net Assets Over $100,000,000
AUM Breakdown Accounts AUM ($B)
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 3 1.7
(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 0.7
(n) Other 0 0.0
Total 4 2.4
By Discretionary
Discretionary 4 2.4
Non-Discretionary 0 0.0
Total 4 2.4
By Non-United States Persons
Non-United States Persons 0.1
United States Persons 2.3
Total 4 2.4
Form D Directors Role # Filings # Firms 2011 - 2026
John Helmers Executive Officer 5 2
EDGAR Form CIK 2011 - 2026
13F-HR [0001602716]
3 [0001602716]
4 [0001602716]
SC 13G [0001602716]
3 [0001606664]
4 [0001606664]
D [0001606664]
Form 13D/13G Filer Form 13D/13G Subject Filed
Long Focus Capital Management LLC Onity Group Inc [2026-05-15]
Long Focus Capital Management LLC Bicycle Therapeutics PLC [2026-05-15]
Long Focus Capital Management LLC Tilly's Inc [2026-05-15]
Long Focus Capital Management LLC Adaptimmune Therapeutics PLC [2026-02-17]
Long Focus Capital Management LLC FTAI Infrastructure Inc [2025-11-14]
Long Focus Capital Management LLC Citi Trends Inc [2025-11-14]
Long Focus Capital Management LLC Tilly's Inc [2025-11-14]
Long Focus Capital Management LLC Azul Sa [2025-08-14]
Long Focus Capital Management LLC Citi Trends Inc [2025-08-14]
Long Focus Capital Management LLC FTAI Infrastructure Inc [2025-04-22]
View All
Firm Profile (Form ADV)
ServesInstitutional
Fund TypesHedge Fund
LEI549300THADEWMS2B0Q53
Form 3/4/5 Subject 2011 - 2026
Camber Energy Inc
Long Focus Capital Management LLC
Long Focus Capital LLC
Condagua LLC
Helmers John
Helmers Adele Glenn
Insider Transaction (Form 3/4/5) Date Action Shares Price Value ($)
Camber Energy Inc LEI
Common Stock, par value 0.001 per share
2014-05-01 Other 1,300,000 $0.00
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