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| M83 Investment Group LLC
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| CRD # | 332416 |
| SEC # | 801-131436 |
| CIK # | |
| AUM | 191.0 M (2025-12-05) |
| Employees | 6 (67% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 818-222-4727 |
| Address | 27200 Agoura Road Calabasas, CA 91301 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| Fees and Compensation — Form ADV Part 2A (12/5/2025) [Brochure] |
|---|
Item 5. Fees and Compensation
A. Registered Fund Advisory Fees
83IG has retained Adviser as its investment adviser, and, subject to the supervision of 83IG’s
Board of Trustees, Adviser provides a continuous program of supervision for 83IG’s assets.
Under our advisory agreement with 83IG, 83IG will compensate Adviser for advisory services
through the payment of a Management Fee. The Management Fee is equal to 0.95% per annum,
payable monthly in advance. Fees are deducted directly from the Fund. More information about
the calculation of management fees and the specific manner in which fees are charged can be
found in the Fund’s Prospectus.
B. Other Fees and Expenses:
The fees described above cover only the Adviser’s investment management services. The
Fund and its investors also bear, directly and indirectly, certain additional expenses, in each
case as described in the Prospectus.
The Fund will pay, or reimburse Adviser for, operating expenses and organizational expenses
related to the Fund. Expenses permitted to be charged to the Fund are set out in the relevant
Offering Documents. Operating expenses may include, but are not limited to:
- research and market data;
- expenses related to legal, tax, auditors, accountants, administrators, custodians,
consultants, compliance firms, third party valuation firms, information technology
providers and other outside advisors and professionals;
- insurance;
- regulatory or tax compliance;
- brokerage, custodial and banking charges;
- meetings of the Fund’s advisory board or limited partners;
- taxes, duties and other governmental charges;
M83 Investment Group Page 5 of 15
Form ADV Part 2A
December 5, 2025
- liquidation of the Fund;
- administrative expenses; and
- reasonable travel expenses (including transportation, lodging, meals and related
expenses). |
| Account Minimums and Types of Clients — Form ADV Part 2A (12/5/2025) [Brochure] |
|---|
Item 7. Types of Clients Adviser provides investment advisory services on a discretionary basis to 83IG, which is a continuously offered, non-diversified, closed-end tender offer fund registered under the 1940 Act. Investors are subject to applicable suitability requirements and must be “accredited investors” (as defined in Regulation D under the U.S. Securities Act of 1933, as amended). In addition, Investors must meet certain stated minimum commitments as set out in the Fund’s Prospectus and Subscription Agreement. |
| 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 | 1 | 191.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (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 | 1 | 191.0 |
| By Discretionary | ||
| Discretionary | 1 | 191.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1 | 191.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 191.0 | |
| Total | 1 | 191.0 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional |
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