Roystone Capital Management LP

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Roystone Capital Management LP
CRD #167004
SEC #801-77788
CIK #0001582271
AUM
Employees 18 (67% Investors, 0% Brokers)
Fees
Minimum
Phone212-326-6010
Address780 Third Avenue
New York, NY 10017
Source [IAPD] [EDGAR] [Website]
Total AUM ($B)
4.03.22.41.60.80.02009201420192025
Fees and Compensation — Form ADV Part 2A (3/28/2018) [Brochure]
ITEM 5. FEES AND COMPENSATION

Asset-Based Compensation

The asset-based compensation applicable to each client account varies and is described in more detail in the Fund’s
offering memorandum or client’s investment management agreement. The Adviser is paid an asset-based investment
management fee in an amount up to 1.75% per annum of the net assets of the particular client account. The
management fees for the Funds are charged quarterly in advance, based on the value of the assets as of the first
business day of each quarter and the management fee for other client accounts is charged as set forth in the
applicable investment management agreement.

If an investor invests in a Fund or a client invests during a quarter or month, as applicable, or makes an additional
subscription during a quarter or month, as applicable, the management fee will be charged as of the effective date of
the subscription or the date of the additional contribution based on the value of the assets as of the applicable date
and will be prorated for the number of months or days, as applicable, remaining in the quarter or month, respectively.

To the extent there is a withdrawal during a quarter or month, as applicable, the unearned portion of any asset-based
fee paid in advance will be refunded and paid along with the redemption proceeds. The Adviser determines the
amount of the relevant refund on a pro rata basis, based on the portion of the relevant period during which it provided
services.

The management fee may be waived or reduced for an investor in a Fund that is a member, employee or affiliate of
the Adviser, Roystone Capital Advisors LLC (the “General Partner”), relatives of such persons, and for certain large or
strategic investors.

                                                                                               Page | 3

Performance-Based Compensation

The performance-based compensation applicable to each client account varies and is described in more detail in the
Fund’s offering memorandum or client’s investment management agreement. The Adviser (or an affiliate of the
Adviser) is entitled to be paid annual performance-based compensation, which is compensation based on a share of
net capital appreciation of the assets of a client account. This performance-based compensation paid to the Adviser
(or an affiliate of the Adviser) is up to 20%, and is subject to a loss carryforward.

The performance based compensation may be waived or reduced for an investor in a Fund that is a member,
employee or affiliate of the Adviser, the General Partner, relatives of such persons, and for certain large or strategic
investors.

The management fee and any performance-based compensation with respect to a Fund is calculated by a Fund’s
administrator and deducted by the Fund’s administrator pursuant to instructions from the Adviser. With respect to
other client accounts, the Adviser sends an invoice to the client (or the client’s third party administrator) for the
amount of the applicable management fee and performance-based compensation (if any).

In addition to paying the management fee and performance-based compensation, as more fully described in the
offering documents of the Funds or the investment management agreement for a client, client accounts may also be
subject to other expenses such as legal, audit, tax, administration and accounting expenses and other professional
expenses, research fees and expenses, investment expenses, interest on margin accounts and other indebtedness;
borrowing charges on securities sold short; custodial fees; and bank service fees. The applicable expenses for a client
are set forth in the client’s governing documents, as applicable and all of the above listed expenses may not be paid
by all of the Adviser’s clients.

Client assets may be invested in ETFs or other registered investment companies. In these cases, the client will bear its
pro rata share of the investment management fee and other fees of such fund, which are in addition to the
management fee paid to the Adviser. The Adviser manages a master-feeder structure and accordingly, the feeder
funds in such structure each bear their pro rata share of the expenses of the master fund. In addition, clients will incur
brokerage and other transaction costs. Please refer to Item 12 of this Brochure for a discussion of the Adviser’s
Account Minimums and Types of Clients — Form ADV Part 2A (3/28/2018) [Brochure]
ITEM 7. TYPES OF CLIENTS
The Adviser’s clients consist of the Funds and the pooled investment vehicle to which it serves as sub-adviser,
however, the Adviser may also, in the future, serve as investment manager to other client accounts or funds.

With respect to the Funds, the initial and additional subscription minimums are disclosed in the offering
memorandum for each Fund, which may be waived at the discretion of the Fund. The Adviser does not have any
standard requirements for opening or maintaining a separately managed account and may, in its discretion, require a
different investment minimum for any account.
Type Form D Funds Date Sold AUM
HF Roystone Capital Master Fund Ltd 2013-03-15 1,596.0 M
HF Roystone Capital Offshore Fund Ltd [2013-03-15] 782.9 M 810.6 M
Filed 2018-06-28 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $100,000 · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose
HF Roystone Capital Partners LP [2013-03-15] 1,076.1 M 616.7 M
Filed 2018-05-18 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose
AUM Breakdown Accounts AUM ($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 2 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 0.0
(n) Other 0 0.0
Total 2 1.7
By Discretionary
Discretionary 2 1.7
Non-Discretionary 0 0.0
Total 2 1.7
By Non-United States Persons
Non-United States Persons 1.7
United States Persons 0.0
Total 2 1.7
Form D Directors Role # Filings # Firms 2011 - 2026
Alun Davies Director 94 27
Tom Parsons Director 51 18
Richard Barrera Director, Executive Officer 11 3
Tom Parsons Jr Director 2 2
Roystone Capital Management LP Executive Officer 2 1
Roystone Capital Advisors LLC Executive Officer 1 1
EDGAR Form CIK 2011 - 2026
13F-HR [0001582271]
3 [0001582271]
4 [0001582271]
SC 13G [0001582271]
Form 13D/13G Filer Form 13D/13G Subject Filed
Roystone Capital Management LP Bitcoin Depot Inc [2023-07-12]
Roystone Capital Management LP Biote Corp [2023-02-17]
Roystone Capital Management LP Vapotherm Inc [2023-02-17]
Roystone Capital Management LP Summit Materials Inc [2015-04-27]
Roystone Capital Management LP Orbital Sciences Corp /DE/ [2015-01-23]
Roystone Capital Management LP Nexstar Broadcasting Group Inc [2014-11-13]
Roystone Capital Management LP Sinclair Broadcast Group Inc [2014-07-25]
Roystone Capital Management LP MDC Partners Inc [2014-05-29]
Roystone Capital Management LP Media General Inc [2014-02-14]
Roystone Capital Management LP RE/MAX Holdings Inc [2013-11-19]
Firm Profile (Form ADV)
ServesInstitutional
Fund TypesHedge Fund
Form 3/4/5 Subject 2011 - 2026
Roystone Capital Management LP
Barrera Richard R
Roystone Capital Holdings LLC
biote Corp
Guines LLC
Vapotherm Inc
Insider Transaction (Form 3/4/5) Date Action Shares Price Value ($)
biote Corp BTMD
Class A common stock, par value $0.0001 per share
2023-06-09 Other 99,372
biote Corp BTMD
Warrants · derivative
2023-06-09 Other 432,055
biote Corp BTMD
Class A common stock, par value $0.0001 per share
2023-02-07 Buy 375,000 $3.25 1,218,750
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