Sizemore Capital Management LLC

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Sizemore Capital Management LLC ✚
CRD #	146961
SEC #	801-120310
CIK #	0001826272, 0001803710
AUM	$115.7 M (2025-01-03)
Employees	6 (33% Investors, 17% Brokers)
Phone	214-265-6597
Address	Calle Leonidas Yerovi 104 San Isidro, Peru
Source	[IAPD] [EDGAR] [Website]

Total AUM ($M) Copy

Type	Form D Funds	Date	Sold ($M)	AUM ($M)
HF	Blue Orbit Multi-Strategy Fund LP Series M Diversified Horizon Alpha	[2025-01-03]	0.0	0.6
HF	Blue Orbit Multi-Strategy Fund LP Series J Capital Enhanced	[2023-10-25]	0.0	0.1
HF	Blue Orbit Multi-Strategy Fund LP Series K Fund of Funds II	[2023-10-25]	0.0	1.3
HF	Blue Orbit Multi-Strategy Fund LP Series A Adaptive Asset Allocation	[2022-09-26]	0.0	0.8
HF	Blue Orbit Multi-Strategy Fund LP Series B Diversified Premium	[2022-09-26]	0.0	5.3
HF	Blue Orbit Multi-Strategy Fund LP Series C Long/Short Alpha	[2022-09-26]	0.0	0.9
HF	Blue Orbit Multi-Strategy Fund LP Series D Risk Offset	[2022-09-26]	0.0	0.1
HF	Blue Orbit Multi-Strategy Fund LP Series F Medical Receivables	[2022-09-26]	0.0	0.3
HF	Blue Orbit Multi-Strategy Fund LP Series I Fund of Funds	[2022-09-26]	0.0	6.8
HF	Blue Orbit Capital Fund I LP	[2021-01-12]	6.6	4.7
View All

AUM Breakdown	Accounts	AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals)	28	2.8
(b) Individuals (high net worth individuals)	48	17.5
(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	25.9
(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	2	69.5
(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	679	115.7
By Discretionary
Discretionary	679	115.7
Non-Discretionary	0	0.0
Total	679	115.7
By Non-United States Persons
Non-United States Persons		1.1
United States Persons		114.6
Total	679	115.7

Form D Directors	# Filings	# Firms	2011 - 2025
Charles Sizemore	3

EDGAR Form	CIK	2011 - 2025
D	[0001803710]
D	[0001826272]

Comparable Firms	State	AUM ($B)
Markin Asset Management LP ✚		0.1
QM Advisors LLC ✚		0.1
Greenwood Investors LLC ✚	NY	0.1
Financial Trust Asset Management Chartered ✚	FL	0.1
ACT Capital Management LLC ✚	PA	0.1
Twin Gryphon Advisors LLC ✚	MA	0.1
Quish & Co LLC ✚	CO	0.1
AMH Equity Ltd ✚		0.1
Dumont Global LP ✚	NY	0.1
Windward Management LP ✚	FL	0.1

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Sizemore Capital Management LLC

Assets, Funds, Holdings