TFJ Management LLC

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TFJ Management LLC
CRD #312132
SEC #801-121579
CIK #0002056069
AUM 198.4 M (2026-03-31)
Employees 2 (100% Investors, 0% Brokers)
Fees
Minimum
Phone617-877-7752
Address240 Elm Street
Somerville, MA 02144
Source [IAPD] [EDGAR]
Total AUM ($M)
200160120804002010201520212027
Fees and Compensation — Form ADV Part 2A (3/31/2026) [Brochure]
Item 5: Fees and Compensation

The fees applicable to each of the Clients are set forth in detail in the corresponding Offering
Documents. A brief summary of such fees is provided below.

Management Fee

TFJ Management receives an investment management fee (“Management Fee”) calculated on the first
day of each calendar quarter, based on a percentage of the capital account balance (as of such date) of
the TFJ Capital’s Investors. TFJ Management receives a Management Fee based on the ending gross
assets of Cassini TFJ at the end of each calendar quarter. The Managed Account shall pay to TFJ
Management a Management Fee, the specific calculations of which are provided in the Managed
Account client’s investment management agreement.

The Firm, in its sole discretion, may waive or modify the Management Fee for any Investor.

Incentive Allocation

At the end of each fiscal year, and on any withdrawal by or distribution of funds to an Investor during
a fiscal year, a performance-based fee (“Incentive Allocation”) is reallocated from each Investor’s
capital account to the General Partner’s capital account. For each Investor, the Incentive Allocation
shall be equal to a percentage of the Incentive Base Amount (equal to the net capital appreciation
allocated to an Investor’s capital account during the fiscal year in excess of that Investor’s high water
mark as of the beginning of that fiscal year) or the Alternative Incentive Base Amount (the net capital

TFJ Management, LLC                                                    Form ADV Part 2A Brochure

appreciation allocated to an Investor’s capital account during the fiscal year minus a hurdle amount), as
applicable.

The Managed Account shall pay to TFJ Management an Incentive Allocation, the specific calculations
of which are provided in the Investment Management Agreement.

Expenses

TFJ Management is authorized to incur and pay in the name and on behalf of the Clients all expenses
which they deem necessary or advisable.

The General Partner and/or the Firm bear the operating costs and other costs of the General Partner and
the Firm (the “Management Expenses”), including and not limited to (i) the formation and organization
of the General Partner and the Firm, (ii) office space, furnishings, equipment, utilities and
telecommunications costs, employee salaries, consultant payments and benefits of the General Partner
and the Firm, (iii) fees or assessments in connection with any regulatory registrations, qualifications,
approvals and/or filings of the General Partner and/or the Firm, and related compliance fees and
expenses (including, for the avoidance of doubt, all registered investment adviser and Form PF
expenses), (iv) accounting, bookkeeping, auditing and tax preparation fees and expenses of the General
Partner, the Firm and their respective partners, members, employees etc., (v) research and portfolio
management expenses including, but are not limited to, expenses incurred in connection with due
diligence investigations or research as to Investments or potential Investments, including travel, lodging
and other expenses incurred in connection with visits to companies, meetings, research symposiums
and communications with company management, security holders, analysts and other third parties, costs
of research reports, data feeds and databases, news wires and quotation services, periodical subscription
fees and costs of software (including risk control and market analytic software) utilized by the General
Partner and/or the Firm in connection with managing TFJ Capital’s portfolio and (vi) legal and other
fees, costs and expenses of the General Partner, Firm and their respective Affiliates for any threatened
or actual litigation or governmental investigation or proceeding against the General Partner or the Firm
relating to violations of securities or investment adviser laws, and the amount of any judgments or
settlements paid in connection with such litigation or fines or penalties levied as a result of any such
proceeding or investigation.

The Clients pay or reimburse the General Partner (or its affiliates) for all organizational and operating
expenses.

Organizational Expenses

“Organizational Expenses” are the fees and expenses attributable to the formation and organization of
the Funds, including, but not limited to, legal fees and expenses incurred in connection with the offering
circular and the Funds’ limited partnership agreement. Organizational Expenses may be amortized over
a period of 60 months.

Operating Expenses

“Operating Expenses” are the operating expenses and other costs of the Funds, excluding
Organizational Expenses and Management Expenses, but including and not limited to:

    (i)     accounting, bookkeeping, auditing and tax preparation fees and expenses;
    (ii)    all fees, costs and expenses of accounting, bookkeeping and recordkeeping services of the
            Funds’ administrator or any similar service provider retained by the General Partner to assist
            it in performing services for the Funds;
    (iii)   legal fees and expenses;
    (iv)    all fees and charges of custodians, clearing agencies and banks;

TFJ Management, LLC                                                   Form ADV Part 2A Brochure

    (v)    all bookkeeping, recordkeeping, legal, accounting, auditing, tax preparation and all
           professional, expert and consulting fees and expenses arising in connection with the Funds’
           activities;
    (vi)   insurance and bonding costs;
    (vii) all trading expenses and transaction costs, including, but not limited to, brokerage
          commissions and expenses relating to short sales, clearing and settlement charges, interest
          on loans and debit balances, margin interest, broker service fees and other clearing and
          custodial expenses;
    (viii) all costs and expenses incurred in attempting to protect or enhance the value of the Funds’
...
Account Minimums and Types of Clients — Form ADV Part 2A (3/31/2026) [Brochure]
Item 7: Types of Clients

Our clients are the Funds and the Managed Account, as described in Item 4 above. We may serve as
investment manager to other client accounts in the future.

Investors will generally be required to make a minimum initial investment of $3,000,000 into TFJ
Capital subject to our discretion to accept lesser amounts or establish different minimums in the future.
Investors will generally be required to make a minimum initial investment of $20,000 into Cassini TFJ
subject to our discretion to accept lesser amounts or establish different minimums in the future. Interests
will be offered and sold exclusively to investors satisfying the applicable eligibility and suitability
requirements to comply with applicable federal securities laws and regulations.
Sector Form 13F Holdings Value ($M)
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Appfolio Inc 8.2
Samsara Inc 4.1
SailPoint Inc 3.9
Dragoneer Growth Opportunities Corp 2.9
Riskified Ltd 2.1
Toast Inc 1.7
View All
Holdings by Sector ($M)
15012090603002023202420252027
Type Form D Funds Date Sold AUM
HF Cassini Partners LP - TFJ Series 2026-03-31 14.1 M
HF TFJ Capital Partners LP [2021-02-24] 94.4 M 157.0 M
Filed 2022-05-06 (D/A) · Exemption 506(b), 3(c), 3(c)(1) · Minimum $3,000,000 · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose
AUM Breakdown Accounts AUM ($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 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 2 171.1
(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 1 27.2
Total 3 198.4
By Discretionary
Discretionary 3 198.4
Non-Discretionary 0 0.0
Total 3 198.4
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 198.4
Total 3 198.4
Form D Directors Role # Filings # Firms 2011 - 2026
Adam Fisher Executive Officer 42 7
Matthew Fisher Executive Officer 7 3
Tfj Investors LLC Executive Officer 1 1
EDGAR Form CIK 2011 - 2026
13F-HR [0002056069]
Firm Profile (Form ADV)
ServesInstitutional
Fund TypesHedge Fund
LEI549300ZPCPPH0023K646
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