Calabash Asset Management, LLC

Calabash Asset Management, LLC is a single-advisor registered investment adviser that provides discretionary portfolio management, wealth management and financial planning to individuals, high-net-worth investors, pension and profit-sharing plans and certain institutional clients. The firm also serves as investment manager to a privately offered pooled vehicle, Calabash Capital Partners LP, with an affiliated entity acting as the Fund’s general partner.

The firm’s investment approach combines a quantitative, low-volatility long/short U.S. equities strategy with a growth-oriented focus on what it calls Exponential Growth Companies, using combined quantitative factor screens and qualitative analysis to construct benchmark-agnostic portfolios (targeting roughly 70–75 holdings with limited initial position sizes). While the manager emphasizes a long-term, low-turnover horizon, the Fund and client accounts may employ leverage, derivatives (including options) and cash management techniques as market conditions warrant.

Distinctive for a solo independent adviser, the firm operates both pooled vehicle management and separately managed accounts (including institutional and pension plan clients) and acts as a private fund adviser and sponsor for its partnership vehicle. The brochure also discloses a proprietary online interactive platform used to deliver advice, regular monthly unaudited reports and annual audited financial statements for Fund investors, and that the firm’s principal maintains a concurrent full‑time role outside the advisory practice.