A complete list of active advisors currently associated with Calabash Asset Management, LLC

Warmer can help you find a great advisor at Calabash Asset Management, LLC or one who fits your needs even better.

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.

To learn more about the advisors currently working at Calabash Asset Management, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.