A complete list of active advisors currently associated with Catoosa Fund Management LLC

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

Catoosa Fund Management LLC is a state-registered investment adviser that provides discretionary portfolio management through separately managed accounts; its brochure notes the firm recently stopped managing a fund and, as of the filing, reported no assets under management. Like many investment managers, it generally charges asset-based management fees for its services. The firm’s stated investment approach is active, equity-focused and event-driven, employing both long and short positions and using technical analysis to time trades. Catoosa’s strategy may include derivatives, leverage, risk-arbitrage and regular trading across market capitalizations, including small- and mid-cap names, with attendant liquidity and volatility risks. Noteworthy features in the brochure include that the firm currently does not charge performance-based fees, does not vote client proxies, and reports it does not use soft-dollar arrangements; it is operated by a sole investment professional. The brochure also discloses a prior FINRA arbitration involving that principal while employed elsewhere, which was settled by the former employer.

To learn more about the advisors currently working at Catoosa Fund 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.