Coleman River Capital LLC

Coleman River Capital LLC provides discretionary and non‑discretionary investment advisory services to individuals, trusts, estates, charitable organizations, foundations, corporations, partnerships and other business entities, and manages separately managed accounts. The firm also acts as general partner and manager for private pooled vehicles — notably Southern Avenue Partners, L.P., Exponent Fund LP and Exponent SLP LP — and may solicit eligible clients to invest in those funds under private placement terms.

CRC combines technical and fundamental analysis to run concentrated long and short portfolios focused on U.S. equities, U.S. exchange‑traded funds and listed options, and it employs both long‑term and short‑term trading strategies, including day trading, short sales, margin and option spreads. The firm works with clients to document investment objectives and risk tolerances, and structures portfolios in accordance with client investment policy statements and account guidelines.

Distinctive for a small, single‑manager firm, CRC serves as a private fund adviser and manages pooled investment vehicles side‑by‑side with separately managed accounts while using negotiated performance‑based fee arrangements with Qualified Clients (including features such as high‑water marks and priority returns). The brochure discloses the manager’s personal and related‑party investments in the Fund, formal allocation and trade‑aggregation policies to address potential conflicts, and the use of option strategies that can produce substantial notional leverage.