Daceyholden Management, LLC

DaceyHolden Management, LLC primarily advises a private pooled investment vehicle that serves as its main client and also manages a limited number of separately managed accounts for individual and high‑net‑worth investors. The firm provides ongoing, discretionary portfolio management and tailors model portfolios and investment policy statements to each client’s goals, time horizon, and risk tolerance.

The adviser combines fundamental and quantitative analysis and generally follows a long‑term trading approach, with equities comprising a majority of recommendations for many clients and diversified allocations for separately managed accounts. The Fund may employ long and short positions and use derivatives (including futures, options, and swaps) and leverage, while SMAs are typically implemented through model portfolios under discretionary authority.

What distinguishes DaceyHolden from most solo independent advisers is its role as a sponsor and manager of a private pooled fund with an affiliated Commodity Pool Operator that is registered with the CFTC and a member of the NFA; the Fund pays a performance‑based incentive allocation to that affiliate rather than to the advisory firm. The firm discloses the resulting side‑by‑side conflicts (performance‑fee fund investors versus non‑performance SMA clients) and describes allocation and compliance policies intended to address those conflicts.