A complete list of active advisors currently associated with Davenport PBH LLC
Warmer can help you find a great advisor at Davenport PBH LLC or one who fits your needs even better.
Davenport PBH LLC operates as a private investment fund that offers pooled investment management to a small group of investors through limited partnership interests. The fund invests in publicly traded securities — including common and preferred stock, bonds, and options — and does not provide individualized portfolio management or permit investors to impose investment restrictions. The firm pursues a special-situations, value-oriented approach that targets out-of-favor or mispriced securities, including illiquid issues, companies in recapitalizations or bankruptcy, and event-driven opportunities such as potential mergers or take-privates; positions can be concentrated and the fund is generally unleveraged. Investment decisions are discretionary and centrally managed by the firm’s sole portfolio manager, with regular internal reviews and quarterly reporting to investors. Compared with typical small independent advisers, Davenport PBH LLC charges performance-based compensation and operates exclusively as a pooled fund rather than managing individual accounts, which can create different incentive and liquidity dynamics for investors. The firm is run by a single manager with prior institutional experience and an atypical proprietary trading track record noted in the brochure, and the fund uses established custodians and receives broker research and services in connection with trading.
To learn more about the advisors currently working at Davenport PBH 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.
Name |
Location |
Years of experience |
|---|---|---|
Inlet Beach, FL
| 6
|
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