Kilimanjaro Capital, LLC

The firm is a single-advisor independent investment adviser managing discretionary portfolios for a small client base (about 13 clients and roughly $9.6 million in assets). It provides portfolio management services for individuals and retirement accounts under two principal strategies — a long/short approach and a long-only approach — and does not offer ancillary financial planning services.

The firm follows an opportunistic, research-driven approach across sectors, geographies and asset classes, seeking to balance long-term capital growth and capital preservation. It uses quantitative screens and fundamental analysis to identify value opportunities, actively employs hedging and derivatives when deemed appropriate, and typically runs less diversified portfolios with higher cash allocations and a target holding horizon of one to five years.

Noteworthy distinctions include the firm’s explicit use of a long/short strategy, active short selling and options strategies (with the potential for uncovered option sales) — practices that are less common among solo advisers with modest AUM. The firm centrally selects all investments for client accounts, manages trading and aggregation practices internally, and documents its trading and compliance policies in a formal Code of Ethics overseen by the firm’s compliance officer.