Oyster Creek Capital

The firm provides discretionary investment management primarily as a sub‑adviser to unaffiliated third‑party investment advisers and, on a limited basis, direct advisory services to clients. Its advisory activity is concentrated on structured investment strategies, generally limiting advice to structured notes and related instruments linked to indices, ETFs, single equities, baskets, interest rates, commodities, or currencies.

Investment decisions are implemented under granted discretionary authority and follow rules‑based approaches such as laddered schedules across primary and secondary markets and opportunistic entry windows for certain strategies. The firm organizes portfolios into three distinct composites (US Equity Income; US Equity Growth and Opportunity; US Equity Hedged Growth), reports performance monthly upon request, and treats bespoke one‑off structured‑debt accounts as excluded from composite reporting.

Compared with most small independent advisers, the practice is newly formed, currently reports no assets under management, and is focused on complex, potentially less liquid structured products rather than broad mutual‑fund or ETF management. The brochure also discloses that the firm’s principal has separate personal real‑estate holding companies and that clients may not impose values‑based investment restrictions, both noted as non‑advisory activities or policy limitations.