Coleman River Capital LLC

Coleman River Capital LLC provides investment advisory and portfolio management services to individuals, trusts, estates, charitable organizations, foundations, corporations, partnerships and pension or profit‑sharing plans. The firm manages both discretionary and non‑discretionary separate accounts and serves as general partner and investment manager for a private pooled investment vehicle (Southern Avenue Partners, L.P.), which it may offer to eligible clients.

The firm combines fundamental and technical analysis and typically constructs concentrated long and/or short portfolios using U.S. equities, U.S. exchange‑traded funds and listed options, including the use of short sales, margin and short‑term or day‑trading where appropriate to a client’s risk profile. At a client’s request the firm will draft an investment policy statement and structure portfolios to that guidance, generally exercising discretionary authority when agreed.

Notably, the firm’s role as a private fund adviser and manager of pooled vehicles, together with its use of negotiated performance‑based fee arrangements for qualified clients and the fund, is uncommon among peers and creates potential side‑by‑side allocation considerations that the firm addresses with written trade allocation and best‑execution policies. The firm also discloses the use of higher‑risk tactics—such as concentrated positions and options strategies that can produce substantial notional leverage—which materially affect its risk profile compared with more typical independent advisers.