Midway Partners Capital Management, LLC

Midway Partners Capital Management, LLC is a single-advisor registered investment adviser that provides discretionary portfolio management through separately managed accounts and acts as investment manager to a private pooled vehicle, Midway Partners Intrinsic Fund, LP. The firm reports approximately $9.16 million in discretionary AUM and serves a very small client base, including individual, high‑net‑worth, and institutional investors.

The firm employs a fundamental, bottom-up intrinsic value approach, emphasizing conservative cash‑flow based valuations, concentrated long‑term positions, and generally low portfolio turnover, while occasionally using low‑cost ETFs to obtain targeted exposures. For the Fund and, where appropriate, in client accounts, the strategy is flexible and opportunistic and can include private investments, structured positions, and the use of derivatives, short positions, and leverage to implement portfolio exposures.

What is distinctive for a solo independent adviser is that Midway Partners sponsors and advises a private fund and charges performance‑based compensation to that pooled vehicle while simultaneously managing separately managed accounts — a side‑by‑side arrangement the brochure identifies as presenting allocation and conflict‑of‑interest considerations. The firm’s combination of a small client roster and modest AUM with active fund sponsorship, potential use of portfolio margin/leverage and derivatives, and service to institutional/qualified investors is atypical among similarly sized independent advisers.