03/18/2025
Four years ago, we celebrated reaching the exciting milestone of $10 million in net assets (NAV). Today, amid challenging and uncertain times, it's a welcome moment to pause and celebrate the 8th anniversary of opening our first brokerage account!
* Achieved long-term target returns (blue line) relative to the S&P 500 Index Total Return
* Grew net assets (blue bars) from $1.7 million to $40 million
* Generated approximately $28 million in profits
* Raised $11.7 million of net capital (comprising $16.7 million contributions and $5 million distributions)
We're grateful for the trust, support, and dedication from our partners and team members. Here's to navigating challenges together and celebrating more milestones ahead!
