Investor Summary

Founded in 2013 by Jeffrey William Ross, MD, who brings a unique background combining medical training in radiology with financial management. However, Ross is no longer registered as an Investment Adviser Representative as of September 2024, and both he and the firm have faced serious regulatory violations in Colorado and Florida regarding material disclosure failures, inappropriate client suitability practices, and strategy misrepresentation.

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Fund Strategy

Macro-driven, multi-strategy hedge fund with Bitcoin exposure targeting high net worth individuals, family offices, pensions, endowments, and fund of funds. However, regulatory findings indicate significant discrepancies between disclosed strategy promising diversification and risk reduction with minimal leverage versus actual strategy involving high concentration of high-risk and complex products such as cryptocurrency proxies and inverse/leveraged ETFs.

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FUND PERFORMANCE AS OF 31st March 2024

ANNUALIZED SINCE INCEPTION QUARTERLY YTD
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