Strategic Focus Small investment management firm with a long/short equity strategy targeting rapidly growing companies, presenting upsell opportunities for expanded fund strategies, additional research services, or risk/benchmark customization for portfolio management.

Leadership Continuity Led by Scott Storkamp since 2017, signaling stable leadership and potential for relationship-building with decision-makers who value experience; ideal for outreach around advisory, co-management, or niche investment collaboration.

Compliance & Maturity SEC registration since 1997 indicates regulatory maturity; approach with solutions that complement compliance, fund administration, reporting tooling, or outsourced compliance services to support growth.

Tech Footprint Tech stack includes WordPress, MySQL, Shopify and basic security headers; opportunity to offer modernization, data analytics, portfolio visualization, and secure, scalable platform enhancements.

Growth Readiness Revenue in the mid tens of millions and a lean team suggests openness to scalable partnerships, outsourced services, and vendor efficiencies that can support expansion as they grow assets and capabilities.