NEW Updated Pawleys Dividend Fund and Pawleys Growth Fund Results

NEW complete three-year performance through 2013: Pawleys Capital Funds

Last October, as a part of the Jobs Act, Congress gave a mandate to the SEC to lift the ban on hedge fund advertising.  While the structure of the Pawleys Dividend Fund and Pawleys Growth Fund classifies them as South Carolina hedge funds, the advisory fee is 0.75% compared to the hedge fund standard of 2% PLUS 20% of any profits.  The funds are both long-only domestic equity funds, and do not use any type of leverage.

If you are a real numbers-nut, here is additional detail about the fund performance, including performance benchmarking versus the Barclays Hedge Fund Index, historical performance net of fees, volatility and risk/reward ratios.

Pawleys Dividend Fund 2013

Pawleys Growth Fund 2013

© 2014 Pawleys Investment Advisors, LLC. All rights reserved.

Risks and Disclosures: 

This information regarding our services is not an offer of securities or investment advice and is provided solely for prospective clients to contact us.  Past performance does not indicate future results and you may incur losses.  

The Limited Partnership Interests offered hereby have not been registered under the United States Securities Act of 1933, as amended (the “Securities Act”) or any applicable state or foreign securities laws.  The Interest have not been approved or disapproved by the United States Securities and Exchange Commission (“SEC”) or any state or foreign regulatory authority nor has the SEC or any state or foreign regulatory authority passed upon the accuracy or adequacy of this private placement memorandum or endorsed the merits of this Offering.  Any representation to the contrary is unlawful.  Please contact Pawleys Capital Management, LLC to obtain a Private Placement Memorandum. An investment in one of the Pawleys Funds presents risks which are outlined in the Memorandum.   You must qualify as an accredited investor according to the Securities Act of 1933 (“the Act”).  Banks, insurance companies, registered investment companies, business development companies and small business investment companies meet the definition of accredited investor.  Natural persons must have an individual (or joint if married) net worth that exceeds $1 million excluding the primary residence, OR income exceeding $200,000 in each of the two most recent years or joint income with a spouse exceeding $300,000 for those years and a reasonable expectation of the same income level in the current year.  Business entities qualify if all equity owners are accredited investors.  Trusts must have assets in excess of $5 million, and may not have been specifically formed to acquire the securities offered.  Charitable organizations, corporations or partnerships must have assets exceeding $5 million.  Please consult with your tax or legal counsel if you have any questions regarding Rule 506 of Regulation D of the Act.  Resale restrictions apply. 

If you do not qualify as an Accredited Investor, please contact us regarding our Advisory Services which are available with no minimum financial requirements.  Advisory clients enjoy enhanced customization of portfolio management and financial planning services.  Pawleys Investment Advisors, LLC is a Registered Investment Advisory Company – SEC Firm CRD #155199. 

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