| Fund |
Portfolio managers, Management company |
Strategy |
Service providers | Launch | Equity at Launch (Mil.) | Hedge
Fund
Alert
Issue |
Sirius Fund
Sirius Capital Management, New York |
Philippe Pizzichini |
Long/short |
Prime broker: Spear Leads
Auditor: KPMG
Administrator: Citco |
Jan 2 |
5-10 |
12/25/00 |
Avocet European Technology Fund
(offshore and onshore)
Avocet Capital Management, London |
Clare Flynn |
European technology (including Israel) |
Prime broker: Goldman, Sachs
Law firm: Landwell
Auditor: Pricewaterhouse Coopers
Administrator: International Fund |
Feb. 1 |
75-100 |
12/25/00 |
Glenview Capital Partners
(U.S. and offshore)
Glenview Capital Management, New York |
Larry Robbins |
Multi-strategy opportunistic |
Prime broker: Goldman Sachs
Law firm: Sidley Austin
Auditor: Goldstein Golub
Administrator: Goldman Cayman |
Jan. 1 |
$250 |
12/18/00 |
Utility Convergence Fund
Miller Howard Investments, Woodstock, NY |
Lowell Miller |
Utility opportunistic |
Prime broker: ING Barings
Law firm: Bryan Cave |
1st Qtr. |
$25 |
12/18/00 |
(To be determined)
Cornerstone Alpha Partners, Colorado Springs |
Dan Knight |
Market Neutral |
Prime broker: Goldman Sachs
Auditor: Ernst & Young
Administrator: Citco Fund Services |
Jan. 1 |
|
12/11/00 |
Convergent Market Fund
EH Capital Partners, Manchester, Mass. |
Richard Furber,
David Ellrich,
Mark Lubash and
Terrence Murphy |
Hybrid public/private equity |
Law firm: Hinckley, Allen
Auditor: Horvitz & Frisch |
Jan. 1 |
$30 |
12/11/00 |
Orchard Capital Partners
Orchard Capital Advisors, New York, NY |
James Sheldon
Harry Ehrlich |
European long/short |
Prime broker: Goldman Sachs
Law firm: Seward & Kissel
Auditor: Ernst & Young
Administrator: Goldman Sachs |
Jan. 1 |
|
12/4/00 |
The Lion Fund
Robertson Fund Mgmt., Houston |
Corby Robertson |
Small capitalization long/short equity (value-oriented) |
Prime broker: ING
Law firm: Akin Gump |
Oct. 1 |
$3.0 |
12/4/00 |
Tarpon Offhshore
Tarpon Capital, Dallas |
Brad Lamensdorf
King Hughes |
Short-term long/short equity |
Law firm: Akin Gump
Auditor: Ernst & Young |
1Q-01 |
$12.0 |
12/4/00 |
Agile Capital Partners
Agile Management, Houston |
Brady Crosswell
H. Mark Crosswell |
Small and mid-cap long/short equity |
Prime broker: Bank America
Law firm: Akin Gump
Auditor: Ernst & Young |
Nov. 1 |
$1.3 |
12/4/00 |
InSync Offshore Partners
InSync Capital Mgmt., New York |
Len Goldberg
Peter G. Wolff |
Global Technology |
Prime broker: ING Barings
Law firm: Seward & Kissel
Auditor: Marcum & Kliegman
Administrator: Deerfield Intl. |
Oct. 1 |
$20 |
11/27/00 |
Schultze-Plus Fund
Schultze Asset Mgmt., White Plains, N.Y. |
George J. Schultze |
Distressed securities |
Prime broker: PaineWebber
Law firm: Kramer Levin
Auditor: Rothstein Kass
Administrator: SEI Investments |
December |
|
11/27/00 |
CCI Technology Partners
Columbus Circle, Stamford, Conn. |
Tony Rizza
Parke Logan |
Long/short |
Prime broker: Goldman Sachs
Law firm: Schulte Roth
Auditor: Pricewaterhouse Coopers |
December |
|
11/27/00 |
CCI Healthcare Partrners
Columbus Circle, Stamford, Conn. |
Oliver Marty |
Long/short |
Prime broker: Goldman Sachs
Law firm: Schulte Roth
Auditor: Pricewaterhouse Coopers |
December |
|
11/27/00 |
CCI International
Columbus Circle, Stamford, Conn. |
Cliff Fox
Mathew Goldstein |
Long/short |
Prime broker: Goldman Sachs
Law firm: Schulte Roth
Auditor: Pricewaterhouse Coopers |
December |
|
11/27/00 |
Beacon Offshore Market Neutral Fund (offshore)
Beacon Globalview, New York
Harborview Trading, Boca Raton |
Bob Manko |
Market neutral |
Auditor: Robson Rhodes
Administrator: Olympia Dublin |
Nov. 30 |
17 |
11/27/00 |
Titan Volatility Fund (has offshore companion)
Titan Capital, New York |
Russell Abrams |
Market-neutral options arbitrage |
Prime broker: Bear Stearns
Law firm: Skadden & Arps |
Feb. 1 |
$200+ |
11/20/00 |
To be determined
Horizon Asset, London |
Sherif Nadar
Noboyuki Teranaka |
Global-equity relative-value |
Prime brokers: Deutsche, Goldman
Law firm: Simmons & Simmons
Auditor: Ernst & Young |
Jan. 1 |
$60 to $100 |
11/20/00 |
Horseman Global
Horseman Capital Mgmt., London |
John Horseman |
Global long/short equity |
Prime broker: Goldman Sachs
Law firm: Simmons & Simmons
Auditor: Ernst & Young
Administrator: Citco |
Jan. 1 |
|
11/13/00 |
Green Coast Offshore Ltd.
Fort Point Capital Mgmt., San Francisco |
Christopher M. Kane
Brian J. Weisman |
Log/short equity |
Prime broker: Banc of America
Law firm: Howard Rice
Auditor: Arthur Andersen
Administrator: Citco |
Nov. 1 |
$5 |
11/13/00 |
Garnham Founders Fund (off-shore)
Garnham & Co., Bermuda |
Peter Abbey |
United Kingdom IPOs |
Sponsor: Magnum Globals
Law firm: Maitland & Co.
Auditor: Deloitte & Touche |
Oct. 1 |
BP1 |
11/13/00 |
MGH Global Fund
Templeton Holdings |
Mark Holowesko |
Global-equity and equity-related arbitrage |
Prime brokers: Goldman, Morgan Stanley
Auditor: Pricewaterhouse Coopers
Administrator: Goldman (Cayman) |
Jan. 1 |
$115+ |
11/6/00 |
Hellman-Jordan Global Equity Energy Fund
Hellman, Jordan Management, Boston, |
Gerald R. Jordan Sr. |
Energy |
Prime broker: ING Barings
Law firm: Bingham, Dana Gould
Auditor: Pricewaterhouse Coopers |
Nov. 1 |
|
11/6/00 |
European Pearl Fund
European Pearl Investment, Frankfurt |
Elisabeth Weisenhorn
Michael Munders |
Long/short European |
Prime broker: Goldman Sachs
Law firm: Simmons & Simmons
Auditor: Arthur Andersen
Administrator: Goldman Sachs |
Dec. 4 |
$100 |
11/6/00 |
Discovery Retail Fund
Discovery Management, Dallas |
Stephen Smith |
Long/short retail |
Prime broker: Banc of America
Law firm: Akin Gump
Auditor: Ernst & Young |
Jan. 2 |
$5 |
11/6/00 |
Algometrics Caymen
Algometrics, London |
Stephen Smith |
Statistical Arbitrage |
Prime broker: Deutsche Bank
Law firm: Simmons & Simmons
Auditor: Pricewaterhouse Coopers
Administrator: Citco |
Nov. 6 |
$30 |
11/6/00 |
(To be announced)
ValueSearch Equity, Swampscott, Mass. |
Michael Schwartzman |
Long-term equity |
Prime broker: ING Barings
Law firm: Seward & Kissel
|
Sept. 1 |
$10 |
10/30/00 |
Euro Nova Smaller Companies Fund
Euro Nova Asset Mgmt., Edinburgh, Scotland |
Amanda Swanson
David Houston |
European long/short small and mid-cap |
Prime broker: Goldman Sachs
Law firm: Simmons & Simmons
Auditor: Ernst & Young
Administrator: Citco Dublin |
Sept. 29 |
e2 |
10/30/00 |
Pharo Arbitrage Fund (offshore)
Pharo/Arbitrage Partners (onshore)
Pharo Management, New York |
Guillaume Fonkenell |
Emerging markets |
Prime broker: CSFB
Law firm: Wolf Block
Auditor: Deloitte & Touche
Administrator:Citgo |
Dec. 1 |
$40-$60 |
10/30/00 |
Amaranth Partners (offshore)
Paloma Partners, Greenwich, Conn. |
Nick Maounis |
Multi-strategy arbitrage |
Prime broker: (Self-clearing)
Law firm: Sidley & Austin
Auditor: Ernst & Young
Administrator: MLQ Services |
Oct. 1 |
$300 |
10/23/00 |
EuroPlus Global Equity Arbitrage Fund
EuroPlus Alternative Investments, Dublin |
Reza Hadizad |
Risk arbitrage |
Prime broker: Deutsche Bank
Law firm: William Fry
Auditor: Pricewaterhouse Coopers
Administrator: Deutsche Bank |
Nov. 1 |
$30 |
10/23/00 |
Windridge Partners
ING Furman Selz Asset Mgmt., New York |
Jaime Handwerker |
Real Estate |
Prime broker: ING Barings
Law firm: Dechert
Auditor: Ernst & Young |
June 1 |
$10 |
10/23/00 |
Anvers Healthcare Investors
ING Furman Selz Asset Mgmt., New York |
Leopold Swergold,
Leslie Henshaw |
Healthcare |
Prime broker: ING Barings
Law firm: Dechert
Auditor: Ernst & Young |
Oct. 1 |
$19 |
10/23/00 |
Lion Global Opportunity Fund Lion
Capital/HypoVereinsbank |
Peter Neumayer |
Long/short equity |
Prime broker: Morgan Stanley
Law firm: Tannenbaum, Helpern
Auditor: KPMG Dublin
Administrator: Fortis Dublin |
July 1 |
375 |
10/23/00 |
JetCap Partners (has offshore companion)
JetCap Management, Fair Haven, N.J. |
Michael Derchin |
Long/short aerospace, transportation, travel & leisure |
Prime broker: Morgan Stanley
Law firm: Seward & Kissel
Auditor: Rothstein Kass
Administrator: Citco |
Oct. 2 |
$10 |
10/16/00 |
Lion Fund
Robertson Fund Management |
Corbin Robertson |
Small & mid-cap |
Prime broker: ING Barings
Law firm: Akin Gump
Auditor: Ernst & Young |
Oct. 2 |
$3 |
10/16/00 |
Kestrel Fund (has offshore companion)
Argyle/Osprey, Edinburgh, Scotland |
Robin Garrow |
Long/short UK equities |
Prime broker: Morgan Stanley
Law firm: Warner Cranston
Auditor: Deloitte & Touche
Administrator: Citgo Dublin |
Oct. 2 |
$1 |
10/16/00 |
Ocean Partners
Ocean Capital Partners, New York |
Lee Slonimsky |
Long/short technology |
Prime broker: Spear Leads
Auditor: Anchin Bloch |
Jan. 1 |
|
10/16/00 |
Investor Select Alternative Strategies Fund
(has offshore companion)
Investor Select Advisers, New York |
|
Long/short |
Law firm: Walkers
Auditor: Deloitte & Touche
Administrator: Deutsche Bank |
Oct. 2 |
$37 |
10/16/00 |
Ram Argus Fund (Offshore)
Ram Group, Pittsburg, Pa. |
Douglas Allen |
Mutual fund market-timing |
Auditor: Grant Thornton |
Nov. 1 |
|
10/9/00 |
Pegasus Merger Arbitrage Fund Ltd.
Pegasus Investments, Boston |
Doug Francis
Andrew Kopperl
Doug Kopperl |
Merger arbitrage/market neutral |
Prime broker: Bear Stearns
Law firm: Hale & Dorr
Auditor: Goldstien, Golub
Administrator: Olympia |
Oct. 2 |
$35 |
10/9/00 |
(To be determined)
Forsyth Capital Managment. Redmond, Wa. |
Todd Forsyth |
Japanese long/short equities |
Prime broker: Goldman, Sachs
Law firm: Seward & Kissel
Auditor: Pricewaterhouse Coopers |
Late 2000 |
|
10/2/00 |
Cornerstone Enhanced Alpha
Cornerstone Alpha Partners, Colorado Springs |
Dan Knight |
Market-neutral |
Prime broker: Banc of America
Law firm: Seward & Kissel
Auditor: Altschuler Melvoin |
Oct. 1 |
10 |
10/2/00 |
MPC Pilgrim Fund (offshore)
MCP Investors, London |
John Innes |
European long/short |
Prime broker: Morgan Stanley
Law firm: Dechert
Auditor: Ernst & Young
Administrator: Bank of Bermuda |
Early October |
$20 |
9/25/00 |
White Mountain (offshore)
Doyle Kaygill Capital, Geneva, Switzerland |
Kevin Doyle
Sarah Kaygill |
European long/short equities |
Prime broker: Goldman Sachs
Law firm: Simmons & Simmons
Auditor: Ernst & Young
Administrator:Fortis |
October 16 |
$20 |
9/25/00 |
Landmark Global Opportunities Fund
Webb Capital Management, San Francisco |
Derek Webb |
Earnings momentum |
Prime broker: ING Barings
Law firm: Dechert
Auditor: Ernst & Young |
October |
|
9/25/00 |
Telesis Investments Group (Offshore)
|
Avi Wachsman |
Technical trading, fundamental analysis |
Prime broker: ING Barings
Law firm: Pushman & Co.
Auditor: KPMG
Administrator: Fortis |
Oct. 1 |
$15 |
9/18/00 |
Colbert Europe Fund (Offshore)
Colbert Capital Management, London |
Olivier de Farbamond |
European long/short equity |
Prime broker: Goldman Sachs
Law firm: Simmons & Simmons
Auditor: Ernst & Young
Administrator: Fortis |
Oct. 1 |
|
9/18/00 |
Crescendo European Fund (Offshore)
Scudder Threadneedle, London |
Darrell Dea |
European long/short equity |
Prime broker: Morgan Stanley
Law firm: Simmons & Simmons
Auditor: Pricewaterhouse Coopers
Administrator: Intl. Fund Services |
Sept. 1 |
$20 |
9/18/00 |
Osprey Opportunity Fund
Osprey Group/Imperial Capital, New York |
Michael Bennett |
Fixed-income arbitrage (ABS and MBS) |
Prime broker: Bear Stearns
Law firm: Paul Hastings
Auditor: Rothstein Kass |
|
$20 |
9/18/00 |
Best New Economy Fund
Gemini Management, Hoboken, N.J. |
Mark Boehme |
Technology stocks |
Prime broker: ING Barings
Auditor: Deloitte & Touche
Administrator: Thorand Bank & Trust |
Oct. 1 |
$20 |
9/11/00 |
Ryan Beck Equities Opportunity Fund
West Florida Capital Mgmt., Tampa |
Jeff Feinberg
Greg Capello |
Long/short |
Prime broker: Montgomery
Law firm: Kelly Drye & Warren
Auditor: Kauffman, Roseman & Co. |
October |
$50 |
9/11/00 |
Incremental Fund
Cambrian Capital, London (Offshore) |
Adrian Holmes |
Long/short European value |
Prime broker: Morgan Stanley
Law firm: Dechert
Auditor: Ernst & Young
Administrator: Hemisphere |
Oct. 1 |
$50-150 |
8/21/00 |
Marcstone Overseas Euro Ltd.
Marcstone Capital, New York |
David Marcus |
Long/short European value |
Prime brokers: Goldman, Morgan Stanley
Law firm: Schulte Roth & Zabel
Auditor: Ernst & Young
Administrator: PFPC International |
Aug. 1 |
$12 |
8/21/00 |
Contadora Capital Partners
Contadora Capital, San Francisco |
Stacey Fleece
Sean Kieman |
Market neutral |
Prime broker: Bear Stearns
Law firm: Howard Rice
Auditor: Rothstein, Kass |
July 17 |
$10 |
8/21/00 |
MFS Equity I (US and off-shore)
MFS, Boston |
Brian Stack |
Small- and Mid-Cap Growth Stocks |
Prime broker: Morgan Stanley
Administrator: PFPC International |
July 10 |
$20 |
8/14/00 |
Endeaver Fund LP
Atlantic investment Management, Atlanta |
Thomas R. Baker |
Multi-Strategy |
Auditor: Ernst & Young
Administrator: Custom House |
Aug. 1 |
$100 |
8/14/00 |
Stratigos Fund
CIBC Oppenheimer, New York |
Takis Sparaggis |
Aggressive growth, emerging technology |
Prime broker: Morgan Stanley
Law firm: Schulte Roth & Zabel
Auditor: Ernst & Young |
Sept. 1 |
$50 |
8/7/00 |
Bull & Bear Fund
Magnum Global Investments |
Dion Friedland |
Low volatlity, low market correlation |
Law firm: Tannenbaum Helpern
Auditor: Deloitte & Touche
Administrator: Fortis Funds Services |
Aug. 1 |
$1 |
8/7/00 |
Seamax Partners Fund
Seagate Global Advisors, Redondo Beach, Calif. |
William Lawton
Michael Revely
Douglas Metcalf
James Pan |
Fixed income |
Law firm: Gartner Kart
Auditor: Ernst & Young |
August |
$6 |
7/31/00 |
Wessex Asia Pacific Fund
Wessex Asset Management, London |
Peter Chesterfield
Tim Weir |
Long/short Asian equities |
Law firm: Simmons & Simmons
Auditor: Deloitte & Touche
Administrator: Hedge Fund Services |
Sept. 15 |
$25+ |
7/31/00 |
Minot Capital
Minot Capital Management, Boston |
Kenneth Lang,
Paul McHugh |
Emerging Telecom and technology companies |
Prime broker: Morgan Stanley
Law firm: Hale and Dorr |
July 10 |
$75 |
7/24/00 |
First Angel Partners
First Angel Capital, Hawthorn Woods, Ill. |
Michael J. Angelides
Kenneth C. Ebbitt
Edward J. Ryan |
Exploits macro economic trends, opportunities in intermediate-term markets and short-term trading efficiencies |
Prime broker: Banc of America
Law firm: Kramer Levin
Auditor:Ernst & Young |
July 31 |
$2 |
7/24/00 |
Site Capital S&P Fund
Site Capital Management, Scarsdale, NY |
Andrew Serotta |
Long/short stock indexes |
Prime broker: ABN Amro
Auditor: Athur F. Bell Jr.
|
July 1 |
$13.5 |
7/24/00 |
Whitney New Japan Crossover Fund
Japan Advisory (Whitney & Co.), Tokyo |
Edward Brogan
Eric Forday
Masahiro Koshiba |
Hybrid Japanese public and private equity (has companion on-shore fund) |
Prime broker: Goldman Sachs
Law firm: Schulte Roth
Auditor: Pricewaterhouse Coopers
Administrator: Golman Sachs |
Sept. 1 |
|
7/24/00 |
Whitney New Japan Economy Fund
Japan Advisory (Whitney & Co.), Tokyo |
Edward Brogan
Eric Forday
Masahiro Koshiba |
Long/short Japanese equity (has companion on-shore fund) |
Prime broker: Goldman Sachs
Law firm: Schulte Roth
Auditor: Pricewaterhouse Coopers
Administrator: Golman Sachs |
Sept. 1 |
|
7/24/00 |
Inwood Capital Fund
Inwood Capital Partners, Dallas |
Michael Christodolou |
Long/short small-cap stocks |
Prime broker: Banc of America
Law firm: Akin Gump
Auditor: Ernst & Young |
August |
|
7/17/00 |
HCM Total Return Fund
Harch Capital Management, Boca Raton, Fla. |
Joe Harch
Michael Lewitt |
Balanced between equities and corporate bonds |
Prime broker: CS First Boston
Law firm: Sherman Sterling |
Oct. 1 |
$100 |
7/17/00 |
Kaintuck Opportunity Fund
Kaintuck Capital Management |
Eunice Johnson |
Long/short technology stocks |
Prime broker: Morgan Stanley
Law firm: Ropes & Gray
Auditor: Deloitte & Touche |
June 1 |
$25 |
7/17/00 |
Bridger Capital
Swift Current Partners, New York |
Roberto Mignone |
Long/short equity |
Prime broker: Morgan Stanley
|
July 1 |
|
7/17/00 |
Hygrove Capital Fund
Hygrove Management |
Brian Posner |
Value-based hybrid private/public equities (has companion off-shore fund) |
Prime broker: Morgan Stanley
Law firm: Fried Frank
Auditor: Rothstein Kass |
Late July |
$350-$500 |
7/17/00 |
AIG Stapleford European Merger Arbitrage
Stapleford Management |
Mark Smith;
James Keen |
Eurorpean merger arbitrage |
Prime broker: Goldman Sachs
Law firm: Conyers Dill
Auditor: Pricewaterhouse Coopers
Administrator: AIG International |
July |
$10 |
7/17/00 |
ValueAct Capital Partners
ValueAct Capital, San Francisco |
Jeff Ubber
Peter Kamin |
Small cap/event-driven |
Prime broker: Banc of America
Law firm: Dechert Price
Auditor: Arthur Andersen |
Oct. 1 |
$400 |
7/10/00 |
Karsch Capital,
Michael Karsch, New York |
Michael Karsch |
Long/short focusing on media, Telecom, entertainment. |
Prime broker: Goldman Sachs
Law firm: Schulte Roth
Auditor: Goldstein, Golub, Kessler
|
Sept. |
$100+ |
7/10/00 |
(Not yet announced)
Origin Capital Management, San Francisco |
Buzz Burlock |
Long/short public and private investing in health care companies. |
Prime brokers: BofA, Goldman
Law firm: Shartis Friese
Auditor: Ernst & Young |
Oct.1 |
$600 |
7/10/00 |
Cardinal Fund of Funds
Montier Partners, London |
Dominque Montier
Shondal Warner |
Multi-strategy |
Law firm: Simmons & Simmons
Auditor: Ernst & Young, Guernsey
Administrator: Guernsey |
June 5 |
|
7/10/00 |
Saybrook Tax-Exempt Opportunity Fund
Saybrook Capital, Santa Monica, Calif. |
Jon Schotz,
Jeffrey M. Wilson |
Distressed Municipal Bonds |
Law firm: Skadden Arps
Auditor: Ernst & Young |
May 1 |
$50 |
7/3/00 |
Vindigo
Vindigo Partners |
Peter Zuck |
Long/short |
Law firm: Sadis & Golberg
Auditor: Rothstein Kass |
July |
$100 |
7/3/00 |
(To be determined)
Artemis Investment Management |
Joyce Capuano
Sarah Beyrih
Scott Craven |
Market-neutral |
Prime broker: Goldman Sachs
Law firm: Paul, Hastings
Auditor: Pricewaterhouse Coopers |
Sept. 1 |
$10 |
7/3/00 |
Ferrell Equities Trust 1
Ferrell Capital Management |
William Ferrell |
Market-neutral |
Prime broker: Morgan Stanley
Law firm: Winston & Strawn
Auditor: Ernst & Young |
Sept. 1 |
$50+ |
7/3/00 |
Denali Partners
Denali Asset Management |
Scott Ramsey |
Short opportunistic |
Law firm: David Allen
Auditor: NAV consulting |
June 1 |
$2 |
6/26/00 |
Prism Capital Partners
Prism Capital Advisors |
Gabriel Kim
Erwin Ciputra |
Opportunistic |
Prime broker: Bank of America
Law firm: Pilierio, Jenkins
Auditor: Sadler & Liebowitz |
July 3 |
$5 |
6/26/00 |
Pescadero Partners
Pescadero Capital Management |
Andrew Geller
Paul Geller
Jim Jones |
Capital appreciation growth |
Prime broker: ING Barings
Law firm: Sadis & Goldberg
Auditor: Goldstein, Golub, Kessler |
July 3 |
$7 |
6/26/00 |
Basis Aust-Rim Opportunity Fund
Basis Capital Funds Management |
Stuart Fowler
Steve Howell |
Asia fixed-income |
Prime broker: Merrill Lynch
Law firm: Mallesons Stephen
Auditor: Ernst & Young
Administrator: MeesPierson Fund |
July 3 |
A$10
(US$6) |
6/26/00 |
Basis Pac-Rim Opportunity Fund
Basis Capital Funds Management |
Stuart Fowler
Steve Howell |
Pacific Rim fixed-income |
Prime broker: Merrill Lynch
Law firm: Walkers
Auditor: Ernst & Young
Administrator: MeesPierson Fund |
July 3 |
A$10
(US$6) |
6/26/00 |
Ascend Offshore Fund
Ascend Capital Management |
|
Opportunistic long/short |
Prime broker: Banc of America
Law firm: Cobb & Eisenberg
Auditor: Arthur Andersen
Administrator: International Fund |
June 1 |
$6 |
6/26/00 |
BAM Offshore Fund
Bigelow Asset management |
Tim Bigelow |
Long/short |
Prime broker: Banc of America
Law firm: Paul, Hastings
Auditor: Rothstein Kass
Administrator: Citco |
July 3 |
$1 |
6/26/00 |
Candlewood Fund
Hoffman Capital Partners |
Robert Hoffman
Todd Silva |
Long/short equity |
Prime broker: Goldman Sachs
Law firm: Seward & Kissel
Auditor: Rothstein Kass |
July 3 |
$20 |
6/19/00 |
Candlewood QP Fund
Hoffman Capital Partners |
Robert Hoffman
Todd Silva |
Long/short equity |
Prime broker:Goldman Sachs
Law firm: Seward & Kissel
Auditor: Rothstein Kass |
July 3 |
$20 |
6/19/00 |
Short Alpha Bear Offshore Ltd.
Short Alpha Management, New York |
Brian Rogers |
Short stock |
Prime broker: Bear Stearns
Law firm: Rosenman Colin
Auditor: Anchin, Block & Anchin
Administrator: International Fund |
June 1 |
$21 |
6/19/00 |
Blackberry Global Tactical Opportunities Fund
Blackberry Capital Management, Toronto |
Thomas Czitron
Dean Larson |
Asset allocation |
Law firm: Torys
Auditor: KPMG
Administrator: Royal Trust |
July 4 |
C$25
($17) |
6/19/00 |
Candlewood Offshore Fund
Hoffman Capital Partners |
Robert Hoffman
Todd Silva |
Long/short equity |
Prime broker: Goldman Sachs
Law firm: Seward Kissel
Auditor: Rothstein Kass
Administrator: Goldman Sachs |
|
|
6/19/00 |
(To be determined)
Dresdner RCM Global, San Francisco |
Walter C. Price Jr.
Huachen Chen |
Long/short technology |
Prime broker: Goldman Sachs
Law firm: Kilpatrick & Lockhart
Auditor: Ernst & Young |
Aug. 1 |
$100 |
6/12/00 |
Integral Hedging Ltd.
Genesis Market Neutral Partners |
Conrad Seghers |
Statistical Arbitrage |
Prime broker: Morgan Stanley
Law firm: Tannenbaum Helpern
Auditor: Ernst & Young
Administrator: Olympia Capital |
June 1 |
$5 |
6/12/00 |
NK New Direction
Nikko Securities International, Tokyo |
Andrew Weissman |
Long/short |
Law firm: Sidley & Austin
Auditor: Goldstein, Golub & Kessler
Administrator: Bank of Bermuda |
June 1 |
200 |
6/12/00 |
Montage Fund
Banc of America Securities, Charlotte |
Chris Thomas |
Multi-Strategy |
Auditor: Arthur Andersen
Administrator: Investment Mgmt. |
June 1 |
|
6/12/00 |
Galleon Communications Partners
Galleon Management Group, New York |
Ari Arjavalingam
Raj Rajaratnam |
Telecom |
Prime broker: Morgan Stanley
Law firm: Schulte, Roth Zabel
Auditor: Rothstein Kass
|
July |
|
6/5/00 |
Comprehensive Global Strategies
Hawkins McEntee Advisors, Greenwich, Conn. |
Gregory Hawkins
James McEntee |
Combining relative value with macroeconomic trend strategies |
Prime brok.: Salomon Smith Barney
Law firm: Curtis TKTKT,
Auditor: PriceWaterhouse Coopers
Administrator: Meespeerson Fund |
|
500 |
6/5/00 |
Galleon Communications Offshore
Galeon Management, Hamilton, Bermuda |
Ari Arjavalingam
Raj Rajaratnam |
Telecom |
Prime broker: Morgan Stanley
Law firm: Schulte, Roth
Auditor: Richard Eisner & Co.
Administrator: Bank of Bermuda |
July |
|
6/5/00 |
Blue Coast Partners
Fort Point Capital Management, San Francisco |
Christopher M. Kane
Brian J. Weisman |
Long/short equities |
Prime broker: Banc of America
Law firm: Howard Rice et al.
Auditor: Arthur Andersen |
April 3 |
$10 |
5/29/00 |
Ferox Fund LP
Ferox Capital Mangement, London |
Jeremy Herrmann
Rupert Mathews
Alex Warren |
European convertible bond arbitrage |
Prime broker: Morgan Stanley
Law firm: Simmons & Simmons
Auditor: Ernst & Young |
July 1 |
100 |
5/29/00 |
Monument Objective Model Fund
Monument Management, Darien, Conn. |
Forrest Butler |
Long/short system-based stock screening |
Prime broker: Undecided
Law firm: Cobb & Eisenberg |
July 1 |
2 |
5/29/00 |
Tailwind Fund
Thomas Weisel Partners, San Francisco |
Mark Waterhouse
Timothy Keefe
Matt Grech |
Long/short equities |
Prime broker: Morgan Stanley
|
July 1 |
1,000 |
5/29/00 |
Ferox Fund Ltd.
Ferox Capital Management, New York |
Jeremy Herrmann
Rupert Mathews
Alex Warren |
European Convertible Arbitrage |
Prime broker: Morgan Stanley
Law firm: Simmons & Simmons
Auditor: Ernst & Young |
July 1 |
$100 |
5/29/00 |
First Titanium Fund
First Titanium Partners |
Robert Hutchinson
Vanni Vecchini |
Long/Short European Equity |
Prime broker: Goldman, Sachs
|
July 1 |
50 |
5/29/00 |
| Okumus Technology Value Fund |
Ahmet Okumus |
Technology (sister offshore fund launched in May) |
Prime broker: Bear Stearns
Law firm: Wolf Block
Auditor: BDO Seideman
Administrator: International Fund |
June 1 |
|
5/22/00 |
Omni Alpha
Short Alpha Management, New York |
Brian Rogers |
Long/short, market-neutral |
Prime broker: Bear Stearns
Law firm: Rosenman & Colin
Auditor: Anchin Block & Anchin |
July 1 |
$25 |
5/22/00 |
Sidus Investment Partners
Sidus Investment Management, New York |
Al Tobia
Mike Barone |
Technology |
Prime broker: Banc of America
Law firm: Lowenstein Sandler
Auditor: Arthur Andersen |
April 3 |
27 |
5/22/00 |
Agro Zebra Fund
African Harvest Capital |
James Gubb
Frederick Bouchard |
Long/short equity |
Prime broker: NedBank
Law firm: Maitland & Co.
Auditor: Delloite & Touche
Administrator: MeesPierson |
January |
|
5/22/00 |
Offshore Sidus Investments
Sidus Investment Management, New York |
Al Tobia, Mike Barone |
Technology |
Prime broker: Banc of America
Law firm: Lowenstein Sandler
Auditor: Arthur Andersen
Administrator: Citco Fund |
April 3 |
$33 |
5/22/00 |
CompassPoint Partners Explorer Fund
CompassPoint Partners, San Francisco |
Andy Graves
John Early |
Companies with market caps under $2 billion |
Prime broker: Banc of America
|
July |
100 |
5/15/00 |
CompassPoint Partners Fund
CompassPoint Partners, San Francisco |
Andy Graves
John Early |
Companies with market caps over $2 billion |
Prime broker: Banc of America |
July |
100 |
5/15/00 |
Intrepid Capital
Intrepid Capital Management |
Mike Au
Steven Shapiro |
Technology |
Prime broker: Morgan Stanley
Law firm: Kleinberg Kaplan
Auditor: Rothstein Kass |
April 1 |
35 |
5/15/00 |
Long Bow Capital Partners I
Long Bow Capital Management |
Alexander Cheung |
Technology |
Prime broker: Bear, Stearns
Law firm: Sadis & Goldberg
Auditor: Rothstein Kass |
May |
20-25 |
5/15/00 |
Second Curve Partners
Second Curve Capital, New York |
Thomas Brown
Stephen Krug
Stephen Gresdo
Salil Mehta |
Financial services |
Prime broker: ING Barings
Auditor: Goldstein Golub Kessler |
May 1 |
$60 |
5/15/00 |
Okumus Technology Value Fund
Okumus Capital |
Ahmet Okumus |
Technology (undervalued) |
Prime broker: (Not selected)
Law firm: Wolf, Block
Auditor: BDO Seideman
Administrator: (Not selected) |
May |
$2 |
5/15/00 |
