Now Offering
An interest in
the firm itself.
Open to accredited investors only · Offered under Rule 506(c) of Regulation D
The Offering
Buxton Helmsley is offering limited partnership interests in its managed fund and, separately, common stock in the management company. The first is an allocation to the strategy. The second is a position in the business that runs it.
The Instruments
Two ways to participate.
They are different propositions, with different terms, horizons, and rights. Most investors take one; some take both.
I.The Strategy
Limited partnership interests
An allocation alongside the firm's capital in the fund it manages, invested through the same forensic process the firm applies to every position. Limited partners receive the fund's reporting and are administered independently.
- Instrument
- Limited partnership interest
- Minimum (individuals)
- $200,000
- Minimum (entities)
- $1,000,000
- Fees
- 1.5% management fee; 25% performance fee above a 5% hurdle
- Liquidity
- Quarterly, on 60 days' written notice
- Administrator
- IQ EQ Fund Services LLC
- Status
- Open. Accepting subscriptions for the initial close.
II.The Manager
Common stock in Buxton Helmsley, Inc.
A direct equity position in the management company—the research, the campaigns, the fee streams, and whatever the firm builds next. A longer horizon than a fund allocation, and a different set of rights.
- Instrument
- Common stock, $13.43 per share
- Minimum (individuals)
- $200,000
- Minimum (entities)
- $1,000,000
- Class and rights
- Common stock with minimal voting rights. Holders do not manage the Company or direct its operations. Pre-emptive rights apply only to holders of at least 1% on a fully diluted basis.
- Transfer
- Restricted securities. Transfers require the Company's right of first refusal to lapse or Board approval, and are further restricted under the Stockholders Agreement. No public market exists.
- Status
- Open. Subscriptions are accepted on a rolling basis at the Board's discretion.
Initial Close
I. The Strategy
The Case
What you would be buying into.
01
A research process, not a thesis
The firm's forensic screening, professional-history tracking, and governance analysis are documented in full on the investment process page. Read it before you read anything else here.
02
A public record
Every campaign the firm has run is published, in full, with its correspondence and its outcome—including the ones that did not go the firm's way. The campaign ledger is the diligence.
03
Independent administration
The managed fund is administered by IQ EQ Fund Services LLC. Investor statements and account documents come from the administrator, not from the manager.
Next Step
Request the materials.
Tell us which instrument interests you and we will send the offering materials, along with a time to speak directly with Alexander E. Parker, Chairman and Chief Executive Officer.
Request Information
Inquiries are handled by the firm directly. Nothing is shared with third parties.
Important Disclosures
Not an offer
Eligibility
Risk
Forward-looking statements
Administration