Clients

Since its inception, SAM Advisory has advised the following firms:

Japan Advisory, Ltd. - SAM Advisory helped manage various firm-wide projects of this 6-year old group based in Tokyo between October 2002 and August 2006. Japan Advisory gave investment recommendations to a number of hedge fund and private equity platforms in Asia, the largest of which was a Japan-focused hedge fund platform with combined peak assets of $3 billion managed by J.H. Whitney Investment Management Co.

UMJ Singapore Pte Ltd. - SAM Advisory worked closely with UMJ management during the launch of six single-strategy hedge funds (focused primarily on Japanese equities) between June and December 2005, and helped manage all investor related activities until June 2007. All advisors had prior multi-year track records investing in the same strategies prior to joining these UMJ funds. This platform started managing assets of about $500mm within the first six months of its inception.

Geosphere Capital Management, LLC - SAM Advisory partnered with a former SAC Capital team between April and September 2007, helping them manage all investor-related projects as this team launched their first hedge fund. The new global long-short equity fund focused primarily on natural resources and industrial companies. It was launched on July 1st and soft-closed.  The team went onto raising $1.5 billion within the first year in business after reopening the fund in early 2008.  SAM Advisory has continued to support this team on and off during the past three years.

Barai Capital Management L.P. - This team launched their fund on April 1, 2008, shortly before the market turmoil in the Fall of 2008.  They focused most of their time and energy on portfolio management, as opposed to business development, during the following year.  SAM Advisory was brought in in late 2009 to assist with risk reporting and other business development projects and continues to work with this team in 2010.

Optima Capital Pte Ltd. - SAM Advisory provided advice to this private investment platform launched in 2006 by a group of experienced professionals with a track record in private and real estate investments in Asia, specifically Japan.

Pike Capital LLC - SAM Advisory worked with this group in 2005 and advised on general business administration issues during their growth phase. This is a private firm that oversees approximately $150mm in long-only investments in the U.S.