Chicago Equity Advisors

We are a funds management company that operates under strict business ethics and industry-leading top flight fund administration, audit and legal services with investor confidence as our top priority.

The CEA team has deep experience in managing a wide range of industrial and financial companies. They combine this operational experience with fundamental analysis and additional financial and technical evaluation when selecting investments for the Fund. CEA’s Investment Committee meets regularly to review, approve and monitor all investments for the Fund.

CEA Fund 1

INVESTMENT STRATEGY

CEA Fund I employs fundamental analysis to identify companies with future value that will generate long-term positive returns for our investors. The Fund’s investments are primarily in U.S. large-cap and mid-cap stocks.

The Fund will also engage in selective hedging techniques to seek to limit volatility in certain market environments. Limited, selective use of leverage may be used to increase returns.  Additionally, the fund may trade put and call options, primarily those of the companies in which it holds positions. Option contracts and ETFs may also be utilized for liquidity purposes.

FUND CHARACTERISTICS
  • All investments are liquid and may be liquidated any time the U.S. markets are open
  • Investments primarily in large-cap and mid-cap publicly traded securities and options
  • Tax efficiency through K-1s provided to U.S. based investors
  • Experienced management team
  • High Water Mark on performance fees
  • Monthly withdrawals
Investment Manager Chicago Equity Advisors, LLC
Administrator Woodfield Fund Administration, LLC
Legal Counsel Drinker Biddle & Reath, LLP
Auditor RSM US, LLP (FKA: McGladrey, LLP)
Custodian / Broker Interactive Brokers

Maximum investment of fund assets in any single company

Leverage not to exceed at any one time

Annual expense cap

Principals

Anthony R. Graffia
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Gary C. Grom
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Brent Burns
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John G. Pappas
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