Investor Information

Our funds are subject to various marketing restrictions as private or limited placements pursuant to applicable federal laws and regulations, including the US Securities Act of 1933, as amended. Accordingly, access to certain investor information below requires a password, which is issued only after you have verified your status as an accredited investor under relevant US securities laws. If you do not yet have a password, you must first complete an investor questionnaire to obtain one.

 

Morgan Group Fund, LLC
PowerPoint Presentation

This presentation summarizes fund management, investment strategy, trading process, historical performance, risk management, service providers and investment terms and conditions.

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 PowerPoint Slide
 

Morgan Group Fund, LLC
Monthly Performance Report

Each month, we publish a report summarizing the results of our fund including historical returns by month, comparison to benchmarks, market commentary, an overview of our investment strategy, and fund terms and conditions.

Download latest monthly report

 Monthly Report
 

Hedge Fund Glossary

A glossary of common terms encountered in the world of hedge funds, from "alpha" to "volatility arbitrage."

View glossary

 Glossary
 

Client Documents

Please contact us directly for access to subscription documents, wire instructions, and related client documents.