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DE SOLA CAPITAL PARTNERS, Inc

A Proprietary Trading Firm

Knowledge & Transparency


www.desolocapital.co
Overview
! Investment Philosophy Characteristics
! Basic Structure
! Structural Issues
! Timeline
! Disclaimer

De Sola Capital Partners, Inc
Investment Philosophy
• Proprietary Trading Firm Using Refined Options

Strategies.
• Trading Strategies:

– Non- Directional: Pairs Trading.
– Directional: Non-Traditional Financial Instruments: 

* Directional Options Spreads, Reversals and
combinations on Stocks, ETFs & Indexes.
• Fees
– 0 and 20

• Taxation:
– “pass-through” taxation
De Sola Capital Partners, Inc
Structural Issues
! FORMAT: Separate Managed Accounts (SMA)
! Quarterly Reporting.
! Minimum Investment:
! $500,000.00

! Withdrawal and Contribution Periods
! Open, No Restrictions.

! Fees:
! Based on Performance; High Watermark.

De Sola Capital Partners, Inc
Timeline
! Step #1: Client opens account with online

brokerage and communicates risk tolerance.
! Step # 2: Client Gives De Sola Capital
Partners, Inc Limited Trading Authorization.
! Step #3: Trading Starts.

De Sola Capital Partners, Inc
DISCLAIMER
The Investment Objective is to achieve long-term after-tax capital
appreciation , primarily by investing with a long-term perspective by
investing in a portfolio of diverse financial instruments with significant
upside potential.
! Some investors may have different fee arrangements, depending on the
timing of a specific

investment, net performance for an individual investor may vary from one
to another.
! Past results are no guarantee of future results and no representation is
made that an investor will or is likely to achieve specific results. All
investments involve risk including the loss of principal. This document
does not constitute an offer to sell or the solicitation of an offer to
purchase any security or investment product.
!

www.desolocapital.co

De Sola Capital Partners, Inc

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De Sola Capital Partners, Inc.

  • 1. DE SOLA CAPITAL PARTNERS, Inc
 A Proprietary Trading Firm
 Knowledge & Transparency
 www.desolocapital.co
  • 2. Overview ! Investment Philosophy Characteristics ! Basic Structure ! Structural Issues ! Timeline ! Disclaimer De Sola Capital Partners, Inc
  • 3. Investment Philosophy • Proprietary Trading Firm Using Refined Options Strategies. • Trading Strategies: – Non- Directional: Pairs Trading. – Directional: Non-Traditional Financial Instruments: * Directional Options Spreads, Reversals and combinations on Stocks, ETFs & Indexes. • Fees – 0 and 20 • Taxation: – “pass-through” taxation De Sola Capital Partners, Inc
  • 4. Structural Issues ! FORMAT: Separate Managed Accounts (SMA) ! Quarterly Reporting. ! Minimum Investment: ! $500,000.00 ! Withdrawal and Contribution Periods ! Open, No Restrictions. ! Fees: ! Based on Performance; High Watermark. De Sola Capital Partners, Inc
  • 5. Timeline ! Step #1: Client opens account with online brokerage and communicates risk tolerance. ! Step # 2: Client Gives De Sola Capital Partners, Inc Limited Trading Authorization. ! Step #3: Trading Starts. De Sola Capital Partners, Inc
  • 6. DISCLAIMER The Investment Objective is to achieve long-term after-tax capital appreciation , primarily by investing with a long-term perspective by investing in a portfolio of diverse financial instruments with significant upside potential. ! Some investors may have different fee arrangements, depending on the timing of a specific
 investment, net performance for an individual investor may vary from one to another. ! Past results are no guarantee of future results and no representation is made that an investor will or is likely to achieve specific results. All investments involve risk including the loss of principal. This document does not constitute an offer to sell or the solicitation of an offer to purchase any security or investment product. ! www.desolocapital.co De Sola Capital Partners, Inc