Five Mile River Investments LLC

Stamford, Connecticut - Scottsdale, Arizona

Table of Contents
 
 
Profile
Partners
Investment Philosophy
Investment Process
Sell Discipline
Risk Control
Performance
Summary
Support Orgainization
Biographies
Partner Letters
Contact Five Mile

Profile

Company/Location:

Five Mile River Investment Management LLC

Stamford, Connecticut - Scottsdale, Arizona

Ownership:

100% Employee owned

Founded in 2003 by Lee Garcia and Todd Robbins

Business:

Investment Management Firm

Registered Investment Advisor wth the Securities and Exchange Commission

Style: Value
Objective: Consistent, Superior Long Term Returns with Moderate Risk
Clients: High Net Worth Individuals, Family Limited Partnerships, Trusts
Fees/Size: 1% of Assets, $500,000 minimum
Client Service: On-Line Transparency, Quarterly Reports, J.P. Morgan for Custody

100 First Stamford Place - 6th Floor East

Stamford, Connecticut 06902-6740

Telephone: 203-388-4810

Fax: 203-388-4811

E-Mail: todd@fivemileriver.com

10641 East Prospect Point Drive

Scottsdale, AZ 85262

Telephone: 480-595-8630

Fax: 480-595-7907

E-Mail: lee@fivemileriver.com

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© Five Mile River Investment Management LLC - 2009