Estuary Capital Management LP

Overview

Estuary Capital Management LP is a hedge fund based in Wayzata, Minnesota, focusing on discretionary long/short equity strategies. The firm manages assets predominantly for pooled investment vehicles, primarily serving institutional investors. As of June 30, 2025, Estuary Capital Management LP reported approximately $513 million in assets under management across 13 equity positions. The fund's investment approach is fundamental, bottom-up stock selection targeting sector-leading companies, with risk management and opportunistic allocations to various industries. Holdings include names such as Advance Auto Parts, Jazz Pharmaceuticals, Global Payments, and Dollar Tree, reflecting a preference for liquid, mid to large-cap stocks. The firm was founded in 2022 and employs approximately 15 individuals, with nearly 70% in investment roles. It is registered in the state of Minnesota and maintains an affiliation as a commodity pool advisor. The fee structure includes asset-based and performance-based fees. The primary types of investors served are pooled investment vehicles, which also represent the largest client type by accounts.

Investment Focus

• Institutional investors
• Pooled investment vehicles
• Accredited investors

Portfolio Companies