Joint Investment

Hedge Fund connecting you to strong investment income

Key Facts

Investor Fit: Designed for those who...

1

Attractive Returns

Seek long-term S&P 500 ETF exposure, while aiming for more than index-like returns. The fund targets outperformance by overlaying options strategies and has a proven track record of ≥20% annual returns.

2

High Liquidity

Prefer monthly liquidity. Add or withdraw capital at the beginning of each month. No lock-ups, no entry fees, and no exit fees.

3

Skin in the Game

Expect the fund manager to invest a large amount of his own capital alongside investors.

4

Aligned Incentive Model

Value true alignment. No fixed management fee. Profit participation applies only when performance exceeds an 8% annualized hurdle.

Service Providers*

1

Fund Administrator

Formidium Corp.

formidium.com(opens in a new tab)
Formidium logo
2

Auditor

Cherry Bekaert LLP

cbh.com(opens in a new tab)
Cherry Bekaert logo
3

Prime Broker & Custodian

Interactive Brokers LLC

interactivebrokers.com(opens in a new tab)
Interactive Brokers logo
4

Securities Counsel

Mangum & Associates PC

mangum.law(opens in a new tab)
Mangum & Associates logo

Current Investor?

Investor Portal

Portal (opens in a new tab)

Current investors can access their investor reports and other investor related information through our investor portal provided by our fund administrator, Formidium. Go to jointinvestment.commonsubdoc.com(opens in a new tab).

Want to Learn More?

Thomas Schueler

Meet Thomas Schueler

15+ years of investment experience. Former consultant at Boston Consulting Group (BCG) and currently Director at TRUMPF Inc., with an MBA. Proud husband and father of two, Detroit Lions fan, motorcycle and fitness enthusiast, and passionate about finance and investing.

LinkedIn Profile →
thomas@joint-investment.com

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Frequently Asked Questions

Joint Investment is available only to investors who qualify as Accredited Investors under U.S. securities laws. This includes, for example, individuals who have a net worth, together with their spouse, exceeding $1 million USD (excluding primary residence), or individuals with income over $200,000 USD in each of the last two years (or $300,000 USD jointly with a spouse) and a reasonable expectation of the same for the current year. Both U.S. and non-U.S. persons, entities, or institutions may invest.
The minimum initial investment is $10,000 USD.
  • Fund-level performance: Published monthly on joint-investment.com and shared via monthly newsletter to investors.
  • Investor-specific reporting: Your individual capital account value is available monthly through our investor portal maintained by our fund administrator, Formidium.
  • All interim reports provided during the year are unaudited and remain subject to change following completion of the year-end audit.
Joint Investment does NOT charge an ongoing management fee. Instead, compensation is structured as a performance allocation of profits with quarterly crystallization and high-water mark mechanics. Schedule for annualized performance:
  • 0% to 8.0%: No performance allocation to the Fund Manager. Investors retain all profits.
  • 8.0% to 9.5%: 1.5%-points allocated to the Fund Manager.
  • Above 9.5%: 80% of profit to investors / 20% of profit to the Fund Manager.
Redemptions are available monthly, at the beginning of each month. Investors may request to withdraw all or part of their investment by providing written notice to the Fund Manager.
The Fund is structured as a limited partnership and is treated as a pass-through entity for U.S. tax purposes. The Fund itself does not pay entity-level income taxes; instead, taxable items are allocated to investors, who report them on their own tax returns.
  • U.S. investors will receive an annual Schedule K-1.
  • Non-U.S. investors may be subject to U.S. withholding depending on the character and source of income (for example, certain U.S.-source dividends).
Please refer to the Investments page for an overview of the Fund’s strategy, objectives, and historical performance.
  1. Request offering materials (PPM / LPA / Subscription Documents).
  2. Complete investor onboarding and accredited investor verification.
  3. Fund your subscription via wire/ACH.
  4. Receive portal access for ongoing statements and documents.
An investment in Joint Investment involves risk, including the possible loss of principal. Past performance is not indicative of future results, and there is no guarantee the Fund will achieve its objectives or similar returns in the future. Interests in the Fund are illiquid and subject to the Fund’s redemption terms and other restrictions described in the offering documents. Prospective investors should carefully review all offering materials—including the risk factors—and consult their own legal, tax, and financial advisors before investing.

* Notes:

Service providers are listed for informational purposes only and do not constitute an endorsement, recommendation, or sponsorship by any service provider of Joint Investment Limited Partnership, its investment strategy, its performance, or the information on this website. No listed service provider is a partner or affiliate of Joint Investment Limited Partnership. Their inclusion does not constitute a recommendation, offer, or solicitation of any kind by such service providers. For more information about our service providers, please visit their respective websites. Logos and trademarks are the property of their respective owners.