Pelican Bay Capital Management is an Investment Management Firm headquartered in Naples, Florida. Pelican Bay Capital Management is an investment advisory firm that provides discretionary portfolio management services to clients. Pelican Bay Capital Management offers clients three portfolios: the Concentrated Value Portfolio; the Dynamic Income Allocation Portfolio; and the Phoenix Portfolio. The Concentrated Value Portfolio offers a concentrated portfolio that invests a limited number of long equity positions. The Strategy invests in the equities of high-quality companies that enjoy durable competitive advantages and sound balance sheets that sell for sell for significant discounts to their intrinsic values. The strategy employs “bottom-up” analysis and fundamental research to identify investment opportunities for execution of the investment strategy. The Dynamic Income Allocation Fund invests in a diversified portfolio of Exchange Traded Funds (ETF’s) that each attempt to mimic their corresponding indices of equities, bonds, preferred stocks, Master Limited Partnerships and REITS. The portfolio uses a top-down approach to allocate investments between these ETF's with the dual mandate of achieving a mid-single digit income and protection of principle through diversification. The Phoenix Portfolio utilizes a long equity portfolio that employs a distressed value-investment strategy that takes advantage of structural biases against institutional ownership of financially levered companies with low-stock prices. The strategy employs “bottom-up” analysis and fundamental research to identify investment opportunities for execution of the investment strategy. The Phoenix Fund is only available to Qualified Clients. Pelican Bay Capital Management was founded by Tyler Hardt, CFA in 2018. Mr. Hardt serves as the Portfolio Manager for the firm's three funds.