Investment adviser · CRD 153731

APPOMATTOX ADVISORY, INC

Investment adviser filing (IA)

NEW YORK, NY, United States · Form ADV filed Mar 27, 2026

Regulatory AUM: $426M
Client accounts: 22
Employees: 6
Advisory professionals: 4

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client type	Clients	Regulatory assets	Share of AUM
High-net-worth individuals	14	$379,396,525	89.1%
Pooled investment vehicles	7	$39,049,935	9.2%
Charities	1	$7,180,089	1.7%

Filing source

Form ADV 2082010 · Mar 27, 2026 · Item 5.D

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Private funds & service providers

6 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

ARCHWAY LINSE CAP F1 L.P.Private Equity Fund · Last reported Mar 27, 2026$19MGross asset value

Form D fundraising filings

Archway Linse Cap F1, LP

Feeder funds

MCP LINSE CAPITAL FUND 1

Fund administrator HARBOUR FIDUCIARY SERVICES LIMITED HAMILTON, Bermuda Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor PRICEWATERHOUSECOOPERS AG ZURICH, Switzerland

Custodian CITY NATIONAL BANK NEW YORK, New York, United States Related to adviser: No

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: No

PRICEWATERHOUSECOOPERS AG
PCAOB 1358

Fund details & source

Fund ID: 805-1759292241
Reported beneficial owners: 15
Minimum commitment: $50K
Form D file number: 021-398189

Form ADV 2082010 · Mar 27, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

HATCHLINGS FUND LTD.Hedge Fund · Last reported Mar 27, 2026$11.4MGross asset value

Form D fundraising filings

Hatchlings Fund Ltd.

Fund administrator HARBOUR FIDUCIARY SERVICES LIMITED HAMILTON, Bermuda Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor PRICEWATERHOUSECOOPERS ZURICH, Switzerland

Custodian VP BANK AG VADUZ, Liechtenstein Related to adviser: No

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: No

PRICEWATERHOUSECOOPERS
PCAOB 1358

Fund details & source

Fund ID: 805-4453610360
Reported beneficial owners: 3
Minimum commitment: $250K
Form D file number: 021-252473

Form ADV 2082010 · Mar 27, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

ARCHWAY APPRECIATION FUND LIMITEDHedge Fund · Last reported Mar 27, 2026$4.41MGross asset value

Form D fundraising filings

Archway Appreciation Fund Ltd

Fund administrator CITCO FUND SERVICES (BERMUDA) LIMITED HAMILTON, Bermuda Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor DELOITTE LIMITED HAMILTON, Bermuda

Custodian CITCO GLOBAL CUSTODY (N.A.) N.V. CURACAO, Curacao Related to adviser: No

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: No

DELOITTE LIMITED
PCAOB 5230

Fund details & source

Fund ID: 805-5280615767
Reported beneficial owners: 4
Minimum commitment: $250K
Form D file number: 021-252489

Form ADV 2082010 · Mar 27, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

THOMAS WELLES FUND I, LLCHedge Fund · Last reported Jul 29, 2022$251KGross asset value

Form D fundraising filings

Thomas Welles Fund I, LLC

Fund administrator CITCO FUND SERVICES (BERMUDA) LIMITED HAMILTON, Bermuda Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor DELOITTE LIMITED HAMILTON, Bermuda

Custodian CITCO GLOBAL CUSTODY (N.A.) N.V. CURACAO, Curacao Related to adviser: No

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: No

DELOITTE LIMITED
PCAOB 5230

Fund details & source

Fund ID: 805-6743069724
Reported beneficial owners: 1
Minimum commitment: $50M
Form D file number: 021-252490

Form ADV 1665921 · Jul 29, 2022 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

PAL ARCHWAY OFFSHORE LTD.Hedge Fund · Last reported Mar 31, 2021$0Gross asset value

Form D fundraising filings

PAL Archway Offshore Ltd.

Fund administrator HARBOUR FIDUCIARY SERVICES LTD HAMILTON, Bermuda Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor DELOITTE LIMITED HAMILTON, Bermuda

Custodian VP BANK AG VADUZ, Liechtenstein Related to adviser: No

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: No

DELOITTE LIMITED
PCAOB 5230

Fund details & source

Fund ID: 805-8824777398
Reported beneficial owners: 0
Minimum commitment: $100K
Form D file number: 021-343321

Form ADV 1525046 · Mar 31, 2021 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

PAL ARCHWAY ONSHORE L.P.Hedge Fund · Last reported Mar 31, 2021$0Gross asset value

Form D fundraising filings

Pal Archway Onshore, L.P.

Fund administrator HARBOUR FIDUCIARY SERVICES LTD HAMILTON, Bermuda Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor DELOITTE LIMITED HAMILTON, Bermuda

Custodian CITY NATIONAL BANK NEW YORK, New York, United States Related to adviser: No

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: No

DELOITTE LIMITED
PCAOB 5230

Fund details & source

Fund ID: 805-5130348368
Reported beneficial owners: 0
Minimum commitment: $250K
Form D file number: 021-343314

Form ADV 1525046 · Mar 31, 2021 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Services & filing details

Most recent filing: Mar 27, 2026. View historical filings

Reported services

Individual portfolio management · Pooled investment vehicle management · Business portfolio management · Selection of other advisers

Compensation

Percentage of assets · Fixed · Performance-based

Principal office

551 5TH AVE, 26TH FLOOR
NEW YORK, NY, 10176, United States

CRD 153731

Filing source

Form ADV 2082010 · Mar 27, 2026 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.