BRIAN STARK
Stark Investments

Organization

Inception

1986

Assets
      Current
      Peak

$1.7 billion
$1.7 billion

Edge

Global focus, team experience and orientation, brokerage and investment banking relationship

Office Location

Mequon, Wisconsin

Number of People

85

Type of Organization

Arbitrage specialists with redundant oversight

His Role

Heads up convertible arbitrage area; responsible for overall allocation of positions

Investment Committee

Yes

Reward System

Predominantly based on what firm does overall

Number of Investors

215

Type of Investor

Fund of funds, institutions, family offices, high-net-worth investors; investors from 22 countries

GP/Principals'
Ownership of Assets

95 percent of his net worth; general partner and staff comprise about 8.3 percent of total assets

Endowments

Not disclosed

Methodology/
Portfolio Composition

Style

Convertible arbitrage, risk arbitrage, private placement, capital structure arbitrage

Number of Positions in Portfolio

400 to 600