Chetan Jindal

Chief Investment Officer @Greenwich Ivy Capital Llc

Greenwich, CT, US

OVERVIEW: Founder, Chief Executive Officer, and Chief Investment Officer at formerly SEC-registered Investment Adviser based in Greenwich, Connecticut.• Founded the firm in 2018 and completed all operational, financial, and regulatory procedures, including registration of the firm with the U.S. Securities and Exchange Commission (“SEC”).• Launched the firm\'s flagship product, the Greenwich Ivy Long-Short Fund (ticker symbol GIVYX), a 40-Act long-short equity mutual fund, in December 2019.PORTFOLIO MANAGEMENT: Greenwich Ivy Long-Short Fund (\"GIVYX\" or the \"Fund\").• The Greenwich Ivy Long-Short Fund was designed as a highly opportunistic, all-cap all-sector all-country, long-short equity mutual fund. The Fund was conceived in response to a lack of good available product in the market. • Launched and managed the Fund from Dec-2019 to Mar-2024. During this timeframe, GIVYX delivered a cumulative return of 41.48%, versus a return of 28.01% for the Morningstar Long-Short Equity category. The Fund was ranked 5-stars by Morningstar at various points in its history. • Scaled AUM to $50 million from a cold-start with personal capital. Significant constraints on growth due to distribution bottlenecks, in a highly-asymmetric competitive landscape versus larger entrenched incumbents.• Historical SEC filings, annual reports, prospectuses, and performance data available at: givyx.greenwichivy.com.FIRM OPERATIONS: Financial and operational oversight of all firm functions.• Managed launch of GIVYX in 2019, including legal structuring, regulatory registration, establishment of trading lines, and listing of Fund shares.• Managed all aspects of firm compliance, including supervising external legal and consulting teams. Oversaw all SEC updates, annual reports, and quarterly filings.• Managed all aspects of tax and audit programs, including supervising external PCAOB accounting firms. Oversaw preparation of financial statements, tax returns, and annual audits.

Yale University

Bachelor of Science - BS, Economics and Computer Science