Jay Warner, CFA

A Club For All Rhode Island. Our 2026 USL Championship Season kicks off March 7!

We are not complacent; we are disruptive. We are not passive; we are proactive. We pride ourselves on transparency and high ethical standards. Epogee Capital Management provides family offices with tailored solutions to meet their needs, with clarity and objectivity. We streamline complexity, uncover blind spots, and handle the minutiae, sparing clients unnecessary concerns. With a proven track record, Epogee utilizes a collaborative and inventive approach to wealth management through hedge funds, private equity, and real estate. Disciplined Underwriting & Asymmetrical Risk/Reward We take pride in analyzing opportunities and providing thoughtful recommendations. Our research and proprietary list identify tomorrow’s winners today. Our recommendations are rooted in strict due diligence and intelligent decision-making. Integrity We share a vision with our partners, staff, and families, dedicated to the highest ethical standards and maximum results. Our approach is anchored in aligning our objectives with your needs. Epogee Capital Management, LLC is a registered investment adviser. This platform is solely for informational purposes and is not offering advisory services or sales of securities. Investing involves risk and possible loss of principal capital. Comments or recognitions are no guarantee of future investment outcomes and do not ensure that a viewer will experience a higher level of performance. Public comments posted on this site are not selected, amended, deleted, or sorted in any way. If applicable, certain editing of personal identifiable information and misinformation may be deleted. Our firm has provided content by third parties and/or linked sites within our posts, we believe that this content is reasonably reliable and does not contain untrue statements of material fact or materially misleading information. The third-party content may be dated. The opinions expressed herein are as of the date of publication and are subject to revision.

Port One Companies is an investment firm with a diverse portfolio of assets and service offerings designed to unlock exceptional value. Our in-house capabilities span numerous industries and asset classes, united by institutional discipline as we provide a best-in-class experience through thoughtful engagement and flawless execution.

A Club For All Rhode Island. Our 2026 USL Championship Season kicks off March 7!

Method Advisors is a small market private equity asset management firm located in Boston and West Palm Beach. Since the firms inception in 2007, Method Advisors has specialized in delivering access to small, growth-oriented private fund managers to institutional and high net worth investors through a series of fund of funds and customized investment advisory solutions. While establishing a far-reaching presence with strategically cultivated relationships and investments in a large number of diverse buyout, venture capital, and private debt funds throughout the United States, the Firm has also developed a deep network of growth-oriented fund managers in Silicon Valley.

Founded in 2015, Invenomic Capital Management employs a disciplined, fundamentally-driven research process to build a diversified portfolio of U.S. focused long and short equity investments. Invenomic leverages the best of quantitative analysis on the front end to source ideas and then applies traditional fundamental analysis to create a portfolio of compelling long and short ideas. Portfolio manager Ali Motamed has been successfully employing this strategy for the last 17+ years.