Investment Adviser

Effective 1 November 2023, the previous Investment Advisory agreement with Wildermuth Advisory LLC was terminated. Daniel and Carol Wildermuth resigned from their positions with the Wildermuth Fund and on the Board of Trustees. As at the same date, the Board of Trustees voted to approve the appointment of BW Asset Management Ltd, (“BWAM”) a subsidiary of Kroll, as the Investment Advisor for the Fund.

BWAM is an investment adviser registered with the U.S Securities and Exchange Commission and is organized as a Cayman Islands corporation. BWAM is a subsidiary of Kroll, the world’s premier provider of services related to funds and asset management, corporate restructuring, corporate governance, dispute resolution, valuation and risk management. Kroll is headquartered in New York and has nearly 6,500 professionals located in 34 countries and territories around the world.

BWAM’s role will be to implement the Plan of Liquidation that has previously been adopted by the Board of Trustees as at 29 June 2023. Information and updates in respect of the Plan of Liquidation will be provided to Shareholders as matters progress.

Questions from Shareholders can be raised through the Contact Us section of this website.