Documents

Firm Disclosure Documents

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Form ADV (CRD# 151204)

Lorntine Capital's current form ADV on file with the SEC. Form ADV is the uniform application for investment adviser registration and report by exempt reporting advisers.

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Form ADV Part II

A jargon-free narrative description of Lorintine Capital, LP services, business model and disclosures.

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Privacy Policy

The policies governing the information we collect, how we handle your information and your rights.

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Texas Certificate of Registration

A copy of the Texas State Securities Board's Certificate of Registration for our firm.

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Christopher Welsh's (CRD# 5725264) Disclosure Report

Mr. Welsh's current investment adviser representative public disclosure report on file with the SEC.

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Jesse Blom

Mr. Welsh's current investment adviser representative public disclosure report on file with the SEC.

Account Forms

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Lorintine Capital's Client Agreement

The basic form contract between Lorintine Capital and a client.

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Account Application

TD Ameritrade Institutional's Standard Account Application.

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Trust Account Application

TD Ameritarde Institutional's Account application for a trust.

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IRA Account Application

TD Ameritrade Institutional's Account application for IRAs, Roth IRAs, Rollover IRAs, SEP IRAs, and Simple IRAs.

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Disclosure Packet

TD Ameritrade Institutinal's mandatory disclosure packet for Lorintine Capital to deliver to clients.

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Individual Retirement Custodial Account Agreement

TDAmeritrade Institutional's mandatory disclosure packet and written agreement for Lorintine Capital to deliver to retirement account clients.

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Account transfer

Used to transfer a client's account from TD Ameritrade to be managed by Lorintine Capital on TD Ameritrade's Institutional platform .

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Electronic Funds Transfer Form

This form is used to setup and connect your bank to your brokerage account so funds can be transferred between the two either via wire or ACH.

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Incoming Wire Instructions

TD Ameritrade's wire instructions for wiring money to your brokerage account.

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Margin Account Application

TD Ameritrade's margin account application - necessary for any account utilizing margin.

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Move Money Authorization

This form will allow your advisor to move money between your TD Ameritrade accounts, to your bank accounts, or initiate wire transfers on your behalf without you having to directly contact TD Ameritrade to make those transactions.

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Option Agreement

TD Ameritrade's option account application - necessary for any account trading options.

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Outgoing Wire Request

This form will initiate a wire request from TD Ameritrade to an outside account.

Education

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Lorintine Capital's Values Statement

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401k Services Overview

A one page description of Lorintine Capital's 401(k) services .

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2017 End of Year Client Letter

A copy of the 2017 end of year client letter.

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Fact, Fiction and Momentum Investing

White paper by Clifford S. Asness, Andrea Frazzini, Ronen Israel, and Tobias J. Moskowitz addressing common misconceptions about momentum investing .

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The Case for Momentum Investing

AQR Capital's white paper on momentum investing.

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A Relook at the Turn of the Month Anomaly

White paper by Ryan Joseph Marchewka looking at the market anomaly of calendar effects.