WHO WE ARE
We are a global hedge fund partner focused on capturing asymmetric opportunities across US equity market. With decades of collective experience in trading, risk management, and fund strategy, we operate with discipline, transparency, and a long-term investor mindset.Key Values:📈 Performance Driven – Pursuing measurable alpha in volatile markets.🛡️ Risk First – Structured risk management at the core of every trade.🤝 Aligned Interests – Partnering with investors, not just managing capital.
HOW WE DELIVER RESULTS
Our investment philosophy is built on two pillars:1. Long/Short Equity – Capitalizing on structural inefficiencies in global markets.2. Risk Management – Protecting downside while compounding long-term growth.
INVESTORS
We partner with:
-Family offices and high-net-worth individuals
-Endowments, foundations, and pensions, SMAs and Fund of Fund
-Institutional allocators seeking alpha generationInvestor Portal (via Apex) provides reporting, account information, and fund updates.
FOUNDER & FUND MANAGER
Kate Lu
With 20+ years in technology and finance and a proven track record building businesses exceeding $300M in sales, Kate brings a cross-disciplinary perspective to hedge fund management. After a decade refining her trading strategies, she is now fully focused on delivering institutional-grade alpha. Her disciplined, quantitatively driven approach is built to scale with investor capital.
OPERATIONS MANAGEMENT
Thea Mai
Since 2017, Thea has built expertise in finance and real estate, consistently closing $10M in monthly transactions. She brings strategic financial insight and disciplined execution to every engagement, helping clients and investors achieve measurable results.
CONTACT US:
Kate Blackstone LLC
📍 440 Louisiana St, Suite 900
Houston, TX 77002
📧 [email protected]
📞 (O) 832-692-5774
🌐 www.kateblackstones.com
DISCLAIMER:
This website is intended solely for informational purposes and does not constitute an offer to sell or a solicitation of an offer to buy any securities or investment products. Investments involve risk, including the potential loss of principal. Past performance is not indicative of future results. Access to detailed fund materials is restricted to accredited and qualified investors.
