GIPS

Little House Capital, LLC claims compliance with Global Investment Performance Standards (GIPS®). GIPS® is a registered trademark of CFA Institute. CFA Institute does not endorse or promote this organization, nor does it warrant the accuracy or quality of the content contained herein. Little House Capital has been independently verified for the periods January 31, 2018, through December 31, 2023. Little House Capital, LLC, an independent advisor registered under the Investment Advisors Act of 1940, was founded in 2017 and manages equity, fixed income, balanced, and cash management strategies.

A firm that claims compliance with the GIPS standards must establish policies and procedures for complying with all the applicable requirements of the GIPS standards. Verification provides assurance on whether the firm’s policies and procedures related to composite and pooled fund maintenance, as well as the calculation, presentation, and distribution of performance, have been designed in compliance with the GIPS standards and have been implemented on a firm-wide basis. Verification does not provide assurance on the accuracy of any specific performance report. The verification report is available upon request.

The GIPS standards are a set of standardized, industry-wide ethical principles that provide investment firms with guidance on how to calculate and report their investment results to prospective clients. The GIPS standards were created and administered by CFA Institute, the global, not-for-profit association of investment professionals that awards the Chartered Financial Analyst (CFA®) designation, among others.

GIPS compliance is the gold standard for ethical and transparent investment performance reporting. It ensures that investment managers and asset owners calculate and present performance consistently, giving prospective clients the confidence to make meaningful, apples-to-apples comparisons across GIPS-compliant organizations managing similar strategies. By adhering to GIPS, organizations demonstrate their commitment to integrity, transparency, and industry best practices.

To obtain GIPS-compliant performance information for Little House Capital, LLC strategies, we can be reached here:

Email: info@littlehousecapital.com

Mailing Address:
Little House Capital, LLC
35 Braintree Hill Park #100
Braintree, MA 02184

Phone: 617-545-5600