Private Offering • Regulation D Rule 506(c)

Concentrated Long-Term Public Equities.

Correa Public Investments manages a portfolio of 16 to 25 high-conviction compounders held for 3 to 5+ years. We deploy patient capital in businesses with durable competitive advantages, pricing power, and capital-light models.

Access Investment Details → See the numbers

This website constitutes general solicitation under Rule 506(c) of Regulation D. Investment is limited to verified accredited investors only. Past performance does not guarantee future results.

Performance (12 months)

Jan 2025 to Jan 2026
40% 30% 20% 10% 0% Correa: 32% S&P 500: 17.5%

Documented Performance

Clean, focused, and measurable. These headline metrics summarize the last 12 months of strategy execution.

Total Return

32%

Jan 2025 to Jan 2026 (12 months)

S&P 500 Benchmark

17.5%

Same period

Alpha Generated

+14.5%

Relative outperformance

Portfolio Positions Deployed

16

High-conviction holdings

Watchlist (Awaiting Entry)

9

Identified opportunities

Holding Period

3–5+ yrs

Average target duration

Portfolio Concentration

16–25

Current: 16 active

Position Sizing

4–8%

Meaningful allocation per idea

Returns are presented on a time-weighted basis and are shown net of fees unless otherwise stated. Supporting calculations, entry dates, and investment memos are available to verified accredited investors. Past performance does not guarantee future results.

View Detailed Performance Report (Verified Investors) →

How We Invest

We invest in companies led by executives who compete to win: decisive capital allocation, relentless execution, and strong narrative control. We do not back comfort-seekers or consensus-builders. We back operators who can build durable moats, defend pricing power, and compound value over time.

Concentrated Conviction

High conviction means meaningful sizing and a strict limit on positions.

  • 16 to 25 positions maximum
  • Each position typically 4 to 8% of portfolio
  • No index-hugging dilution

Ruthless Patience

We hold for years and wait for entry prices that offer margin of safety.

  • 3 to 5+ year holding periods
  • Entry discipline beats FOMO
  • 9 opportunities identified, not forced

Deep Research

Every position is backed by written work, valuation, and moat analysis.

  • Investment memo for every position
  • Competitive moat and industry structure analysis
  • Focus on durable cash flows and pricing power

Portfolio Strategy

Unlike diversified index portfolios, we concentrate capital in our highest-conviction ideas. Our 16 current positions reflect deep fundamental research, and we have 9 additional opportunities identified while we wait for better entry prices.

Allocation Overview

Target: 25 total positions

Key Metrics

Current Portfolio16 positions deployed
Entry Discipline9 on watchlist
Target Size25 positions
Position Sizing4 to 8% per holding
RebalancingOpportunistic

This is process-driven investing with documented research and disciplined entry timing, not panic deployment.

Who Manages Your Capital

Alignment and accountability. No backtests.

Chris Correa, Portfolio Manager of Correa Public Investments LLC, deployed personal capital to build this strategy from the ground up. Every position represents real money, real research, and real conviction. Results shown cover January 2025 through January 2026.

Background

  • Deep fundamental analysis background
  • Rigorous DCF valuation discipline
  • Documented track record: 32% return, +14.5% alpha vs S&P 500
  • Manager co-investment alongside LP capital

“I invest in companies with durable moats, pricing power, and management teams that execute with intensity. That is how you compound while the market drifts.”

Chris Correa
Portfolio Manager

Terms & Structure

Clear economics, clear structure, and straightforward liquidity terms.

Investment Details

Minimum Investment$25,000 (friends/family) | $50,000 (standard)
Management Fee2% annually
Performance Fee20%
Fund StructureLLC (pass-through tax treatment)
LiquidityQuarterly redemptions (60-day notice)
Investor QualificationAccredited investors only (Rule 506(c))

Key Details

CustodianInteractive Brokers (SIPC insured)
ReportingMonthly updates, quarterly reports
TransparencyFull position disclosure to LPs
AuditingAnnual third-party audit (once AUM exceeds $1M)
RegulatoryForm D filed; Rule 506(c) compliant
All investors must verify accredited status before investing. Verification typically uses income documentation, net worth evidence, or qualifying professional credentials. Do not upload sensitive documents unless you are directed to a secure process.

Request Access — Accredited Investors Only

To comply with Rule 506(c) of Regulation D, we must verify that all investors meet accredited investor standards before providing detailed offering documents. Complete the form below to begin the verification process.

Start Verification

Suggested: bank statements (within 90 days), tax returns (past 2 years), CPA letter (within 90 days), broker confirmation, or professional license documentation.

We will never share your information. Documentation should be stored securely and used solely for compliance verification.

Processing Timeline: Verification is typically completed within 2 to 3 business days. Once approved, you will receive access to offering documents, investment memos, and the data room.

Verified investors get:
  • Investment memos for all deployed positions
  • Monthly and quarterly performance reports
  • Portfolio construction and risk framework
  • Valuation work and moat analysis
  • Fee schedule and operating documents

Full Transparency — For Verified Investors

Once verified as an accredited investor, you gain immediate access to our complete data room.

What’s Included

  • Detailed investment memos for all deployed positions
  • Complete performance reports (monthly and quarterly)
  • Portfolio construction methodology and risk framework
  • Valuation models and competitive moat analysis
  • Monthly commentary and market outlook
  • Fund documents and full fee schedule

Data Room Preview (Mockup)

Folder Items
01_Performance_Reports12
02_Investment_Memos16
03_Valuation_Models16
04_Portfolio_Methodology6
05_Legal_And_Fees8

Replace this mockup with a real portal screenshot once live.

This Opportunity Won’t Last

We are targeting $5M AUM by June 2026. Once we reach institutional scale, minimums will increase and early-stage access will close. Once allocated, we close to new capital until Q2 2026.

Investor Fit: I bring in investors who understand long-term compounding, who will not panic on drawdowns, and who trust a disciplined process. If that is you, let’s talk.

Have Questions?

Email us or schedule a call. Verified accredited investors can request access to the data room.

Emailinfo@correafunds.com
Phone206-430-3325
ScheduleBook a Call

Disclosures

Securities offered in reliance on Regulation D, Rule 506(c). Such securities are not registered with the SEC or any state regulator, are not bank deposits, and involve risk of loss including loss of principal. Any offer will be made only by definitive subscription documents. No offer or solicitation is made where not permitted by law. Investment is limited to accredited investors who have been verified per Rule 506(c) requirements.