Account structure

Client accounts are managed on a separately managed account (SMA) basis. All client funds remain in the client’s own brokerage account at a regulated futures commission merchant. Loblolly Trading is granted limited power of attorney to execute the strategy on the client’s behalf and does not have withdrawal authority.

Accounts are traded using a systematic program with predefined rules governing entries, exits, position sizing, and risk limits. Clients receive direct account statements and maintain full transparency into positions, margin usage, and account activity at all times.

The program is designed to scale conservatively and remains capacity-aware in order to preserve execution quality as assets grow. Accounts are not pooled, and each client account is traded individually within the same systematic framework.

Fees and terms

Management fees range from 0% to 2% depending on account size and structure. Incentive fees do not exceed 20% of net new profits and are calculated using a high-water mark. Incentive fees, when applicable, are assessed monthly.

Minimum account size is typically $100,000. Liquidity and redemption terms are generally monthly, subject to standard brokerage procedures and risk considerations.

Notional funding

The program permits the use of notional funding, allowing clients to allocate a trading level that exceeds the cash balance held in their brokerage account. Margin requirements and risk exposure are based on the selected trading level rather than the deposited cash amount.

Clients selecting notional funding must acknowledge the associated risks and confirm their notional funding level in writing as part of the account setup process.