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Dear Valued BW Investor,

We are pleased to announce that GPB Capital Holdings, LLC ("GPB") on behalf of your investment in GPB Holdings II, LP (the "Company"), will be paying a special distribution of 100 basis points (1.00%) on December 15, 2016. This distribution will be for any Bradley Wealth and GPB Holdings II investors that are shareholders of record in the Company as of August 31, 2016. This will be the second special distribution in 2016 for GPB Holdings II, LP.

Should you wish to add to any additional funds to your existing GPB Holdings II, LP position, we have included an Additional Subscription form for your convenience.

Click here for the Additional Subscription Form

Bradley Wealth continues to grow our relationship with GPB Capital Holdings, LLC in support of finding best-of-breed alternative strategies for our accredited investor clients.


In addition the special distribution announcement, we also have the following GPB Holdings II updates for you that have occurred over the past month, along with an asset allocation article I thought you might find of interest.

GPB made a $3M senior secured debt transaction in Moblty.

Moblty is a technology & software company which helps companies engage with consumers at the point of sale and then returns real-time data and analytics to companies like Best Buy, L’Oréal, Rosetta Stone and others. Moblty intends to increase their working capital and roll out new product launches and partnerships with well-known retailers during this quarter.

You can see/download GPB Capital’s latest investments here:
June 2016 GPB Holdings II Portfolio Snapshot

Under GPB’s Automotive strategy, they are close to closing on five new dealerships, which will put their overall portfolio at 26 dealerships running at about $1.6B in top line operating revenue.

Under GPBs IT strategy, they have successfully bolted a Planet Logic – a cloud storage company – on to ITelagen – their platform healthcare IT company.

Check out GPBs 3-Year Track Record (BWM clients use Class B shares)

Once last item - Tiger 21 – a 400 member investment club that manages over $40B of their own personal assets – has released their quarterly allocation report. I thought you might enjoy the quick read. The club announced its continued upward trend in allocations to private equity, which is now at 23% of the overall portfolio and for the first time outweighs public equity allocations.

Thank you for your continued trust and confidence in both Bradley Wealth and GPB in support of your wealth enhancement and preservation goals.

If you have any questions, please call our office at 619-512-4100


Michael V. Bradley
Chief Executive Officer
Certified Wealth Strategist®




Please remember that past performance may not be indicative of future results. Different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment, investment strategy, or product (including the investments and/or investment strategies recommended or undertaken by Bradley Wealth Management, LLC), or any non-investment related content, made reference to directly or indirectly in this newsletter will be profitable, equal any corresponding indicated historical performance level(s), be suitable for your portfolio or individual situation, or prove successful. Due to various factors, including changing market conditions and/or applicable laws, the content may no longer be reflective of current opinions or positions. Moreover, you should not assume that any discussion or information contained in this newsletter serves as the receipt of, or as a substitute for, personalized investment advice from Bradley Wealth Management, LLC. To the extent that a reader has any questions regarding the applicability of any specific issue discussed above to his/her individual situation, he/she is encouraged to consult with the professional advisor of his/her choosing. Bradley Wealth Management, LLC is neither a law firm nor a certified public accounting firm and no portion of the newsletter content should be construed as legal or accounting advice. A copy of the Bradley Wealth Management, LLC's current written disclosure statement discussing our advisory services and fees is available for review upon request.

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