Booth-Laird Investment Partnership

What Booth-Laird Investment Partnership does

Booth-Laird Investment Partnership, LP is a private investment partnership founded in 2008 and domiciled in Lafayette, Louisiana. The Fund is managed by Booth-Laird Capital Management, LLC and operates from a single office at 500 Richland Ave., Unit 4. Its stated strategy is a value-oriented, concentrated portfolio approach: the firm invests in a limited number of high-quality companies at discounted valuations, holds positions for multi-year periods to compound value, and minimizes portfolio turnover to limit tax drag. The target investor base is accredited investors and family offices, accessed through a private placement process gated by delivery of an Offering Memorandum.

The firm is operated by two principals. Jonathan Booth (CEO & Fund Manager) holds the CFA and CPA/ABV designations, with prior audit experience at Ernst & Young and KPMG where he was rated an exceptional performer; he received the 2006 Elijah Watt Sells Award for one of the ten highest CPA exam scores globally. Kevin Laird (President & COO) is a CPA and MBA (Southeastern Louisiana University), with prior KPMG audit experience and selection to the AICPA Leadership Academy. Both report nearly twenty years of professional investing experience. The firm uses no proprietary technology, algorithms, or AI systems, relying on fundamental securities analysis and research.

Revenue is generated through investment management fees charged to limited partners, assessed as a recurring percentage of assets under management. No fee schedule, AUM figure, minimum investment, or performance data is publicly disclosed. Distribution occurs exclusively through direct outreach, professional networks, and referrals — there is no public marketing presence. The entity has no subsidiaries, no parent, no public listing, no disclosed funding rounds, and no partnerships or alliances in the source data.

Name

Booth-Laird Investment Partnership

Legal name

Booth-Laird Investment Partnership, LP

Website

https://boothlaird.com

Company type

Private

Founded year

2008

Operating status

Operating

Headcount range

1–10 employees

Short description

Booth-Laird Investment Partnership, LP is a private investment fund based in Lafayette, Louisiana, managing a concentrated, value-oriented portfolio for accredited investors and family offices through a two-principal team led by Jonathan Booth and Kevin Laird.

Ownership category

akta.pro rank

Headquarters

HQ city

Baton Rouge

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Others

Revenue model

1. Investment Management Fees: The Fund generates revenue through investment management fees charged to limited partners. As a private investment partnership, fees are likely assessed on assets under management (AUM). The specific fee structure is not publicly disclosed and is delivered via an Offering Memorandum to prospective investors.

Go-to-market motion1 record

Distribution channels1 record

Marketing channels1 record

Core offering

Booth-Laird Investment Partnership, LP is a private investment fund that seeks to provide long-term capital growth through a value-oriented investment strategy, investing in high-quality companies at discounted prices via a concentrated portfolio and multi-year holding period. The Fund is managed by Booth-Laird Capital Management, LLC and is offered exclusively through a private placement Offering Memorandum to accredited investors and family offices. The process is described as deep fundamental research, purchasing at discounts with limited downside, and holding for years to compound value while minimizing taxes.

Product overview

Booth-Laird Investment Partnership, LP operates as a single unified private investment fund. The Fund is the sole product offering, providing institutional-quality value-oriented investment management to investors through a concentrated portfolio strategy with multi-year holding periods designed to compound value while minimizing taxes.

Differentiator

Problem solved

Functional benefit

Products and services

• Booth-Laird Investment Partnership, LP (the Fund) A private investment partnership that seeks long-term capital growth through a value-oriented investment strategy, investing in high-quality companies at discounted prices via a concentrated portfolio with a multi-year holding period. Interests are offered exclusively through a private placement Offering Memorandum to accredited investors and family offices, with Booth-Laird Capital Management, LLC serving as the manager.

Segments1 record

Ideal customer profiles1 record

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Scale indicators1 record

Recent moves3 records

Expansion highlights1 record

Direct peers

• Pzena Investment Management: Classic deep-value equity manager with a concentrated portfolio approach targeting high-quality companies trading at discounts to intrinsic value. Shares Booth-Laird's fundamental, bottom-up research orientation and long-term investment horizon.
• Tweedy, Browne Company: Iconic value-oriented investment firm employing a concentrated, fundamentals-driven, long-term holding approach similar to Booth-Laird's. Both target undervalued, high-quality businesses and rely on deep fundamental research rather than quantitative models.
• Southeastern Asset Management (Longleaf Partners): Manages the Longleaf Partners Funds using a concentrated value approach with long holding periods and a focus on discounted, high-quality businesses. Closely mirrors Booth-Laird's value philosophy, GP/LP structure, and emphasis on margin of safety.
• Third Avenue Management: Value-oriented investment firm historically focused on long-term capital appreciation through concentrated, fundamental analysis of undervalued securities. Philosophically aligned with Booth-Laird's disciplined, research-intensive value approach.
• Ariel Investments: Value-oriented investment firm applying fundamental research to identify undervalued, high-quality companies for long-term portfolios. Comparable to Booth-Laird in its patience, fundamental approach, and HNW/retail channel focus.
• Miller Value Partners: Value-oriented manager applying a concentrated, absolute-return-focused approach to publicly traded equities. Comparable to Booth-Laird's value philosophy and emphasis on capital preservation through discounted purchases.
• Manning & Napier: Value-tilted investment manager with a research-driven, concentrated approach to equity selection. Shares Booth-Laird's fundamental-research orientation and long-term investment horizon.
• Ruane, Cunniff & Goldfarb (Sequoia Fund): Boutique value-oriented investment firm managing the Sequoia Fund using concentrated, long-term holdings in high-quality businesses purchased at attractive valuations. Closely aligned with Booth-Laird in philosophy, structure, and approach.
• First Eagle Investment Management: Value-oriented manager with a long-term, concentrated approach emphasizing capital preservation and quality businesses purchased at discounts. Mirrors Booth-Laird's capital-preservation-alongside-growth dual mandate and concentrated portfolio structure.

Broad incumbents

• Berkshire Hathaway: The most prominent publicly traded value-oriented holding vehicle, applying concentrated long-term capital allocation to high-quality businesses at attractive prices. Although far larger and more diversified, Berkshire embodies the same value-investing philosophy Booth-Laird pursues at boutique scale.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat2 records

Key risks4 records

Key highlights5 records

Customer concentration

• Xx.com/boothlaird

Revenue estimate

Valuation estimate

Number of profiles

Profiles2 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Booth-Laird Investment Partnership