At Covered Bridge, through our subsidiary CBSPV, trust is the foundation of everything we do. Backed by over 100 years of combined experience across finance, law, banking, technology, and asset management, our leadership delivers secure, innovative, and resilient financial solutions. The Genesis Fund, managed by CBSPV, reflects this commitment—offering high-yield target returns through a measured, risk-conscious strategy. With leaders like Kip Byrne, John Rivera, John Kloos, and Harrison Kordestani, our team brings deep, cross-sector expertise to every decision—ensuring investments are made with purpose, precision, and a focus on long-term value.
GENESIS FUND CBSPV
Conservative Approach to Potential High Yield Returns
OVERVIEW - RISK MITIGATION - STRATEGY
After extensive research and due diligence on the compliance requirements and the trade group's background, we launched the COVERED BRIDGE GENESIS TRADE PROGRAM as a Special Purpose Vehicle LLC, registered in Nevada as "CBSPV LTD", in Q4 of 2024.
The Genesis Fund aims to deliver a 5% compounding monthly return for its members, a target that has been historically achievable while effectively managing risk.
The fund operates on a best-efforts basis, guided by a dedicated in-house trading team with decades of experience in algorithmic strategy and geopolitical analysis.
Built-in redundancies in both technology and talent ensure continuity and stability. The fund is overseen by a leadership team with deep expertise across law, finance, and executive management.
Trades executed across six major currency pairs with geopolitical oversight.
Returns are settled in cash at the close of each trading day.
Members receive the first returns of the fund. Our principal protection pool receives the next portion of the returns. We protect our member principle funds with up to 25% of initial principal investment. Any additional returns go to cover operational expenses and the management group.
Members can withdraw their capital within 3-10 business days and can cease trading on their capital with a simple phone call followed by an email.
Mitigating Risk, Maximizing Returns for Our Members
The CBSPV "GENESIS FUND" receives member contributions via its BANK OF AMERICA account. Those funds are deployed across three of the top Trade Platforms: TastyFX, INTERACTIVE BROKERS, and OANDA. Funds are pooled, traded, and returned to cash daily, maintaining a safe harbor position with full liquidity.
Key Safeguards towards Risk Mitigation:
• Principal protection pool up to 25%
• Maximum 4% daily draw down
• Strict stop-loss on all trades
• 5–6 trades per day, average duration 20 minutes
• 25% max leverage
• 80/20 win/loss ratio
• Modest pip strategies targeting 1%–2% daily returns
A Strategy Overview of the CBSPV 'GENESIS FUND"
• Strong research with an avoidance of large unpredictable and volatile market events.
• Conservative, highly disciplined, surgical trades, not over- leveraged, taking a small sliver following a trend - and making sure returns are settled in cash at the close of each trading day.
• Focus on Higher Win Rates: Targeting smaller profit margins with a higher frequency of successful trades.
• Consistency and Longevity: Maintaining a strong win rate over time to build the fund’s overall performance.
• Trading Methodology: Engaging in momentum trades that capitalize on small price fluctuations, which significantly reduces risk.
• Limited Leverage: The desk limits leverage to 25x, minimizing potential losses.
• No Overnight Positions: All positions are closed daily to avoid overnight market risk.
• Precision Trading: The desk trades in PIPS (0.0001 of a dollar), targeting a spread of 1.5 pips per transaction.
CBSPV is a special purpose vehicle designed for individuals seeking high-yield programs while mitigating risks. The Genesis Fund is a pooled investment fund within CBSPV that deploys capital into a wealth enhancement trade desk.
The fund invests in a conservative trading program that targets a 3%-8% monthly compounded return on investment (ROI). Members determine their own distribution schedule at the time of signup.
While efforts are made to protect your capital, all investments carry some risk. CBSPV implements daily market monitoring and has a reserve fund that aims to cover up to 25% of potential losses. However, returns are not guaranteed.
Yes, the program is open-ended. You can request withdrawals, and they will be settled within three to five business days.
The Genesis Fund aims to provide a monthly compounded return of 3%-8%, but actual returns may vary, depending on market conditions and program performance. Upon membership target ROI will be established.
In addition to daily risk management, CBSPV sets aside a portion of funds into a protection reserve to cover potential losses. Moreover, stop-loss measures are used to limit trading risks.
No. CBSPV invites select individuals to participate, and the program is not marketed to the general public.
Each member will be able to access their account information and Net Asset Value (NAV) via an encrypted, secure transaction portal on the Covered Bridge Family website.
You can terminate your membership at any time, but there may be penalties or costs depending on the timing of your withdrawal.
The Genesis Fund is well equipped to navigate the complex regulatory landscape that governs private investment. We have three on staff attorneys that monitor potential compliance issues.