Firm Brochure

Item 1 — Cover Page

This brochure provides information about the qualifications and business practices of Tyr Partners LP dba Goodstead. If you have any questions about the contents of this brochure, please contact us at 203-987-6582 or by email at robert.swigert@mytyr.co.

The information in this brochure has not been approved or verified by the United States Securities and Exchange Commission ("SEC") or by any state securities authority. Additional information about Tyr Partners LP dba Goodstead is also available on the SEC's website at www.adviserinfo.sec.gov.

Tyr Partners LP dba Goodstead's registration as an investment adviser does not imply a certain level of skill or training.

Effective Date: August 14, 2025

Item 2 — Material Changes

Last Annual Update: 2024

Summary of Material Changes

This section will be updated as required in the event any material changes are made to the Tyr Partners LP dba Goodstead Firm Brochure (the "Brochure"):

• Other Business Activities for Robert Swigert were added to Form ADV 2a and 2b.

Delivery Requirements

We will provide a summary of any material changes to this Brochure to our clients at least annually, within 120 days of our fiscal year end. Furthermore, we will provide our clients with other interim disclosures about material changes as necessary.

A complete copy of our current Form ADV Part 2A and/or 2B may be requested free of charge by contacting us by telephone at +1 646.522.0317 or by email at robert.swigert@mytyr.co.

Item 3 — Table of Contents

1. Item 1 — Cover Page
2. Item 2 — Material Changes
3. Item 4 — Advisory Business
4. Item 5 — Fees and Compensation
5. Item 6 — Performance-Based Fees and Side-By-Side Management
6. Item 7 — Types of Clients
7. Item 8 — Methods of Analysis, Investment Strategies and Risk of Loss
8. Item 9 — Disciplinary Information
9. Item 10 — Other Financial Industry Activities and Affiliations
10. Item 11 — Code of Ethics, Participation or Interest in Client Transactions and Personal Trading
11. Item 12 — Brokerage Practices
12. Item 13 — Review of Accounts
13. Item 14 — Client Referrals and Other Compensation
14. Item 15 — Custody
15. Item 16 — Investment Discretion
16. Item 17 — Voting Client Securities
17. Item 18 — Financial Information
18. Item 19 — Requirements for State-Registered Advisers
19. Form ADV Part 2B — Brochure Supplement

Item 4 — Advisory Business

Firm Description

Tyr Partners LP (hereinafter referred to as "Goodstead," "we," "us," or "our firm") is a Delaware limited partnership with its principal office located in Washington, Connecticut and has been in business since August 2016. The general partner of the firm is Robert Swigert.

As a registered investment adviser, we are a fiduciary to you, our client, meaning we have a fundamental obligation to act and provide investment advice that is in your best interest. Should any material conflicts of interest exist that might affect the impartiality of our investment advice, they will be disclosed to you in this Brochure. We urge you to review this Brochure carefully and consider our qualifications, business practices and the nature of our advisory services before becoming our client.

Goodstead is a newly established investment adviser with no assets under management. Clients may request more current information at any time by contacting our firm.

Advisory Programs

Goodstead provides investment management and financial planning services to our clients. In connection with our investment management services, Goodstead provides advice with respect to a broad range of asset classes, including equities (common stocks and equivalents), mutual funds, exchange traded funds, fixed income instruments, and alternative investment strategies.

Our advice is generally limited to these types of investments, but we reserve the right to advise or not advise our clients on certain investments should we deem it appropriate based on their particular circumstances.

Goodstead's advisory services are tailored to the needs of our clients based on their individual investment objectives, risk tolerance, cash or income needs, and any investment restrictions. Although Goodstead seeks to accommodate any reasonable investment restrictions or guidelines set by our clients, we may decline to accommodate certain investment restrictions that are incompatible with our firm's investment philosophy or that may have an adverse effect on our ability to manage your account.

Goodstead enters into formal written agreements with our clients setting forth the terms and conditions under which we will provide our investment management services (the "Investment Management Agreement") and our financial planning services (the "Financial Planning Agreement"). Either agreement may be terminated by either party in writing at any time by giving thirty (30) days signed written notice to the other party.

Our advisors may offer all or any combination of the following advisory services:

Investment Management. Goodstead provides investment management services in which clients grant our firm the ability to utilize discretion in managing the client's investment account. Specifically, the client grants our firm full power to direct, manage, and change the investment and reinvestment of the assets in the account, the proceeds and any additions. Our authority includes discretionary authority to purchase and sell securities, submit aggregated trade orders, and give instructions to the qualified custodian. We are not required to first consult with the client before placing any specific order. Goodstead receives discretionary authority from our clients through our Investment Management Agreement at the outset of our advisory relationship. We generally do not manage accounts on a non-discretionary basis.

Financial Planning. Goodstead provides financial planning and consulting services where an advisor will work with clients to review their current financial position, stated goals and objectives and make recommendations on how clients can manage their financial resources based on an analysis of their individual needs. Recommendations may be in the form of a written financial plan or a verbal consultation. The client is under no obligation to act upon their advisor's recommendations, nor to affect their transactions through our firm. Information related to tax and legal consequences is for informative purposes only and should not be considered tax or legal advice.

Wrap Fee Programs. Goodstead does not participate in any wrap fee programs.

Important Note: It is the client's responsibility to ensure that Goodstead is promptly notified if there are ever any significant changes to their financial situation, goals, objectives or needs so we can review our previous recommendations and make any necessary adjustments.

Item 5 — Fees and Compensation

Advisory Fees

The following information describes how Goodstead is compensated for the advisory services we provide to our clients. The specific manner in which fees are charged may differ between clients depending upon the individual Investment Management Agreement or Financial Planning Agreement. Goodstead reserves the right to negotiate our compensation with clients and has the general discretion to waive all or a portion of our fees, but typically only exercises this discretion for our employees.

Investment Management Fees. Goodstead charges an annual asset-based fee of up to 1.00% based on the client's assets under management ("AUM") as valued by the custodian. Fees are negotiated with each client based on a variety of factors, such as the amount of assets being managed, future deposits, the level and type of services provided, and/or the nature of the relationship with the client.

Goodstead generally bills our asset-based fees on a quarterly basis in arrears. Clients must authorize the deduction of our fees from their managed accounts by the qualified custodian, Interactive Brokers. Clients may elect to have our advisory fees calculated by our firm or Interactive Brokers and deducted from their accounts. All fees will be supported by an invoice to the client itemizing the fee.

Financial Planning Fees. Our Financial Planning Fee is $250 per hour. The rate may differ between clients depending on individual Financial Planning Agreements. Our Financial Planning Fee is invoiced to the client upon completion and presentation of the client's financial plan and due within thirty (30) days of the invoice date. Fee will be discussed with the client and agreed upon prior to engagement.

Additional Fees and Expenses. Clients will incur transaction charges and/or brokerage fees when purchasing or selling securities. These charges are typically imposed by the broker-dealer or qualified custodian through which account transactions are executed.

The fees that clients pay to our firm for investment advisory services are separate and distinct from the fees and expenses charged by mutual funds and/or exchange traded funds to their shareholders. To fully understand the total costs associated with their investment portfolio, clients should review all fees charged by mutual funds, exchange traded funds, our firm and others.

Termination. The Investment Management Agreement or Financial Planning Agreement may be terminated by either party at any time upon thirty (30) days written notice. Upon termination, Goodstead will not take any further action with respect to the client's account(s) unless specifically notified by the client in writing.

Refunds. Upon receipt of a proper notice of termination, any earned unpaid fees will be billed on a pro-rata basis based on the amount of work performed up to the point of termination.

Brokerage Commissions. Goodstead does not receive brokerage commissions from the sale of securities or other investment products. Our compensation is limited to the advisory fees described above. Any material conflicts of interest are disclosed in this Brochure, and if additional material conflicts develop, Goodstead will provide written notification to clients.

Item 6 — Performance-Based Fees and Side-By-Side Management

Performance Based Fees

Goodstead does not charge our clients fees based on a share of capital gains on or capital appreciation of the assets in their accounts.

Item 7 — Types of Clients

Types of Clients

Goodstead offers investment advisory services to a diversified group of clients including individuals, high net worth individuals, trusts, foundations, endowments, estates, charitable/non-profit organizations, and corporations and other business entities. Client relationships may vary in scope and length of service.

Account Requirements

Goodstead generally requires a minimum account balance of $1,000.00 for our investment management services. However, Goodstead in its sole discretion may waive or lower our minimum account balance requirement based on various criteria (i.e., anticipated future additional assets to be managed, related accounts, account composition, negotiations with the client, etc.).

Item 8 — Methods of Analysis, Investment Strategies and Risk of Loss

Methods of Analysis

The securities analysis methods employed by Goodstead may include quantitative and fundamental analysis. Our main sources of information include financial newspapers and magazines, research materials prepared by others, corporate rating services, timing services, annual reports, prospectuses, filings with the SEC, and company press releases.

Quantitative Analysis involves the analysis of market behavior and individual securities through the use of mathematical and statistical models. These models, which can be highly complex, are constructed, measured, and implemented to aid in securities analysis or investment strategy.

Fundamental Analysis concentrates on factors that determine a company's value and expected future earnings. The fundamental analysis of a business involves analyzing its financial statements and health, management and competitive advantages, and competitors in the market. Fundamental analysis maintains that markets may misprice a security in the short run, but that the correct price will eventually be reached by the market.

Investment Strategies

Investment Philosophy

Our goal is to increase our clients' wealth through the systematic and disciplined application of a few key principles: take what the market gives you, manage risk, avoid tax, and don't pay for underperformance.

1. Don't try to beat the market. Over time no one can, and if you try, you will pay for it. Instead, invest in passive indexes to take what the market gives you.
2. Manage your risk by diversifying across asset classes, both riskier and safer, with an eye toward holding uncorrelated assets and minimizing covariance among the assets in the portfolio. Proper risk management also requires periodic rebalancing as asset prices rise and fall.
3. Give tax its due. Wealth compounds at greater rates when taxes can be avoided or deferred. Additionally, assets that provide current yield should be held in tax advantaged accounts.
4. Reduce the fees you pay by maximizing your allocation to low-fee funds and managers. Saving these fees over time can substantially increase wealth.

Investment Strategy

Goodstead uses a risk-budgeting approach to construct client portfolios. The key questions are: how much can you not afford to lose; and — given income, liquidity, and liability considerations — how much do you need to save and what rate of return do you require to meet your goals? The answer to the first question determines the size of the allocation to the "Safe Haven" portfolio; the answer to the second determines the allocation to the risky "Whale-Road" portfolio.

The Safe Haven Portfolio is comprised of holdings in fixed income investments such as obligations of developed country governments like the United States and the Federal Republic of Germany. Types of risk that the Safe Haven Portfolio remains exposed to are interest rate risk and inflation risk, managed by diversification across maturity and inflation protection profile.

The Whale Road Portfolio contains holdings in highly liquid, publicly traded equity securities managed by cost-efficient, established managers. It generally invests in large-, mid- and small-capitalization stocks in developed markets; real estate investment trusts; equities and governmental obligations in developing markets; and industrial and agricultural commodities. The Whale Road Portfolio generally excludes investment grade and high yield corporate debt, general obligations of municipalities, and sector-specific or style-specific equity investments.

Risk of Loss

Any investment carries a certain degree of risk, including a possible loss of principal that clients should be prepared to bear. There is no guarantee that any of the investment strategies that our firm employs will outperform the investment strategies used by other firms. Past performance is no guarantee of future results. The investment risks described below may not be all-inclusive but should be considered carefully:

Quantitative Analysis. Investment strategies using quantitative models may perform differently than expected, leading to losses. Models are constructed and validated to describe relationships determined statistically from known present and historical data. These relationships may be inaccurately determined or may break down without warning in the future, rendering model predictions inaccurate.

Fundamental Analysis. This strategy would normally encourage equity purchases in stocks that are undervalued or priced below their perceived value. The risk assumed is that the market will fail to reach expectations of perceived value or that the perceived value was deficient, incomplete, or affected by unforeseen factors.

Equities. Equity, such as common stocks, represents ownership interest of the issuer. Equities can decline in value over short or extended periods as a result of changes in a company's financial condition, changes in the overall market, and economic and political conditions. Adverse changes in exchange rates may also lower returns on foreign equities.

Fixed Income. A risk associated with fixed income is that the issuer may not be able to make interest and principal payments when due. Generally, the lower the credit rating of a security, the greater the risk that the issuer will default. As nominal interest rates rise, the value of fixed income securities is likely to decrease, with the effect more pronounced for higher duration fixed income.

Options. Option contracts reach a terminal value depending on the underlying security at an expiration date. There is a risk that the option may have no value at expiration, and the option holder loses the total amount invested. Options may involve certain costs and risks such as liquidity, interest rate, market, credit, and the risk that a position could not be closed when most favorable. Clients should review the OCC disclosure document "Characteristics and Risks of Standardized Options."

Exchange Traded Funds. ETFs are a type of index fund bought and sold on a securities exchange. The risks of owning an ETF generally reflect the risks of owning the underlying securities they are designed to track, although lack of liquidity in an ETF could result in it being more volatile and ETFs have management fees that increase their costs.

Investors should be aware their investment is not guaranteed and understand that there is a risk of loss of value in their investment.

Item 9 — Disciplinary Information

Required Disclosures

Our firm and our management persons have not been involved in any legal or disciplinary events that would have a material adverse effect on the integrity of our management or the services we provide to our clients.

Item 10 — Other Financial Industry Activities and Affiliations

Outside Business Activities

Neither Goodstead nor any of its employees are registered, or have an application pending to register, as a broker-dealer or registered representative of a broker dealer, futures commission merchant, commodity pool operator, or an associated person of the foregoing entities.

Tyr Partners LP is registered with the CFTC as a Commodity Trading Advisor (CTA), and Robert Swigert is registered as its Principal.

Robert Swigert also serves as Head of Operations for El Menudo Cuenta, 2332 Galiano St., 2nd Floor, Coral Gables, FL 33134. This is an investment-related activity involving Investment Management, approximately 5 hrs/month. Responsibilities include ensuring portfolio management and trading algorithms are run daily.

Affiliated Entities

Goodstead does not have any relationships or arrangements with affiliated entities.

Conflicts of Interest

Goodstead does not have any business relationships with other investment advisers that create a material conflict of interest for our clients.

Item 11 — Code of Ethics, Participation or Interest in Client Transactions and Personal Trading

Code of Ethics

Goodstead has adopted a Code of Ethics (the "Code") that sets forth a standard of business conduct for our firm and all our associated persons. The Code includes provisions relating to the confidentiality of client information, a prohibition on insider trading, restrictions on the acceptance of significant gifts and the reporting of certain gifts and business entertainment items, and personal securities trading procedures. All employees of Goodstead are required to handle their personal securities transactions in such a manner as to avoid any actual or potential conflicts of interest. Annually, we require all employees to certify that they have read, understand and will comply with the Code.

Clients and prospective clients may request a full copy of our firm's Code of Ethics by contacting our firm at 203-987-6582 or by email at robert.swigert@mytyr.co.

Participation or Interest in Client Transactions

Goodstead and/or our advisors may invest in the same securities that are recommended to and/or purchased for our clients. Goodstead has adopted procedures designed to assure that the personal securities transactions, activities and interests of Goodstead and/or our advisors will not interfere with our ability to make investment decisions in the best interest of our clients.

Personal Trading

Goodstead maintains and enforces written policies and procedures reasonably designed to prevent the misuse of material non-public information by our firm or any access persons of our firm with regards to their personal securities transactions. Personal trading activities are continually monitored to reasonably prevent conflicts of interest between our firm and our clients.

Item 12 — Brokerage Practices

Selection of Broker-Dealers

Securities transactions are generally executed through Interactive Brokers, LLC ("Interactive Brokers"), member FINRA/SIPC/NYSE. Interactive Brokers maintains custody of our clients' assets and effects securities transactions for our investment management clients' accounts. Goodstead is independently owned and operated and is not affiliated with Interactive Brokers.

Goodstead considers a number of factors prior to recommending a particular broker-dealer to our clients, including their familiarity with the securities to be sold or purchased, their execution skills, commission rates or other fee schedules, custodial services, level of net capital and excess SIPC and other insurance coverage. Clients are advised that they may be able to effect transactions in securities through other broker-dealers at lower commission rates.

Research and Other Soft Dollar Benefits. Interactive Brokers offers products or services other than execution that assist our firm in managing and administering client accounts. These may include software and other technology that provide access to client account data, facilitate trade execution, and assist with back office functions, record keeping and client reporting. Goodstead may also receive services from Interactive Brokers intended to help our firm manage and further develop our business, including registration support, website design and technology support.

Goodstead does not participate in any commission-sharing arrangements or receive soft dollar credits. As a fiduciary, we are required to disclose that there is an inherent conflict of interest when our firm recommends that clients maintain their assets at Interactive Brokers, as our recommendations may be based in part on the benefits we receive from them. Nonetheless, we seek to ensure that securities transactions represent the best qualitative execution, not just the lowest possible cost.

Brokerage for Client Referrals. Goodstead does not consider broker-dealer or third-party referrals in selecting or recommending broker-dealers to our clients as this would create a conflict of interest.

Directed Brokerage. While Goodstead generally recommends that clients direct transactions through certain broker-dealers, we do not have discretionary authority to determine the broker-dealer to be used or the commission rates paid. In rare cases, Goodstead may utilize other broker-dealers when requested by the client in writing. Clients should be aware that directing a particular broker-dealer may limit our ability to achieve best execution or limit participation in block trading.

Trade Aggregation

When the same security is deemed appropriate for multiple clients, our firm may aggregate similar trades and execute as a single block. Securities purchased or sold will be allocated in a fair and equitable manner. Transactions are usually aggregated to seek a more advantageous net price and/or to obtain better execution for all clients. Nevertheless, there is no assurance that the aggregation of transactions will benefit all clients equally.

Trade Errors

From time to time, our firm may make a trade error when servicing a client's account. When this occurs, we will correct the trade as soon as we discover the error at no cost to clients. If there is a cost associated with the correction, such cost is borne by Goodstead and not the client. Note that we do not credit accounts for market losses unrelated to our error.

Item 13 — Review of Accounts

Account Reviews

Mr. Robert Swigert, Chief Compliance Officer of Goodstead, conducts account reviews on a monthly ongoing basis for clients subscribed to our investment management services. The frequency of the review may be adjusted depending upon a variety of factors such as the client's risk profile, activity in the account, economic and market conditions, and the client's preferences. Additional reviews may be triggered by changes in the investment objectives or guidelines for a particular client.

Formal client review meetings are generally conducted on a regular basis at intervals mutually agreed upon by the advisor and the client, but no less than annually.

Account Reports

Those clients to whom Goodstead provides investment management services receive at least quarterly reports from our firm summarizing their account(s) and investment results. Reports may be furnished in writing or electronically as requested by the client. Clients are urged to compare the account statements they receive from their custodian to any written reports received from our firm.

Item 14 — Client Referrals and Other Compensation

Client Referrals

It is our firm's policy not to compensate clients for referring potential clients to our firm, as the client would be considered a solicitor and would have to satisfy requirements under Rule 206(4)-3 of the Advisers Act or similar state rules before a cash referral fee could be paid.

Other Compensation

Goodstead does not receive an economic benefit from anyone who is not a client in exchange for our provision of investment advice or other advisory services.

Item 15 — Custody

Custody of Client Funds and Securities

Goodstead does not exercise custody over client assets or accounts. Interactive Brokers is the qualified custodian and maintains custody of client funds in separate brokerage accounts for each client under the client's name. Goodstead personnel may assist the client in preparing paperwork to open a new brokerage account at Interactive Brokers, but only the client is permitted to authorize, by their signature, the opening of the account.

Clients can access daily, monthly and annual account statements as well as daily trade confirmations through a password protected portion of Interactive Brokers' website at www.interactivebrokers.com. Clients should also expect to receive quarterly account summaries from the qualified custodian by first-class mail.

Clients should carefully review the account statements and summaries received from the qualified custodian(s) and compare such official custodial statements to any account reports provided by Goodstead. Any client that does not receive an account statement or summary from the qualified custodian should call our firm immediately.

Item 16 — Investment Discretion

Discretionary Authority

Goodstead manages client securities portfolios on a discretionary basis. Goodstead is granted limited discretionary authority in writing by the client at the outset of the advisory relationship. This limited discretionary authorization gives Goodstead the authority to manage the client's investment assets at our firm's sole discretion and without consulting with the client in advance, subject to the investment objectives, guidelines and restrictions set by the client. This authorization will remain in full force and effect until we receive a written termination notice of the Investment Management Agreement from the client.

Goodstead does not have discretionary authority to determine what broker-dealer to use or the amount of commissions that are charged by the broker-dealer or custodian.

Item 17 — Voting Client Securities

Authority to Vote Client Proxies

Goodstead generally accepts authority from clients with respect to voting of proxies solicited by, or with respect to, the issuers of any securities held in client portfolios. Goodstead has adopted proxy voting guidelines reasonably designed to vote proxy proposals in the best interest of our clients. Clients who would like to obtain a copy of our firm's proxy policies and procedures and/or a report summarizing how their securities were voted may contact our firm at 203-987-6582 or robert.swigert@mytyr.co. Goodstead may utilize a third-party service provider to assist with the functions related to voting client proxies.

Item 18 — Financial Information

Required Disclosures

Goodstead may accept limited discretionary authority when providing investment management services if agreed upon in writing with the client. Goodstead does not require clients to prepay more than $500 in fees six months or more in advance.

Goodstead does not require or solicit prepayment of fees from our clients.

Goodstead has no financial commitments that would impair our firm's ability to meet our contractual and fiduciary commitments to our clients and has not been the subject of a bankruptcy proceeding.

Item 19 — Requirements for State-Registered Advisers

Executive Officers and Management Persons

Outside Business Activities

Please refer to the "Other Financial Industry Activities and Affiliations" section of this Brochure for more information.

Performance-Based Fees

Please refer to the "Performance-Based Fees and Side-By-Side Management" section of this Brochure for more information. Performance-based fees may create an incentive for an advisor to recommend investments that carry a higher degree of risk to the client.

Legal or Disciplinary Events

Neither Goodstead nor our management persons have been involved or been found liable in any arbitration claims alleging damages in excess of $2,500 or been involved in any civil, self-regulatory organization, or administration proceeding.

Issuers of Securities

Neither Goodstead nor our management persons have any relationships or arrangements with any issuers of securities.