Investor Focus

We focus on Family Offices, UHNW Individuals, and Institutional Investors.

We partner with Wealth Managers, Private Banks, Multi-Family Offices, and RIAs.

We are focused on our market and are not here to replace financial advisors nor to “hold the hat”.  We deploy capital in company approved Transactions in Primary, Secondary, and Tender Offerings as a response to identified interest.

To adhere to company cap table requirements and to minimize burden to the company we will often create and manage both Diversified Funds of Pre-Identified Names and Single-Asset vehicles.