What We Do

We are an investment advisory firm that specializes in private markets investing. Our team has experience in managing private investments for well-known institutions, and we use that experience to identify and research opportunities. We take each opportunity through a rigorous due diligence process and after execution, apply a similar level of rigor in monitoring the performance of those investments.

We focus our investment activities in two areas of the private markets:

  • Private equity secondaries
  • Niche private debt strategies

 

Who We Serve

We work with a variety of clients and believe that our offerings may be suitable for:

  • Institutional investors who seek off-the-run private market deals
  • Wealth managers seeking opportunistic private investments for their clients
  • Qualified individuals and families looking to diversify their traditional stock and bond portfolio

Our strategies can be accessed through:

  • Customized portfolios or specialized mandates
  • Participation in our private fund vehicles