Institutional
Private Equity
Hedge Funds
Portfolio Solutions for Advisors
Made Easy
Made Easy
Focus your time and energy developing relationships with your clients and growing your business.
Let us take care of the rest.
Your Partner for Private Equity & Hedge Fund Investing
Servicing Financial Professionals Since 1994
Access the industry's best-in-class institutional private equity and hedge fund managers who manage over $1 trillion in industry assets.
We service 100+ independent advisors and other financial professionals who represent over $100 billion in assets collectively. You are our client, we work for you.
Established in 1994, we are a seasoned team of investing professionals readily available to support you.
Our service comes at no cost to you. Our fees are based on AuM and are charged to the portfolios.
Our Services
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Institutional Investments
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Marketing Support
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Proprietary Technology & Research
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Turn-Key Operation
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Independent Oversight
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Established & Reliable
Institutional Investments
Deliver best-in-class institutional private equity and hedge funds to your clients’ portfolio with low investment minimums.
Marketing Support
Provide thought-provoking marketing content to your clients. Our media and marketing experts can help you target new prospects using your email and social media platforms, with your brand identity.
Proprietary Technology & Research
Benefit from proprietary industry specific quantitative analytics and portfolio optimization technology.
Web-based qualitative research and operational due diligence provide you with full transparency.
Turn-Key Operation
All your needs in one place.
Web based portfolio management tools
A simple, one time, online subscription process
Consolidated monthly account statements, audits and K1s
Integrated with all major custodial platforms
Focus your time and energy developing relationships
with your clients and growing your business.
Let us take care of the rest.
Independent Oversight
Safeguard client assets with top-tier institutional providers.
Established & Reliable
Established in 1994, we are a seasoned team of investing professionals readily available to support you.
We service 100+ independent financial advisors, multi‑family offices, independent broker dealers, banks and other financial professionals.
You are our client, we work for you.
