Access approximately 70 best-in-class institutional private equity and hedge funds starting at $1 Million per investor, no per-fund minimums.
We currently work with 100 independent advisors, multi-family offices, regional banks, and broker dealers.
You are our client, we work for you.
Focus your time and energy in developing relationships and growing your business. Just like you, we are independent.
Easily implement all your alternative investing needs in one place.
Proprietary Technology & Research
Build, analyze and rebalance your clients’ portfolios using proprietary industry specific quantitative analytics and portfolio optimization technology. Web based research and operational due diligence reports provide deep qualitative analysis.
Top-tier Institutional Safeguards for custody, administration and audit.
Established & Reliable
Established in 1994, we have a seasoned team of investing professionals readily available to support you.
Our program has $730 Million in assets under management and partner capital represents 8%.
Registered Investment Advisors
Broker-Dealers, Consultants, Financial Advisors and Wealth Managers
Foundations, Pensions, and Endowments
Accredited Investors, Qualified Purchasers and others.