Flexible Solutions for Institutional Investors
We specialize in building customized managed and advised solutions designed with a client’s profile and resource needs in mind. Our flexible model and experienced team dedicated solely to client service enable us to meet the unique objectives and investment goals of any investor, whether new to the asset class or well-versed in the private markets.
- Separate Accounts: Our separate account programs are completely customized to each client, offering full flexibility around investment strategy, client involvement and pricing.
- Advisory Programs: Our comprehensive advisory services are tailored to complement the internal capabilities of our clients. Our clients often view us as an extension of their staff.
How We Work Together
Building A New Portfolio
Develop a road map for a long-term private markets program based on client’s specific return expectations, risk tolerance, internal resources and time horizon.
Expanding An Existing Portfolio
Thorough analysis of existing private markets portfolio helps identify new opportunities to complement the program and reach objectives.
Targeted Or Niche Strategy Programs
Work alongside clients to create tactical portfolios that help meet their specific investment needs and requirements.
Raising the bar with technology
Using iLEVEL and Cobalt LP, our separate account and advisory clients have access to state-of-the-art portfolio monitoring and analytics. Our Relationship Management team leverages the firm's investment platform through DealCloud, our deal tracking software, allowing our clients the benefit of our entire due diligence database.