We employ an innovative and data-backed approach to design funds and portfolios that meet investors’ needs.

Client-driven. Results-oriented.

Customized Managed Solutions

Our separate account and advisory programs are completely customized to each individual client, offering the ultimate flexibility around investment strategy, client involvement and pricing.

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Distribution Management

We work with our clients to seek to enhance the realized value of their distributions of publicly‐traded stock through active portfolio management, in an effort to increase overall returns.

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Monitoring & Reporting

Our extensive client services team specializes in providing performance analysis and reporting to our global client base, aiming to act as an extension of our clients’ staff and resources.

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Private Wealth Solutions

Access to a diversified, institutional-quality private markets portfolio for qualified clients.

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Product Solutions

With distinct product platforms and dedicated teams that focus on each of the major investment approaches in the private markets, our commingled products provide solutions for a variety of investors.

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Our Technology Solutions can power your private markets research, investment diligence, portfolio analytics and reporting. Learn more about our software and integrated services.

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