210
Active Clients
$16B
Capital Commitments
25 Yrs
Serving Taft-Hartley Benefit Funds
11
Dedicated Employees
*As of 3/31/2025
We Enrich Lives and Safeguard Futures
As one of the largest private markets investment managers on behalf of Taft-Hartley benefit plans, we operate as an extension of our clients. We are committed to partnering with clients to meet their investment objectives.
- Early adopter of the Principals of Responsible Workforce Management in Private Equity
- Developed Unique Labor Impact Strategies
- Extensive experience managing assets as ERISA Fiduciary and Qualified Plan Assets Manager
Our Service Offerings

Evergreen Products
What are they?
Evergreen funds are investment vehicles that allow investors to make long-term investments in private companies. They continue indefinitely, allowing investors to enter and exit the fund on a periodic basis. Unlike traditional private markets funds, which typically have a fixed lifespan of approximately 10 years, Evergreen funds do not have a fixed end date.Benefits of Evergreen Funds
Designed to provide private markets access with a single allocation, monthly or quarterly, immediate capital deployment, limited liquidity, and low investment minimums.Product Offerings

Drawdown Products
What are they?
Traditional closed-end limited partnerships deploy committed capital over a determined investment period. Capital commitments are drawn down over time once target investments have been identified. Typically, closed-end funds have a duration of approximately 10 years with three distinct periods: investment period, value creation, harvesting (liquidation) until fully dissolved.Our Advantage
Our disciplined, flexible capital solutions, unique access, and information and relationship advantages make us a sought-after partner.Product Offerings
