Active Clients
Capital Commitments
Years Serving Taft-Hartley Benefit Funds
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
Product Offerings
Evergreen & Drawdown Products
Evergreen funds and drawdown products represent two distinct approaches to private market investing. Evergreen funds are designed for long-term flexibility, with no fixed end date, allowing investors to enter and exit periodically while maintaining continuous exposure to private companies.
In contrast, drawdown products, typically structured as closed-end limited partnerships, operate on a defined timeline of about 10 years. They follow a staged process: Capital commitments are drawn down during the investment period as opportunities arise, followed by a value creation phase and ultimately a harvesting or liquidation period until the fund is fully dissolved.
Together, these structures offer investors different options for accessing private markets, balancing flexibility with predictability.
Our Advantage
Our disciplined, flexible capital solutions, unique access, and information and relationship advantages make us a sought-after partner.Our 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