OUR MISSION
We seek exceptional returns for institutional investors by introducing them to uniquely excellent alternative investment firms. Our managers provide hard-to-access exposure to new, higher returning opportunities and effective portfolio hedges.
Who We Serve
institutional investors
Our institutional sales team is experienced in portfolio management, pension consulting, benefit plan sponsorship and governance. Thus, we have identified uniquely excellent alternative asset managers for better risk-adjusted returns.
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investment managers
Since 1998, we have helped exceptional private equity, private debt and hedge fund firms raise assets globally from public, corporate, union and multiemployer pensions, insurance companies, endowments, foundations, banks, asset management companies and family offices. Our fundraising capabilities allow investment managers to focus on what they do best, generate strong risk-adjusted returns.
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We Are A Broker/Dealer Registered With The SEC And Members Of FINRA And SIPC.
SIPC: ww.sipc.orgFINRA: www.finra.org
FINRA Broker Check: www.brokercheck.finra.org