who we serve
institutional investors

We have identified and represent leading, uniquely excellent, alternative investment managers. They offer absolute return, hedged equity, private equity, private debt, and real asset strategies.

Our offerings currently include:
Diversified US Mid-market Private Equity (including Secondaries & Co-investments)
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US Mid-market Private Debt (senior-secured/first-lien with tight covenants)
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US Mid-market Special Opportunities Debt/Equity Financing
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Private Debt Cov-tight Financing to Highly Qualified Franchise Buyers
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Private Debt Cov-tight Real Estate Bridge Loans
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Patent Infringement Litigation Finance
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Healthcare Private Equity High Growth Opportunities
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Low-Volatility Event-Driven (Merger Arbitrage)
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Global Multi-Advisor,
Multi-Strategy
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Timber
investment managers

Our worldwide institutional relationships include public, corporate, union and multi-employer (Taft-Hartley) pension funds, foundations, endowments, insurance companies, family offices, and funds of funds.

WE:
Raise Institutional Capital for Funds
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Develop and Implement Fundraising Strategy
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Provide Strategic Marketing Advice and Support
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Design Appropriate Marketing Tools
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Provide Ongoing Strategic Advice
“Managing assets is your area of expertise; raising capital is ours.”
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

Customer Relationship Summary, Form CRS
October 20, 2020

Stuart Portfolio Consultants, LP

aggressively conservative investments

12 East 49 Street, 11 Floor • New York, NY 10017
6733 Woodbridge Drive • Boca Raton, FL 33434

Telephone: 212 360 7500 Fax: 212 360 7503
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