The Firm

Our Mission

Provide our partners with exceptionally managed investment funds while integrating operational and cost efficiencies engineered for consistency and transparency.

Competitive Strengths

Entrepreneurial Team & Financial Expertise

Extensive entrepreneurial background

  • Management team/principals represent fourth generation entrepreneurs
  • History of successfully identifying market opportunities, filling needs with viable products and executing high performing business strategies
  • The team has collectively overseen substantial private transaction proceeds from closely held businesses
  • Overseen the merger and continued operation of a substantial commercial bank

Commercial banking expertise

  • Chairman has served as director of a commercial bank for over 20 years
  • CIO brings 10 years of front/middle/back office commercial banking experience:
  • Fixed income portfolio management and asset/liability modeling

Alignment of incentives

  • Each of the principals is investing alongside the funds’ limited partners