Investment Management Services

We find growth. With more than $100 million in assets under management, the core of our business is a series of specialized funds of funds and co-investment initiatives focused on generating superior investment returns for our investors.

We deliver returns through selectivity in and access to small growth-oriented funds that are typically under $350 million in capital commitments. We invest in private equity, private debt, and venture capital funds. Uncovering, researching and analyzing these niche opportunities translates into value for our investors.

Tremendous time and energy is spent canvassing the market for growth opportunities. Our network expands throughout the United States, with locations in Boston and West Palm Beach and a significant presence in the San Francisco area.