Phone: +1 (212) 923 -1430
We are a nimble team dedicated to asset management consulting and capital raising, selectively partnering with managers and early-stage companies to bring well-designed strategies and investments to our network of families, foundations and endowments, and other institutional investors. Once we have conviction in an investment, we provide or facilitate professional distribution to serve the marketing objectives of our client. We are careful to respect capital allocators’ interests and time, and curate our most relevant offerings for each specific allocator. As a result, we have developed global relationships and a reputation for serving our clients and investor relationships with integrity. In addition to those core activities, we provide outsourced sales and business development efforts for research products. We are affiliated with Old City Securities, who serves as our broker-dealer and has been a great, long-term partner.