We focus our sales and marketing expertise on the following markets and investors:
Wealth Management Practices Platforms Consultants Family Offices Endowments
We bring a unique and deeply experienced view of these market and their unique needs. That makes us different from many of the firms you may have interviewed or worked with in the past. We take pride in our analytical, metric-based approach to successfully raising assets. Whether you manage a Hedge Fund, Mutual Funds, Separate Accounts or a FoHF's we stand ready to meet your needs in our niche of the marketplace.
If you decide a discussion would be worthwhile, we would like to see the following to make our time together well spent:
ADV I & II
DDQ
PPM or Prospectus
Subscription Documents
Sample Investor Letters
Performance Analysis
LPA
History and Background of Firm
Principals & Expertise
Typical Presentation Deck
At least $150MM AUM (US), preferably $500MM+
A three-year track record or a sample of a previously managed portfolio
GIPS Compliant (where appropriate)
Industry leaders hired as service providers (where outsourced)