CLIENT PROFILE
- Institutional Investor or Single/Multi-Family Office
- Direct allocations to alternative fund managers
- Strong appetite for differentiated investments in hedge fund, private credit, private equity, and real estate investments
SERVICES
- Formalize research and investment process
- Develop top-down asset allocation strategy
- Onboarding and coverage of legacy holdings
- Source, identify, analyze, and onboarding of new investments
- Investment committee participation
CLIENT PROFILE
- RIAs & Full-Service Investment Advisory Platforms
- Clients are direct or indirect allocators to alternative investment managers
- Managers of internal proprietary vehicles to access hedge fund, private credit, private equity, and real estate investment managers
SERVICES
- Open-architecture development, including sourcing, due diligence, and monitoring of “approved” platform investments
- Sub-advisory functions for custom-built or internally-managed portfolios
- Manager searches and ODD-only mandates
- White-labelled investor reporting and communications
- Support for client advisor-driven business development
- Research bandwidth to support internal CIOs and investment staff
CLIENT PROFILE
- Feeder fund or managed account access platform
- Access vehicles in hedge fund, private credit, private equity, and real estate investments
- Specialty Purpose Vehicles for single direct investments
SERVICES
- Independent sourcing and due diligence of underlying managers/investments
- Ongoing monitoring and oversight of platform managers and sourcing of new platform additions
- Branded or white-labelled investment and operational due diligence reporting for underlying client consumption
CLIENT PROFILE
- GP stake-buying asset managers
- Third-party capital placement agents
- Service providers
SERVICES
- Investment manager target sourcing
- Outsourced fund investment and operational due diligence to supplement internal resources
- Strategic advice in support of business development initiatives
- Competitive/Peer Group analysis for comparative evaluation