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
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