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
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