About Us
We are an independent investment manager catering to families and family offices that has been partnering with top-tier managers for 15+ years to invest in the lower middle market in private equity and value-add opportunistic real estate
Our Mission
To provide clients around the globe with access to an efficiently diversified portfolio of investments in the lower middle market, with consistently high returns, and a superior client experience.
Ethical, fair treatment
of all our business partners
What we value
Honesty
To speak the truth, recognize the truth, appreciate the truth
Integrity
To be consistent in our deeds, with our words
Respect
To treat all others (people and institutions) with dignity, and as we wish to be treated
Service
To serve our clients, our community, our colleagues the best we can
Discipline
To execute the agreements and deliver the goods
Frugality
To keep things simple, avoiding waste of time, energy, and resources
Professionalism
To do things well, in-depth, conscientiously
Continuous improvement
To consistently question how we could do things better, and change
Integral development
To provide opportunities for maximum development of our talent
Passion
To do everything with passion, otherwise it isn’t worth it
