Helping extraordinary investors and their firms go further, faster.

Whether a newly forming or a well-established investment organization, leaders of investment managers face countless decisions in building their firms. We are there to support that decision-making and growth.

We take on select relationships across asset classes and strategies. In every circumstance, we look for teams that are masters of their trades and have an approach that will differentiate them in the marketplace.

Our counsel spans all elements of launching and managing a firm, nurturing a partnership, managing investors, and the capital raising process. From the mundane to the existential, we are the first call for the firms with which we partner.

We are not a placement agent, though firms will often engage with us when they are focused on more effectively engaging with their existing and prospective investors. Our advice is intended to make firms more effective in that engagement and in running their organizations overall.