Services designed to deliver excellence In today's marketplace, you need more than a provider. You need a partner that recognizes they are a critical part of how you do business and treats your business as if it were their own. Expanding your product offering?
We specialize in helping structure and launch both registered and unregistered products, simply and cost-effectively.
Valuing your greatest asset: your investors
We’ve developed a hands-on, boutique service model to give your investors the attention as well as the accurate and timely information they need – and you expect.
Tailored services for private equity We help you stay focused on investment performance and raising capital by supporting your evolving operational and regulatory needs, while giving your investors the attention they deserve.
A retail vehicle with limited liquidity
Closed-end interval or tender-offer funds offer distinct advantages to investment managers seeking a retail vehicle with limited liquidity. Our turnkey platform is designed to lower overhead and eliminate barriers to entry.