One Platform. Three Strategies. Built Around Your Mandate.

Family offices are where we started, and we are one ourselves. You can invest in our strategies, co-invest with us deal by deal, sell us private positions you already hold, or bring us a company your family is invested in. We put our own money in alongside yours.

Invest in Our Strategies

Exposure across private credit, private equity and secondaries, or a Fund of One built to your mandate.

• Commingled, evergreen and custom structures
• Your governance, your reporting

Co-Invest Alongside Us

Access to individual companies through debt and equity, deal by deal, from the same pipeline our strategies invest behind.

• No obligation to participate
• Includes QSBS-eligible investments

Receive Early Liquidity

Need cash out of private market investments or funds you already hold? We buy those positions — discreetly, and without waiting for the fund to wind down.

• Fund interests and direct positions
• A quiet, reliable counterparty

Customized Strategic Capital for Businesses You’re Invested In

For companies your family owns or backs — recapitalizations, growth capital, succession or a sale.

• Keep control or step back
• Continuity for management and employees

Our Capital in Every Strategy

The firm and its team invest alongside our partners, with exposure to the same outcomes.

100% Employee-Owned ¹

No outside shareholder or parent company. The people making decisions own the firm.

Carried Interest Shared Firm-Wide

100% of U.S. full-time employees share in the carried interest — the whole firm works toward the same returns.

Come to Our Events

Annual meetings, CEO summits and family office gatherings. Meet our investment team, hear from the people running these companies, and spend time with other families.

Use Our Network

We can introduce you to business owners, founders and operating partners across 40+ industries — people who have built and sold companies in the markets we invest in.

Read Our Research

White papers on both running a company in this market and investing in one.

Most advisors want this asset class for their clients but not the paperwork that comes with it. We handle the structures, the reporting and the client conversations, so you can offer it without building the machinery yourself.

Practice-Ready Structures

Access vehicles designed for advisory workflows, including qualified purchaser and accredited investor structures with appropriate subscription and reporting mechanics.

Education and Client Support

Materials, briefings and direct access to our investment team to help advisors explain this market to clients and committees with confidence.

Dedicated Coverage

A named team for the relationship, with field support for advisors rather than a single point of contact at the home office.

Come to Our Events

Annual meetings, CEO summits and advisor briefings. Meet our investment team, hear from the people running these companies, and spend time with other advisors in this market.

Use Our Network

We can introduce you to business owners, founders and operating partners across 40+ industries — people who have built and sold companies in the markets we invest in.

Read Our Research

White papers on both running a company in this market and investing in one.

Book yield, capital efficiency and asset-liability matching, all under a regulatory and rating-agency lens. Senior secured lower middle-market credit fits that mandate — provided the structure is built around your constraints.

Senior Secured Book Yield

Predominantly first lien senior secured, floating-rate exposure with conservative entry leverage and maintenance covenants tested quarterly.

Spread Over Public Credit

An illiquidity and complexity premium in a market structurally underserved by banks and larger credit funds.

Diversification

40+ industries and hundreds of borrowers nationwide, with returns driven by company-level performance rather than public market beta.

Duration Control

Mandates structured to your liability profile, including custom pacing and distribution mechanics.

Rated Note Feeders

Structures designed with capital treatment and rating agency methodology in mind, built alongside your own advisors.

Separate Accounts

A dedicated mandate under your investment guidelines, governance and reporting requirements.

Cash-Flow Matched Mandates

Pacing, drawdown and distribution mechanics shaped around liability timing rather than a standard fund schedule.

Capital treatment depends on your domicile, structure and rating agency methodology. Nothing here is regulatory, accounting, actuarial or tax advice. Your own advisors should evaluate any structure against your specific requirements.

This is a large market with few institutional lenders and buyers in it. Returns come from how the underlying companies perform, not from where public markets trade. We report at the level your board and consultants expect, and we aim to build mandates around your process.

Low Public-Market Correlation

Returns driven by the operating performance of small private companies rather than by public market multiples.

Governance-Ready Reporting

Board- and committee-level reporting, quarterly third-party valuations and LP advisory committee participation.

Separate Accounts at Scale

Dedicated mandates under your own investment guidelines, pacing and reporting requirements.

Consultant Engagement

We work directly with investment consultants through diligence, on-site reviews and ongoing monitoring.