Manager Profile

We source high-performing, institutionally inclined managers for our platform. Firms selected possess demonstrable track records of outperformance, disciplined and repeatable investment processes, well-run organizations with sound business practices, and a core set of values that include integrity. Managers are generally ≤$5 billion in AUM at the time of initial funding; however, we seek boutique managers up to $10 billion in AUM for select opportunities. In addition, given specialized client mandates, all diverse- and women-owned firms are encouraged to engage, regardless of size.

A core component of our work with highly skilled but underfollowed firms is manager support, guidance, and assistance; we help them develop and execute sustainable, transparent, and robust business models designed to meet institutional clients’ needs. This work includes active portfolio management, identifying skilled money managers, conducting extensive due diligence, and performing ongoing and integrated risk management.