We advise investment managers on the development of strategies and liquidity solutions for mature or challenged funds Being FINRA registered investment professionals we can take over the investment advisors role, particularly important when there have been departures from the management team. Our approach begins with a dedication to assisting investment managers and heir investors in maximizing return of capital to investors.
Whether replacing or working alongside the investment manager team, we provide:
We will serve as sub-advisors or successor managers, alongside existing fund management, directors, or limited partner advisory committee (LPAC) members to develop and execute specific mandates. While you are focused on your investment opportunities, we will maximize the return of tail-end capital to you, and alleviate the burdens associated with Zombie, tail-end, and non-performing fund entities.