$100MM AUM | $1MM Rev in
New York, NY
We are a NYC and Wyoming based RIA focused exclusively on ultra high net worth families. We are currently at an inflection point in our growth and have begun exploring strategic partnerships with like-minded individuals and firms to increase our economies of scale.
We focus our time exclusively on investment management, asset allocation, and manager and fund selection. We have the ability to invest across all asset classes for individuals and families as well as institutional investors, including in direct and co-investment opportunities. We act as the Outsourced Chief Investment Officer for a select number of single-family offices.