Overview

Our firm manages a specialty alternative fund that retains a low risk, higher relative return performance with an audited five-year track record. The fund's sharpe ratio and overall risk-adjusted performance enhances nearly any asset allocation program. Growth has been totally by competence/performance and word of mouth given manager's reputations. The Fund manages ~$50 million in Assets Under Management consisting of private collateralized debt, liens, leases and loans that are self-custodied. The Fund has grown annually, while retaining each of its 70 clients represented by mostly high net worth, non-qualified and qualified accounts, as well as pension, and corporate accounts without marketing or a website.

Last Activity
today

Business Data

Blurred Charts

Clearing Firm / Custodian

Blurred

Third Party Money Managers

Blurred Blurred

Mutual Funds

Blurred Blurred Blurred Blurred Blurred Blurred

Variable Annuities

Blurred Blurred Blurred

Insurance Business

Blurred Blurred Blurred Blurred Blurred Blurred

Technology Solutions

Blurred

CRM Systems

Blurred
Resources
Loading...