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Client Case Studies

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Great Gray
Collective Investment Trusts

Great Gray Trust Company

Great Gray Trust Company specializes in Collective Investment Trusts (CITs), providing fiduciary oversight, governance, and operational support for asset managers, advisors, and plan sponsors. The team...
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Continental
Real Estate

Continental Realty Corporation

Continental Realty Corporation is a real estate investment firm dedicated to creating value for their investors through multi-family residential property investments. The firm manages the entire property investment cycle...
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Wells Fargo Advisors
Asset Manager

Wells Fargo Advisors

Wells Fargo Advisors is a premier financial services firm serving investors worldwide through about 12,000 Financial Advisors and referrals from 4,000+ Licensed Bankers in branches across the United States...
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Mammoth VC
Venture Capital

Mammoth VC

Mammoth VC is a venture capital firm that specializes in early-stage startups with high growth potential. Their primary focus is on health and tech-driven companies...
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Victory Capital Management
Separately Managed Accounts Exchange Traded Funds

Victory Capital Management

Founded in 1894, Victory Capital Management (VCM) is a global asset management firm with a unique business model that combines boutique investment qualities with a fully...
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MDSV
Venture Capital Fund of Funds Deep Tech

MDSV Capital

Founded in 2021, MDSV Capital is a Palo Alto, CA-based venture capital firm seeking to invest in early-stage deep-tech companies. MDSV implements a fund of funds strategy focusing on index-like exposure...
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Jefferies
Investment Banking Capital Markets

Jefferies Group

Founded in 1962, Jefferies is an investment banking and capital markets firm that provides sales & trading, research, investment banking, asset and wealth management services to corporate clients, institutional investors and high-net-worth...
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Sandpiper
Real Estate

Sandpiper Lodging Manager

Sandpiper Lodging Manager, LLC is a Virginia-based company that manages and owns more than 50 midscale and economy extended-stay hotels. Since their inception in 2012, Sandpiper has quickly become a household name...
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US Realty Advisors
Real Estate

U.S. Realty Advisors

U.S. Realty Advisors (USRA) is a leading net lease real estate investment and asset management firm specializing in sale-leaseback and build-to-suit financing arrangements...
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Aqua
Private Equity Alternative Asset Placement

Aqua 

Aqua is a New York-based alternative investment firm that specializes in private equity. As a leading financial advisory firm, Aqua empowers financial advisors to invest beyond conventional asset classes...
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Valiant Finance
Structured Financing

Valiant Finance

Valiant Finance, an affiliate of Exemplar Companies, is a specialized investment firm offering innovative solutions to sophisticated investors. The firm manages a family of funds focused on differentiated strategies...
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Sovereigns Capital
Private Equity ETF Issuer

Sovereign's Capital

Founded in 2012, Sovereign's Capital is an Atlanta, Georgia-based investment firm that operates across asset classes including Public Equity, Private Equity, Venture Capital, Real Estate, Fund of Funds and ETF strategies...
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Rowe Capital Partners
Alternative Asset Placement

Rowe Capital Partners

Rowe Capital Partners is a global placement agent, focusing on an array of alternative investment strategies. The firm also provides deep-dive strategic advice and asset management services...
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Private Capital Development
Private Equity Venture Capital

Private Capital Development

Private Capital Development LLC (PCD) is a specialized professional services firm that establishes connections between private capital fund managers (GPs) and institutional and family office limited partner investors (LPs)...
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Fifth Wall
Venture Capital Technology

Fifth Wall Ventures

Founded in 2016, Fifth Wall Ventures is a Los Angeles, California-based venture capital firm focused on technology for the global real estate industry. With $3.2B in AUM, Fifth Wall connects the world's largest operators of real estate with entrepreneurs worldwide...
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Anthropocene
Venture Capital

Anthropocene Ventures

Anthropocene Ventures, located in San Francisco, CA, is a global, early-stage venture capital firm renowned for its commitment to investing in founders who leverage exponential technologies and hard science...
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Safe Harbor Distribution
Capital Markets

Safe Harbor Distribution

Founded in 2017, Safe Harbor Distribution is a leading financial services company based in Pennsylvania. The company has experienced continued success by acting as a single source of investment products for financial advisors...
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Performance Equity Management LLC
Private Equity

Performance Equity Management

Founded in 2005, Performance Equity Management is an $11.5B independently owned investment management firm comprised of the former General Motors in-house private equity group...
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Parkview Financial
Real Estate

Parkview Financial

Parkview Financial is a Los Angeles, CA-based Real Estate firm specializing in commercial & residential private debt financing. Parkview provides short-term bridge and construction loans throughout the US...
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Apis Capital Advisors
Hedge Fund

Apis Capital Advisors

Launched in 2004, Apis Capital Advisors is a New York City-based long-short equity hedge fund manager that focuses on global equity markets in industries such as technology, healthcare, industrials and consumer goods...
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