We have worked with investment firms across the United States and in Europe that manage a variety of assets classes utilizing various investment structures, including:
Asset Classes
- Equity (domestic and international, all capitalization levels)
- Traditional fixed income (corporate, government, domestic, international, high yield)
- Private equity
- Real estate
- REITS
- Structured credit
- Use of leverage and derivatives
Client Types
- Investment advisors
- Broker-dealers
- Investment funds
- Institutional investors
- High-net-worth investors
- Trust companies
Investment Fund Structures
- Private funds- LPs, LLCs, unitized vehicles
- Fund of funds
- Master/feeder structures
- Mutual funds
- Hedge funds
- Private equity funds
- Common and collective funds
- Stand-alone portfolios – institutional and retail (including wrap / separately managed accounts)