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)