Private Equity & VC Interval Funds & RICs,
Core Diversified PE/VC Fund of Fund LPs,
Satellite (VC, Growth, Lower Middle Market Buyout, Secondaries, Co-Investments, & Geography/Sector Focused) Fund of Fund LPs
Private Credit Interval Funds,
Non-Traded BDCs,
Direct Lending, ABS & Specialty Finance LPs,
Distressed Credit & Credit Opportunities LPs,
Private Credit Secondaries LPs
Private Real Estate Interval Funds,
Non-Traded REITs,
Core/Core+/Value Added/Opportunistic LPs,
Satellite Single Geography/Property Type LPs,
Private Real Estate Secondaries LPs
Private Diversified Real Asset Interval Funds,
Core & Core Plus Private Infrastructure, Farmland, and Timberland LPs,
Opportunistic Real Assets Fund of Fund LPs,
Infrastructure & Real Assets Secondaries LPs
Interval & Tender Offer Funds Focused on Private-Credit Like Asset Classes (Royalties, Transportation Finance, Specialty Credit, Litigation Finance, Specialty Insurance, etc.),
Private Equity & Real Asset like LP FoFs
SMAs and Limited Partnerships for Direct Custody of Major Crypto Currencies, Blockchain Venture Capital Fund of Fund LPs,
Blockchain Hedge Fund of Funds LPs
Mutual Funds & ETFs investing in "Hedge Fund" like asset classes: Multi-Alternative, Long-Short Equity, Market Neutral, Global Macro, Managed Futures, Arbitrage & Event Driven, Long-Short Credit, Absolute Return
Tender Offer Hedge Fund of Funds,
Single-Manager Multi-Strategy HF LPs,
Multi-Manager Multi-Strategy Hedge FoF LPs,
Tactical Single Manager, Strategy, Sector, Geography, and Size LPs & CTAs
REITs, Listed Infrastructure, Commodities, Precious Metals, BDCs, MREIT, CEFs
Niche Public Credit: CLOs, CMBS/RMBS, Niche Public Equity: Microcap, Natural Resources, International/EM Small, EM Value
Chartered Alternative Investment Analyst®
since 2022
CERTIFIED FINANCIAL PLANNER™
since 2007
Accredited Investment Fiduciary®
since 2015