Alternative Investments

Our success-based model means we're always aligned with clients and investors.

We regularly invest with clients from our Partners Fund, managed for our principals and an independent family office. Alternative investments we have successfully offered to market in recent years include:

Specialty Finance Receivables Lending

Debt financing to factoring companies purchasing small business invoices

Backed by large corporate credits

Annual liquidity with quarterly subscriptions

Marina Acquisition Private Equity Fund

Acquiring fragmented “mom and pop” marinas across the U.S.

Amenitization strategy to drive NOI growth

Closed-end fund with distributions during term

Distressed CMBS Activist Strategy

Investing in distressed CMBS to control larger capital structures

Deals sourced through longstanding bondholder relationships

10+ year successful track record

Jones Act Maritime Equipment Leasing

Owns 2000+ Jones Act vessels on triple-net contracts

Contractual lease cash flow

Quarterly distributions benefiting from depreciation-driven tax deferrals

Deep Tech Hardware Venture Capital

First-check investments in energy, materials, aerospace and robotics

People-first approach backing ambitious founders

Fund III structured for QSBS tax advantages

Opportunistic Landmark Office Conversion Strategy

Converting landmark office buildings to hotels in high-growth markets

Fully identified portfolio of 5 controlled assets

Projects in Savannah, Memphis, Pittsburgh, Providence, and Phoenix

Regionally Diversified Bridge Lending Strategy

Providing high-yield bridge loans to U.S. real estate

Primarily lending to multi-family residential and other low-volatility assets

Zero down months since 2018 with REIT structure

US Structured Equity Fund

Pursue structured capital solutions and “credit-like” private equity investments

Focus on asset-oriented businesses

GP-Led Continuation Fund

Acquiring continuation positions in trophy assets

Portfolio of ~30 investments diversified by sector, sponsor, and vintage

Strong sourcing through 50+ GP relationships

Global Agricultural Commodities Trading Strategy

Targets dislocations across agriculture, sustainable fuels, and environmental markets

Capitalizes on weather volatility and supply/demand shifts

Liquid market focused, low correlation to broader commodity markets