CURRENT FUNDS
Private Equity Buyout Fund Focused on High-Growing Sectors of the U.S. Financial Industry
Deregulatory political momentum in the US, disruptive new financial technologies, growing demand for tech-enabled financial services and a fragmented competitive landscape have opened a wide range of opportunities for growth and value creation in the Financial Technology, Regional Banking and Financial Services sectors in North America.
Currently in the capital-raising period. Open only to high-net-worth individuals and institutional investors with a medium-to-long term investment timeline given the fund’s structure and timetable.
Focus Sectors
Fintech
Regional Banking
Financial Services
Key Figures
$30mm
Target Fund Size1
25%
Target Annual Return2
Note. 1. Intended fund size as of January 2025. Subject to change upwards or downwards depending on the outcome of the currently ongoing capital-raising process. 2. Intended internal rate of return for limited partners at the time of liquidation of the fund. Actual results may vary widely upwards or downwards depending on actual investment returns. 3. Focus Sectors represent intended sectors and/or industries of operation of potential portfolio companies of the fund as of January 2025 and are subject to change.
COMING IN 2026
Upcoming Investment Funds
Institutional-Quality Private Credit Fund for Income-focused Investors
Capital Solutions and Distressed Debt-focused Private Equity Fund
OUR INVESTORS AND CLIENTS
Clients are entrusting us with their capital all across the Americas
We differentiate ourselves by providing hands-on customer service, evaluating investments through both Wall Street and Main Street analytical lenses, the personalized strategies and portfolios we offer and by the strong performance of our proprietary investment funds
We serve:
- High-Net-Worth Individuals
- Family Offices
- Pension Plans
- Corporations
14+
YEARS OF EXPERIENCE
HIGHLY SKILLED AND KNOWLEDGEABLE LEADERSHIP
North & Latin America Focus
Hands-On Service
Bespoke Strategies
Our investors are primarily based in North and Latin America and we invest mainly in North American assets
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Interested in Investing or Learning More? Contact us
+1 212 470 0260
or email us at [email protected]
