Strategy
Private Equity Access
Ownership in private companies, sized and vetted for an individual plan.
Most wealth in America compounds inside private companies long before (or entirely without) a public listing. For accredited investors, the question isn't access anymore. It's curation, sizing, and honesty about liquidity.
The J-curve, honestly
The dip comes first, by design.
Capital calls, fees, and unseasoned marks pull a fresh commitment below zero on paper for years before value creation shows. Committing means expecting the trough, not flinching at it.
The classic J-curve shape, illustrative only. Timing and depth vary by fund and vintage; commitments are sized so the trough never forces a sale elsewhere.
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What we do
We surface curated private-equity and private-market opportunities: buyout and growth exposure through funds, plus selective co-investments alongside managers we know. Everything is underwritten before it reaches you, and everything is sized as a portion of a broader plan rather than a standalone bet. Access is the easy part now; the discipline around it is the job.
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The J-curve, honestly
Private equity rarely looks good early. The first few years often show flat or negative marks while capital is called and portfolio companies are repositioned. That's the J-curve, and it's normal, not a warning sign. The returns, when they come, tend to arrive in the back half. You're committing capital for seven to ten years or more, and we only use money whose timeline genuinely fits that.
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How we size and vet
Position sizing comes first, so a lockup never strands you. The allocation is set to your plan, not to how much you like the deal. Then diligence on the manager and the underlying companies, and full fee transparency: carried interest and management fees disclosed up front, before you commit. We'd rather talk you out of the wrong size than into the wrong one.
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Who it's for
Accredited investors (broadly $1M+ in net worth excluding your home) with concentrated or newly liquid wealth who want diversification beyond the public markets. Best for those who can genuinely leave the capital committed for the full horizon and don't need it working elsewhere in the meantime.
Common questions
What are the minimums and lockups?
Minimums vary by fund and co-investment; we'll lay out the specific terms for each opportunity. Lockups typically run seven to ten years or longer, with limited or no early liquidity. We size positions so that timeline never puts you in a bind.
How are returns reported?
Through capital calls as the fund draws committed capital, periodic NAV marks that estimate value along the way, and distributions as investments are realized. Early marks can look flat or negative before the back half. That's the J-curve, not a verdict.
What are the risks?
Illiquidity over a long horizon, valuation uncertainty in interim marks, and real potential for loss of capital. Private equity carries risks public markets don't, and past performance does not guarantee future results. We size accordingly and only use money that fits the commitment.
Related
Adjacent work that often runs alongside this.
Service
Alternative Investments Access →
Private credit and real estate, where you qualify.
Service
Wealth & Investment Management →
Active portfolios at institutional expense.
Strategy
Private Credit →
Yield without the duration risk of long bonds.
Strategy
Private Real Estate →
Real-estate deals most advisors never bring up.
Strategy
Opportunity Zone Investing →
Defer a capital gain now, and grow the new investment tax-free after ten years.
Most clients leave their first call with something their last advisor never gave them: a plan.
Thirty minutes. No prep needed. We'll walk through your situation and tell you what we'd do differently.