Established in 2011.
We have over 35 employees collectively working to understand what 3rd party fund allocators need. We work with 120+ managers from across the industry, ranging from esoteric, offshore funds to ETFs looking for allocators. Our fund clients encompass the entire spectrum of asset classes, across both private and public markets.
What we do best.
We are in regular contact with thousands of investors globally and have over 200 meaningful allocator conversations a day. We know what investors are looking for and, more importantly, when. Our fund clients benefit from a saving in prospecting time, contacting investors at the opportune moment.
We are the only matchmaker in this industry. The service is not an automated algorithm, we operate on the foundation of relationships. We don't actively sell or market the funds. We call and listen to investor needs and match them with our fund clients' characteristics. Investors are only connected with relevant funds, helping them with manager selection and reducing traffic from unsuitable funds.
What describes you best?
If you allocate to third party funds, we are here to help you identify new opportunities and reduce the traffic from unsuitable funds. We have no economic interest in the funds we work with, only looking to connect you with a small number of managers where there is a match.
If you are looking for new investors, we are here to help you build your business. We do not sell or represent any fund, purely focusing on prospecting.
News & Insights.
I was speaking with a Swiss allocator the other day about what he was looking for with regard to fund selection. The allocator had a combined $25 billion AuM and plenty of money to allocate...