Private Equity/Real Assets

We focus on direct, control investments in real assets and asset-based businesses.

AUM

$ 2.65 billion as of June 30, 2022

Inception Date

2005

Vehicle Types

Separate Account
Commingled Fund

Investment Philosophy

Our investment philosophy focuses on constructing diversified portfolios of real assets and asset-based businesses across specialty infrastructure and intangible assets. Our deep sector expertise and extensive industry relationships allow us to access investments that are unavailable to the broader market and actively manage those investments in an effort to generate current income and create long-term value for our clients.

PE/RA values represent September 30, 2021 market valuations rolled forward with all capital activity through December 31, 2021.

Our Value Add

  • Senior team with longstanding experience working together across business cycles
  • Demonstrated ability to scale platforms, create long-term value and successfully exit
  • Differentiated universe of real assets to diversify clients’ existing portfolios
  • Thought leader in expanding real asset universe to include intellectual property
  • Robust sourcing networks to access proprietary deal flow
  • Partnership with our clients, providing transparency and in-depth reporting

 

Portfolio Managers

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