We have worked with investment firms across the United States and in Europe that manage a variety of assets classes utilizing various investment structures, including:

Asset Classes

• Equity (domestic and international, all capitalization levels)
• Traditional fixed income (corporate, government, domestic, international, high yield)
• Private equity
• Real estate
• REITS
• Structured credit
• Use of leverage and derivatives

Client Types

• Investment advisors
• Broker-dealers
• Investment funds
• Institutional investors
• High-net-worth investors
• Trust companies

Investment Fund Structures

• Private funds- LPs, LLCs, unitized vehicles
• Fund of funds
• Master/feeder structures
• Mutual funds
• Hedge funds
• Private equity funds
• Common and collective funds
• Stand-alone portfolios – institutional and retail (including wrap / separately managed accounts)