Investment services
We offer tailored access to public and exclusive private market opportunities, including proprietary direct investments and emerging managers, with a focus on optimizing risk, return, and tax efficiency.
Exclusive private market access
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Access to proprietary direct investments and attractive co-investments
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Exclusive traditional and alternative investment funds in public and private markets
Tailored portfolio construction
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Customized portfolios designed to optimize risk/return and minimize tax
Emerging manager seeding
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Seeding of promising emerging managers who are spinning out of reputable firms
Direct investments
Proprietary direct investments to be offered over time
Co-investments
Co-investing alongside leading managers with favorable terms⁵
GP staking⁶
Seeding promising new launches/spin-outs
Unique risk/reward proposition
Typically structures as a percentage of GP profits
Custom hedging
Risk management hedging solutions
Semi-liquid and liquid third-party funds
Hard-to-access hedge fund, private credit and private equity opportunities
Our investment edge
Clients benefit from our deep relationships across the financial sector and unique access to industry and asset class experts’ proprietary deal flow.⁴
⁴ “Proprietary deal flow” refers to opportunities sourced through Collaborative principals’ relationships rather than through broadly distributed marketing processes. The term reflects the sourcing channel rather than any legal exclusivity.
⁵ Although such favorable terms will not always be possible, favorable terms includes, without limitation reduced or zero management and/or performance fees in co-investment structures, relative to standard fund terms.
⁶ GP Staking refers to acquiring a minority ownership interest in the management company (GP entity) of an alternative investment manager.
Wealth considerations
Our expertise in capital allocation and principal investing creates a sophisticated platform specifically responsive
to ultra high net worth families.
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Prioritizing tax sensitivity in all investment decisions
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Identifying complexity premia through deep industry and technical expertise
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Structuring investments in the optimal legal form—funds, SMAs, LPs, SPVs, etc.
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Implementing insurance wrappers and tax-advantaged strategies
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Leveraging the ecosystem of our principals and clients to unlock opportunity
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Pursuing appreciation while mitigating risk through thoughtful security selection and customized hedging