We provide personalized service to our clients. The marketing program for each client is tailored to differentiate the client from other competing funds and match the client’s investment approach with investors specifically seeking that approach.

Our success and track record is closely aligned with that of our clients. We perform thorough due diligence on potential clients before agreeing to represent them. We generally invest a significant portion of our fee in our clients’ funds.

We maintain an extensive investor database that is updated continually with information on specific investor needs and investment preferences. The database is used to track our marketing activities and provide clients with timely reports of our progress.

Our mission is to provide our clients with a select group of high quality, experienced institutional investors with whom they can develop long-term, multiple fund relationships. We have an outstanding record of placing first-time funds in business with a carefully selected investor group matched to their investment philosophy. We work with established funds to improve the quality and scope of their investor base in North America, Europe, Asia, and Australia.


One International Place, Suite 1400 • Boston, Massachusetts 02110 • TEL: 617-973-6900 • FAX: 617-535-7682