INTEGRITY, INNOVATION
INCOME, INSIGHTS

We've Invested Alongside:

Goldman Sachs, Groupe Arnault, Credit Suisse, FIDELITY Investments, T. Rowe Price, BlackRock, Neuberger Berman, USAA, SunTrust, CiTi Bank Ventures, IBM Ventures, Michael Dell, NBC Universal, Google Ventures, TPG, D.E. Shaw & Co, The Coca-Cola Company, Virgin Group, SoftBank Capital, Comcast Ventures, Hearst Ventures, Andreessen Horowitz, Sequoia Capital, Baidu, LeFrak, Accel Partners, Santander Bank InnoVentures, Seagate Technology, Kleiner Perkins Caufield & Byers & many more…

FEATURED COMPANY

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Addepar

Addepar, the operating system for our financial world, announced that it has surpassed $1 trillion in assets on its platform.

Now counts over 300 firms as clients, including AB Bernstein, Oppenheimer & Co. Inc., BMO Wealth Management’s CTC | myCFO, Jefferies, and Morgan Stanley.

Addepar’s consistent growth trajectory coincides with the increase of mutually beneficial partnerships between traditional financial institutions and innovative fintech startup firms, a trend forecast to continue in the years to come.

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OUR BUSINESS SEGMENTS

Financial Services

We are early backers of online brokerages with over 13.5 Billion in AUM (18') as well as banking protocols to connect banks, payment providers, digital asset exchanges and corporates to provide one frictionless experience for money globally.

Technology

Applying an analytically rigorous and data-focused approach, we invest strategically and selectively across the broad value chain and sub-verticals of the technology industry from software to space.

Private Equity

Corporate Private Equity — buyout and growth capital. Real Assets — real estate, metals, infrastructure and transportation.

Capture The Upside Potential Of Revenue Based Private Equity Companies & MultiFamily Income Real Estate

The historically attractive return profile of many late-stage venture-backed companies has typically only been available to institutional and high net worth investors. With many high-growth companies staying private longer than ever, a significant portion of their value appreciation typically occurs before their entry into the public markets.

As volatility remains ever-present and investors search for yield. One asset class has remained tried and true: Multifamily Real Estate. Value-add strategies in the multifamily space remain steadfast and are one of the best hard, non-correlated assets acting as a hedge from inflation and satisfying the need for monthly stable income.

NEWS

Capture The Upside Potential Of Revenue Based Private Equity Companies & MultiFamily Income Real Estate
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Emerging Real Estate Trend

  • Estimated 375,000 new units built in 2017
  • According to the National Council of Real Estate annual total return for Institutional-quality senior housing through the first quarter of 2017 was 12.05%, overshadowing the NCREIF Property Index (NPI) result of 7.27% and the apartment result of 6.73%

GLOBAL PRIVATE EQUITY MARKET

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RAISED SINCE 2013

$1.7 Trillion in buyout capital continues to pile up globally, setting a new record in 17'.

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MULTIPLE

Half of all companies acquired in 17' priced in excess of 11 times earnings before interest, taxes, depreciation and amortization.

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COMPANY TRANSACTIONS

More than 38,000 companies were bought and sold globally in 17'.

Source, Bain & Company

Let's Talk

We are a leading private equity company providing capital, industry expertise, and support to leaders and businesses that are transforming the financial services, technology and real estate landscape. We aim to set the standard for conservative value creation. Let's Talk.

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