Private markets expertise for RIAs and family offices—without building a full-time alternatives investment team.
Extend your investment team with independent fund research, due diligence, portfolio construction, investment committee support, and ongoing oversight.
FOR RIAs FAMILY OFFICES INVESTMENT TEAMS
We help RIAs and family offices design, evaluate, implement, and oversee alternative investment programs. Support can range from evaluating an individual fund to serving as an ongoing outsourced Director of Alternative Investments.
Develop or review the firm's alternatives framework, including target allocations, asset-class exposures, liquidity requirements, manager coverage, and implementation approach.
Typical output: allocation framework, coverage priorities, and implementation roadmap.
Determine how private equity, private credit, secondaries, venture and growth, real assets, and other alternative strategies fit within the total portfolio.
Typical output: target allocations, portfolio scenarios, and pacing and liquidity considerations.
Source, screen, and compare managers and funds across strategy, structure, performance, fees, liquidity, risk, and potential portfolio role.
Typical output: manager screens, fund comparisons, and research reports.
Conduct quantitative and qualitative due diligence, document findings, identify open issues, and support the investment approval process.
Typical output: documented diligence findings, open issues, and investment analysis.
Prepare investment analysis and comparison materials, participate in manager discussions, and support investment committee evaluation and decision-making.
Typical output: investment committee materials, manager comparisons, and decision support.
Monitor approved managers and investments for performance, organizational changes, strategy drift, liquidity, terms, and other material developments.
Typical output: manager reviews, material-change monitoring, and portfolio-level follow-up.
Our investment work focuses on manager research, investment due diligence, portfolio construction, and ongoing investment oversight. Specialized legal, tax, and fund-structuring advice remains with the client's legal and tax professionals.
We can evaluate individual opportunities or help establish and maintain the full alternatives research and oversight process.
Initial fit, eligibility, structure, and investability.
Manager, fund, operational, and investment due diligence.
Investment case, costs, risks, portfolio role, and alternatives.
Support investment committee review and decision-making.
Track the investment, manager, and material developments over time.
A good fund is not automatically a good portfolio allocation.
We evaluate alternative investments in the context of the existing portfolio—including allocation size, diversification, liquidity, risk, and expected portfolio contribution.
60 / 40
48 / 32 / 20
Illustrative portfolio shown. Actual allocations depend on portfolio objectives, liquidity requirements, risk tolerance, and investment constraints.
Portfolio analysis can incorporate expected return, downside behavior, diversification, liquidity, and structural portfolio resilience.
Firms building or expanding an alternatives capability without adding a dedicated full-time alternatives team.
Relevant support:
Investment teams seeking additional private-market research, portfolio construction, or manager due-diligence capacity.
Relevant support:
CIOs and investment committees seeking specialized alternatives expertise, additional research capacity, or an independent perspective.
Relevant support:
Alts Custodian combines investment research and portfolio analysis with the infrastructure required to support private investments through implementation, custody, administration, and ongoing monitoring.
Fund & manager analysis
Portfolio role & allocation
Investment committee support
Subscription & transfer
Safekeeping & administration
Ongoing oversight
Custody through Alts Custodian is not required to engage the Outsourced Director of Alternative Investments service.
Let's discuss your current alternatives program, investment process, and where additional research, portfolio construction, or due diligence support would be useful.
