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The people, data, & insights driving investment opportunities across the Low Mid Market
$7.0 Billion

Assets Under Management

20+ Years

Experience & Proprietary Data

At a Glance

  • Longstanding investment philosophy premised on common sense, a healthy dose of skepticism, and a belief that the Low Mid Market can deliver superior investment performance relative to larger markets

  • Culture of partnership and collaboration: we sit at the nexus of respected investment and client partners, providing access to opaque markets

  • Remarkable people with decades of diverse investment experience

  • Longevity and durability enhanced by a strategic partnership with New York Life Investments. Our parent company, New York Life Insurance Company, is one of the largest mutual life insurers in the world