Private investment funds (“Funds”) are typically formed as Limited Liability Companies or Limited Partnerships and are offered on a confidential basis to prospective investors for which an investment is believed to be suitable. Investors must meet the U.S. Securities and Exchange Commission (“SEC”) definition of Accredited Investor, and in some cases Qualified Client.
We have formed and managed Funds focused on residential development, senior living facilities, a mixed-use project, syndicated loans, real estate lending, pre-public banks and convertible securities with more than $300 million of equity capital invested since 2008. Our value-oriented investment philosophy guides our private investments, just as it does our public strategies.
Funds are offered to prospective investors by way of a Confidential Private Placement Memorandum. Pursuant to SEC regulations, we must have a pre-existing relationship with any prospective investor. If you would like to be considered for our next private fund, please contact a member of our Wealth Management Group at (937) 291-1223.