A private investment office managing a concentrated, multi-asset portfolio with permanent capital and no external mandate.
Principal-led development, value-add repositioning, and stabilized yield acquisitions. Operator-level involvement from underwriting through disposition.
Concentrated, long-duration holdings in businesses with durable unit economics. Selective use of derivatives to enhance yield and manage convexity.
Opportunistic deployment across private markets, structured credit, and dislocated assets where structural complexity provides asymmetric risk-reward.
Permanent capital with no redemption obligations, enabling full-cycle execution.
Bottom-up security selection emphasizing margin of safety and asymmetric payoffs.
Concentration by design — fewer positions, deeper conviction, longer duration.
Direct principal investment. No management fees. No carried interest. No conflicts.
United States