Our deep experience is matched with powerful institutional resources backed by our exclusive collaboration with Callan LLC, a premier investment consulting firm with a 50+ year history and more than $3 trillion in assets under advisement across the spectrum of public and private markets.

As a client, you benefit from exceptional investment research, rigorous due diligence, and an institutional-grade investment experience. Callan LLC’s team of 190 seasoned professionals provide objective and transparent due diligence and conduct more than 2,000 manager meetings annually. Through this strategic relationship, we provide you with an informational edge and direct access to leading private equity, venture capital, private credit, and private real assets as well as institutional-focused public equity and fixed income managers.