Wealth Management & Fund Administration

We invest in scalable wealth management, wealth technology and fund administration businesses in partnership with best-in-class operators, where we believe there is an opportunity to further scale both organically and inorganically.

*Certain companies are included in more than one sector.

Contacts
$2.1
Billion Committed Capital*
8
Total Companies*
9
Years Since Initial Investment
Case Studies
Past
Past
Past
Past