Private mandates,
built around you.
For accredited investors seeking concentrated conviction, custom risk parameters, or strategies outside our standard portfolio shelf — every engagement begins with a direct conversation.
No portal. No queue.
A direct line.
Accredited mandates aren't a tier — they're a relationship. You'll work directly with our principal to define objectives, constraints, and reporting cadence. Mandates may include concentrated equity sleeves, custom hedging overlays, opportunistic positions, or thematic baskets we don't publish to the broader shelf.
Position sizing, sector tilts, and exclusions calibrated to your existing book and tax posture.
Access strategies built around our highest-conviction theses, including positions sized for material outcomes.
Fee-only, no commissions, no product placement. Our incentives match yours.
Who qualifies as an
accredited investor.
Per SEC Rule 501 of Regulation D, an individual generally qualifies if they meet one or more of the following:
- Earned income exceeding $200,000 (or $300,000 jointly with a spouse) in each of the prior two years, with the same expectation for the current year.
- A net worth over $1,000,000, individually or jointly, excluding the value of a primary residence.
- Holds a Series 7, 65, or 82 license in good standing, or qualifies as a knowledgeable employee of a private fund.
- Entities such as trusts, LLCs, and family offices may qualify under separate asset and ownership thresholds.
This summary is informational only and not legal advice. Status is verified during onboarding.
Speak with us
directly.
Every accredited engagement starts with a confidential, no-obligation conversation. Reach out and we'll respond within one business day.