Mandate & appetite
- Preferred strategies
- Fixed Income, Geographic Focus, Hedge Funds, Private Equity
- Target geographies
- Global
- Typical ticket
- $2m–$10m
- AUM
- —
- Real-asset allocation
- —
- Appetite
- —
Investor profile
Independent family office pursuing the endowment approach for over 20 years, with a global investment focus diversified across asset classes. Portfolio includes private equity, real estate, public equity, and hedge funds, complemented by an actively managed real estate portfolio. Focuses on building long-term partnerships with highly qualified managers.
Unlock mandates & allocation signals
See BTV Group's active mandates and live allocation signals — plus named decision-makers, unlimited AI capital-matching and CSV export.
- Active mandates (strategy, asset class, geography, ticket, target IRR)
- Live allocation signals with sources
- Named CIOs & IC members + email & LinkedIn
From $599/mo · 20% off annual
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