Polished Nickel Capital Management (Carol Lavin Bernick Family Office)

Main Line Capital Management is an East Aurora, New York-based multi-family office and registered investment advisory firm. Established in 2004 by Kevin McKenna, the firm invests and manages the wealth of high-net-worth individuals, corporate clients, and their families. The firm delivers comprehensive family office and wealth management services including customized investment planning, asset allocation oversight, ongoing financial advice, and coordination of retirement and corporate account strategies. Its advisory process incorporates third-party investment managers, mutual funds, ETFs, separate accounts, and institutional capital markets solutions, selecting external managers based on performance discipline, cost efficiency, and long-term suitability. Main Line Capital Management conducts its due diligence through fundamental, bottom-up security analysis, relying heavily on discounted cash flow valuation and corporate regulatory filings to assess the financial strength. Main Line Capital Management focuses primarily on public equity, fixed income, real estate, and diversified multi-asset portfolios informed by decades of institutional markets experience. They evaluate multiple investment strategies being applied across a variety of asset classes, ranging from fixed income securities to limited partnerships in private investments. Allocations include U.S. and developed market equities, corporate and municipal fixed income, income-oriented vehicles, and institutional-grade investment products available through Schwab Institutional. Its geographic emphasis centers on the United States with global diversification as needed. Designed as a boutique family-office-style RIA, Main Line Capital Management emphasizes risk management, portfolio precision, and long-term wealth preservation.

Institutional investor Fund manager. based in New York United States. LP type: Family Office. Asset class focus: Alternative Investments. Geographic focus: North America. Sectors: industrial, office. Active real asset investor

Institutional investor. based in Aventura. LP type: Family Office. Asset class focus: Fixed Income, Hedge Funds, Private Debt, Private Equity, Public Equity. Geographic focus: Asia/Pacific (APAC), Emerging Markets, North America. Sectors: office. Active real asset investor

Institutional investor. based in Washington United States. LP type: Family Office. Asset class focus: Alternative Investments, Hospitality, Real Estate. Geographic focus: Global. Sectors: h101_target_2025, hospitality, hotel101_target, office, Real Estate. Active real asset investor

Institutional investor. based in Woodside United States. LP type: Family Office. Asset class focus: Alternative Investments. Geographic focus: Europe, North America. Sectors: life_sciences, office. Active real asset investor

PermCap Investment Office is a Charleston, South Carolina-based multi-family office, registered investment advisor, and outsourced CIO platform. Established in 2011, the firm invests and manages the wealth of multi-generational high-net-worth families, endowments, foundations, faith-based institutions, and other institutional clients. The family office presence is based in Charleston, but the firm is headquartered in New York City, with an additional office located in Solana Beach, California. Since inception, PermCap has served as the dedicated family office to investor Joe Steinberg, while expanding into a broader multi-client platform. The firm delivers personalized services, including investment management, co-investment coordination, consolidated reporting, tax coordination, property management, family governance, and succession planning. PermCap engages independent managers through sub-advisory agreements, conducting rigorous manager research, due diligence, and ongoing monitoring, providing their clients with transparency. PermCap's asset class focus spans global public equities, fixed income, commingled funds, hedge funds, private market strategies, pooled investment vehicles, and other alternative investments implemented through an OCIO model. The firm constructs customized portfolios aligned with client-specific investment policy statements, risk tolerances, and liquidity needs. While the firm supports clients executing direct investments, including real estate and operating business acquisitions, it primarily acts as fiduciary overseer and external manager selector rather than a principal direct private equity sponsor. Geographic exposure is global, reflecting the needs of U.S.-based families and institutions investing across domestic and international markets. As a multi-family office and institutional allocator, PermCap emphasizes portfolio diversification, disciplined risk management, capital preservation and long-term compounding for intergenerational wealth transfer.