Boutique investment management firm specializing in private wealth management and venture investment, headquartered in Silicon Valley.
Independent firm operating as a multi-family office.
Focus on generating attractive risk-adjusted returns by managing risk-return expectations.
Redwood City, Ca, United States
About
Mission
To leverage collaborative networks to deliver exceptional performance for clients' long-term success; focus on value investing and acquiring businesses that compound value over time.
Values
Integrity, client-centric approach, resourceful relationships.
Participant Demographics
Serves executives, entrepreneurs, and internationally situated families, with cross-border expertise bridging the US and Asia.
Investment Strategies
Track Record
Project Track Record
Investments in venture-backed startups and pre-IPO companies.
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Redwood City, Ca, United States
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