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Seglo Capital LLC

Family Office (single/multi)

Seglo Capital is a member of the Cresset Capital multi-family office, focusing on venture capital investments in early-stage companies with significant growth potential. It also manages investments of the Mark and Amanda Segal Family, blending income generation and capital appreciation.

Overview and Management

Establishment Year

2015

Mission

To maximize total returns through capital preservation, income generation, and capital appreciation by employing a relative value-based investment approach grounded in both quantitative and qualitative analyses.

Values

Capital preservation, thorough research, independent thought, and diversification.

Investment Roles

Limited Partner (LP), Direct Investor

Participant Demographics

Dedicated to managing the investments of the Mark and Amanda Segal Family.

Generational Wealth Planning

Focus on capital preservation and strategic investment to ensure long-term wealth generation and preservation for the family.

Risk Tolerance

Focuses on lower volatility and reduced correlation of returns while pursuing superior performance.

References or Case Studies

Team Experience

Notable Achievements

Project Track Record

Exit Strategies

Legal, Compliance and Contact Information

Regulatory Registrations

Compliance History

Email

mark.segal@seglocapital.com

Phone Number

Address

Sunny Isles Beach United States

Frequently Asked Questions

What investment approach does Seglo Capital LLC use?

Seglo Capital LLC employs a relative value-based investment approach that focuses on maximizing total returns through capital preservation, income generation, and capital appreciation. This strategy combines both quantitative and qualitative analyses to identify investment opportunities. - Focus on capital preservation - Emphasis on income generation - Utilizes quantitative and qualitative methods

How does Seglo Capital LLC ensure capital preservation?

Seglo Capital LLC prioritizes capital preservation by strategically analyzing market conditions and investment opportunities. By employing a disciplined investment strategy, the firm minimizes risks while aiming for steady returns. - Rigorous market analysis - Diversified investment portfolio - Focus on low-risk assets

What types of returns can investors expect from Seglo Capital LLC?

Investors in Seglo Capital LLC can expect a balanced approach to returns, focusing on capital preservation, income generation, and capital appreciation. The firm’s relative value-based strategy aims to provide consistent and sustainable returns over time. - Targeted income generation - Potential for capital appreciation - Emphasis on risk management

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