Family Offices

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Account Name	Metro Area	Alternative Description	Total AUM
Bessemer Trust	New York City	Bessemer Trust, with about $107 billion in assets, is based out of New York City. Really, the key opportunity there would be within, again, their fund of funds programs which is across private... read more Bessemer Trust, with about $107 billion in assets, is based out of New York City. Really, the key opportunity there would be within, again, their fund of funds programs which is across private equity, real estate, and hedge fund of funds programs. Particularly within private real estate, they tend to favor highly opportunistic strategies and return targets in the high teens to low 20s. It is sector specialists, more niche strategies, and smaller strategies that they would put in their fund of funds. Meg Waters leads the real assets team. Lisa Corcoran leads the private markets group. Gerry Santy is an analyst to reach out to on the hedge fund side, out of New York City. So, there are plenty of opportunities within Bessemer Trust for alternatives. read less	$107,000,000,000
Brown Advisory	New York City	Brown Advisory, one of the largest RIAs with multi family offices in the country, has over $68 billion in assets. They do have a large in house asset management team. For alternatives, on the open... read more Brown Advisory, one of the largest RIAs with multi family offices in the country, has over $68 billion in assets. They do have a large in house asset management team. For alternatives, on the open architecture side, they also have discretionary programs which would offer multi manager vehicles for their clients which include both hedge funds, a hedge emerging market, market equity fund of funds, as well as a real estate partners program and a private equity partners program. If you do have a real estate strategy, you would actually want to be reaching out to JJ Baylin. He is down in the Raleigh area. Jacob Hodes leads the private equity effort down in Baltimore. Within the private equity programs, they do access all types of sub styles of strategies, growth equity, venture healthcare, energy, and consumer. They are also fairly active on the co investment side. Brown Advisory has also recently acquired Signature Family Wealth, down in Virginia, which is also historically a large allocator to private alternatives. read less	$64,041,974,225
CIBC Private Wealth	Chicago	CIBC Private Wealth Management, which has close to $60 billion in assets as a result of the deal with Atlantic Trust. They have been acquiring a number of firms over the years. In fact, they are your... read more CIBC Private Wealth Management, which has close to $60 billion in assets as a result of the deal with Atlantic Trust. They have been acquiring a number of firms over the years. In fact, they are your point of contact for private fund structures, many of which are actually located outside of Boston. Jigar Patel heads up the hedge fund research group and those efforts within their multi manager investment program. He is based in New York. Lester Duke conducts the research on external managers in alternative asset classes, including buyout, venture, real estate, and private equity. He is based in Denver. Then, you have John Tennaro who was more recently promoted to run their impact investing platform, which will include a lot of private fund structures. He is actually in their Washington DC office. Within Boston, you can still reach out to a few of the analysts there. If you have a presence there, and are able to come through their office, they will loop in other members of their team into a conference room. You can always look at it through that angle as well. read less	$57,000,000,000
Abbot Downing	Minneapolis	Within New York, you have Muni Malhotra who covers relative value hedge funds. The real asset and private equity side is run by Hazlitt Gill, in Charlotte. A number of his team members are in... read more Within New York, you have Muni Malhotra who covers relative value hedge funds. The real asset and private equity side is run by Hazlitt Gill, in Charlotte. A number of his team members are in Charlotte, as well as San Francisco are going to be other points of contact depending on the type and strategy that it is that you're working through Wells Fargo. read less	$50,000,000,000
Hall Capital Partners	San Francisco	Hall Capital Partners manages customized global multi asset class portfolios for families, endowments, and foundations. They oversee approximately $35 billion in assets. Laura Andron and Lizzie... read more Hall Capital Partners manages customized global multi asset class portfolios for families, endowments, and foundations. They oversee approximately $35 billion in assets. Laura Andron and Lizzie Fisher Marshal lead their private equity and venture capital research team. Brian Zeiger leads up their real assets research. Nick Franchot leads their absolute return and credit group. Those are the points of contact for alternative managers. read less	$36,253,881,136
Oxford	Indianapolis	Oxford has a long history of experience with investing in alternative investment strategies. We broadly define alternatives in three categories: Hedged Diversifiers, Private Equity and Real Assets. Oxford has a long history of experience with investing in alternative investment strategies. We broadly define alternatives in three categories: Hedged Diversifiers, Private Equity and Real Assets. read less	$26,700,000,000
SCS Financial Services	Boston	SCS Financial has about $20 billion in assets with offices across the country. All of the research is run out of their Boston office. The firm tends to have a very tight list of recommended managers... read more SCS Financial has about $20 billion in assets with offices across the country. All of the research is run out of their Boston office. The firm tends to have a very tight list of recommended managers and strategies across private equity, private credit, private real estate, and hedge funds. That means that allocation can be quite meaningful here. In addition to managing the total portfolios for their traditional high-net-worth families and institutions, they also manage capital for outside investors through a series of fund of funds covering the spectrum of strategies, hedge funds, and private investments. A couple of names to reference here would be Sam Martin for hedge funds and Laura McDonough for private investments. read less	$20,021,840,427
Veritable	Philadelphia	Gary Shugrue is a point of contact as is Jared Weiner. One thing to understand about Veritable is they are doing a lot of co-investment deals for their clients with very attractive fees. They're... read more Gary Shugrue is a point of contact as is Jared Weiner. One thing to understand about Veritable is they are doing a lot of co-investment deals for their clients with very attractive fees. They're looking for interesting, unique, one-off structures that they think are unique to their organization. read less	$17,348,681,287
TAG Associates	New York City	TAG Associates has about $8 billion in assets, a component of which is discretionary. Within that discretionary component, on the alternatives side, they do manage an internal real estate debt fund... read more TAG Associates has about $8 billion in assets, a component of which is discretionary. Within that discretionary component, on the alternatives side, they do manage an internal real estate debt fund of funds. They have historically accessed hedge funds and private equity as well. Their average client has about $50 million in assets. They are fairly customized and have different needs based on their underlying clients. But, historically, they have accessed alternatives across the spectrum, including liquid alternatives. read less	$8,349,620,000
Evoke	Los Angeles	Evoke Wealth is the old Luminous team that spun out of First Republic last year. They are based in Santa Monica. The team is now managing about $4.5 billion in assets. The senior leaders are David... read more Evoke Wealth is the old Luminous team that spun out of First Republic last year. They are based in Santa Monica. The team is now managing about $4.5 billion in assets. The senior leaders are David Hou, Mark Sear, Kim Ip. They have been together since their days at Merrill Lynch. They are very active in private investments. They are largely credited for building the private investment platform at First Republic. They were each members of the alternative investment committee while at the bank. They are actively internally sourcing their own strategies. Ones that they would want to invest in, across all sub asset classes, within alternatives. Then they are leveraging their asset base to negotiate fee breaks. This is now a very interesting new pool of capital for alternatives. Many of their clients who came over with them from First Republic, have private assets that are still held at First Republic and locked on the Altair platform. So, expect Evoke’s AUM to steadily increase as those investments enter and conclude the disposition phase of the lifecycle. read less	$4,500,000,000

Family Offices

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