What asset classes do you cover?
Private equity, private debt and credit, real estate, infrastructure and hedge funds, across fund commitments and direct or co-investment structures.
An independent read on private equity, private debt, real estate, infrastructure and hedge fund allocations: where the returns come from, what the risks and fees cost you and whether it fits your portfolio.
Behind every fund pitch is a strategy that either earns its fee or does not. We give you an independent read on which: where the returns actually come from, what the risks and fees cost you, how it fits your portfolio and a clear call on whether to allocate. The work is by Tom Pickel, CAIA, with 12+ years on the allocator's side of alternatives, independent of the fund and paid with no commissions.
Private equity, private debt and credit, real estate, infrastructure and hedge funds, across fund commitments and direct or co-investment structures.
A written investment view covering strategy, return drivers, risk, fees, portfolio fit and a clear recommendation on whether and how to allocate.
Yes. There are no commissions and no placement agenda. The analysis serves the allocator, not the fund being analyzed.
Both. The work can be a single fund deep-dive or a review of an entire alternatives program and how its parts fit together.
Related work: institutional positioning from SEC 13F intelligence (The 13F), portfolio-level fit with portfolio risk analysis (Souppe), or a single decision through an investment decision memo. See the full advisory practice.
Send a short note with the strategy or fund on your desk. You get a clear next step and an independent written view.
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