Our track record spans work across advisory roles, the ThreeStone funds, and decades as an institutional allocator. In these capacities, we have backed over 40 Challenger firms and been a part of founding moments for endowments and family offices.

We emphasize quiet support. No deal tombstones or press releases here. The stories of the firms we support are their own, and we are happily in the background.

Our breakout successes have delivered outstanding results to investors, raised capital from top institutions and family offices, and have become recognized leaders in their fields.