Alternative Assets
Advisory Services and Fund Raising
Alternative assets have become more attractive to institutional investors, and are receiving a progressively larger allocation of institutional assets. Our focus is working with top managers whose investment thesis and operating environment will be attractive to these large, sophisticated investors.
Wm Sword & Co. and our associates have over twenty years experience in raising money for a diverse group of hedge funds (including CTAs), credit oriented strategies and private equity funds with the following highlights:
ZAIS Group LLC
CDO / Structured credit markets
$9 billion under management
Aquiline Financial Services Fund
Private Equity Fund
$1.1 billion under management
Amici Funds
Long / short equity
$1.6 billion under management
Vicis Capital
Multi-strategy arbitrage
$1 billion under management
Building on our experience in alternatives, we recently completed a secondary private equity transaction involving more than 40 limited partnership interests from a $500 million portfolio.
We have raised over $2 billion from domestic U.S. and offshore investors, including:
- Institutions - private, corporate & public
- Endowments & foundations
- Family offices
- High net worth individuals
- Funds of funds
We focus on the highest quality alternative investment managers who have the following attributes:
- Experience in asset class
- Reputation among peers
- Personal, professional and investment management integrity
Our emphasis is on alternative investment products with compelling characteristics:
- Low volatility/consistent return profile
- Investment style that offers clear differentiation from peers
- Limited correlation with major indices
- Portfolio transparency
- Commitment to open exchange with investors