Skip to main content
  • Focused Capital. Measurable Impact.

    Connecting capital to opportunity through custom fund design and investment management.
Home //

About Us

We are a boutique investment management firm dedicated to aligning capital with impact. Our work centers on designing and managing private investment funds for those who seek both financial performance and meaningful outcomes. With deep expertise across asset classes and a disciplined approach to fund structuring, we partner with clients—including foundations, family offices, and mission-driven organizations—to turn purpose into strategy. 

Who We Work With

We partner with leaders who are driving change—individuals and institutions with deep domain expertise, a clear understanding of the challenges they address, and a vision for turning ideas into real-world impact. These partners are ready to connect capital to opportunity and move from concept to execution.


Our relationships are built on true partnership. Each party brings essential capabilities to the table: our clients contribute solution sets informed by their experience and networks, while we provide the fund design, structuring, and investment expertise needed to bring those solutions to scale. Together, we turn purpose into performance and insight into measurable change.

Our Approach

We work at the intersection of mission and capital, guiding clients through a rigorous process that transforms strong ideas into scalable investment strategies. Our approach is collaborative, analytical, and grounded in a deep understanding of both our clients' goals and the expectations of institutional capital.


We specialize in bridging the gap between sources of capital and private market opportunities that have the potential to drive meaningful change. Many of the most impactful solutions do not fit neatly into the models of traditional venture capital, private equity, or commercial credit. We help structure these opportunities so they are both aligned with the client’s mission and positioned to attract and deploy capital effectively.


From strategy development to fund design and ongoing management, we partner closely with our clients to ensure each step is aligned with their vision—and executable in today’s investment landscape.

Our Services

We provide investment management and advisory services tailored to the needs of our clients and investors. Our work combines financial rigor with a deep commitment to impact, offering a clear pathway from concept to execution

Research & Design

We co-develop investment vehicles that are customized, scalable, and mission-aligned. Our process includes in-depth market research and structural design to ensure funds are built for both purpose and performance.

Strategy & Deployment

We craft and implement strategies that effectively deploy capital into high-impact opportunities. This includes sourcing, evaluating, and conducting rigorous due diligence on opportunities across private markets, ensuring alignment with both return expectations and mission outcomes.

Compliance & Risk

We provide guidance on compliance, fiduciary responsibilities, and regulatory considerations—ensuring that each vehicle is operationally sound, transparent, and meets the standards expected by institutional capital.

Management & Oversight

We offer institutional-grade fund management, including portfolio construction, performance monitoring, investor reporting, and strategic review. Our goal is long-term alignment, accountability, and measurable results

Sample of Clients

Investment Funds


DiversiFund

The future of food is regenerative, but systemic barriers are hindering its growth: absence of infrastructure, limited access to capital, nascent data sets and supply chain reliability remain major challenges. DiversiFund helps clear these barriers. 


With a target of $100M in capital commitments by 2026, DiversiFund is ready to scale what works, demonstrating how flexible capital structures can unlock financing for farmers transitioning to regenerative practices.

Asymmetrical Benevolence

The Fund finances companies committed to positive stakeholder impact and financial performance. The Fund bridges the gap between traditional finance and  philanthropy. It invests in
purpose-driven companies that generate social and economic value, offering fair returns to
investors without compromising the mission of the businesses we support. By matching these
 companies with aligned forms of capital, the Fund enables sustainable growth and long-term
independence, proving that financial performance and positive impact can go hand in hand.

Valley Energy Fund

The Valley Energy Fund is a proposed $100M private investment fund dedicated to financing the repair, retrofit, and upgrade of aging solar energy systems on farms in California’s Central Valley. 


The Central Valley and its network of farms is critical to the nation’s food supply. It supplies 8% of agricultural output (by value) and produces 25% of the nation’s food, including 40% of the fruits, nuts, and other table foods.