About the firm
Patient capital, kept in plain sight.
We are an independent Investment firm. No product shelf, no house fund, no incentive to trade. Our only revenue is the fee our clients see on their statement.
$3.8tn
Under stewardship
1million
Investor's served
17 yrs
Average client tenure
Our history
- 2009
Founded in California, managing investor's and a single balanced mandate.
- 2011
Discretionary permissions granted; the first SpaceX Holdings investment committee is convened.
- 2015
Held client drawdowns to single digits by refusing structured credit outright.
- 2019
Opened the client portal — every valuation and instruction visible to the investor.
- 2026
$3.8trillion under stewardship across over 1million Investor's and twenty partner advisers.