A Leading Independent Placement Agent
for Alternative Investments.

Our Story

Since our founding in 2004, we have helped our clients raise over $35 billion of institutional capital. We have also earned their respect through a combination of in-depth knowledge, a commitment to service, high ethical standards and, above all, results.

For a select group of clients, we don’t just build investment products. We build opportunities.

Press Recognition

  • 2018 Named "Leading Private Debt Placement Agents" by Preqin
  • 2018, 2017, 2015 Named "Leading Placement Agents Working on Unlisted Infrastructure Funds" by Preqin
  • 2018, 2017 Named "Leading Natural Resources Placement Agents" by Preqin
  • 2015 Named "Prominent Placement Agents" by Preqin

Why Clients Choose Us

icon-Knowledgeable

KNOWLEDGEABLE

47 Funds Raised

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EXPERIENCE

16 Average Years
of Experience

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PERFORMANCE

$35 Billion Raised with
our Clients Since 2004

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PARTNERSHIP

88% of Clients
Come Back

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SUCCESS

450 Commitments from
Institutional Investors

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REPUTATION

Clients Include Top-Tier
Investment Firms

Securities offered through PTP Securities, LLC. Member FINRA & SIPC. Subsidiary of Pinnacle Trust Partners, LLC