Florida Registered Investment Adviser

Managing Wealth.
Unlocking Private
Venture Capital.

Exclusive access to late-stage venture opportunities and sophisticated strategic asset allocation for high-net-worth individuals, families, and institutions.

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Trusted by discerning families and institutions across the Americas
Florida RIA Registered
Charles Schwab Custody & Transparency
Sydecar Institutional Platform
WHAT WE DELIVER

Two Complementary Disciplines.
One Client-Centric Approach.

Late-Stage Venture Capital
Our primary focus

Curated access to institutional-grade late-stage opportunities in AI, defense technology, advanced energy, robotics, and critical infrastructure. Companies with significant remaining upside and clearer paths to liquidity.

Strategic Asset Allocation
Disciplined wealth building

Sophisticated portfolio construction, retirement account management (401(k), IRA, rollovers), and alternative investment integration. Risk-adjusted strategies designed for multi-generational wealth preservation and growth.

2026 MARKET PERSPECTIVE

Why Late-Stage Venture Capital
Deserves Greater Allocation Today

In the current environment, late-stage investments offer a compelling risk-reward profile: substantially de-risked businesses with proven traction, yet still meaningful upside as they approach liquidity events in high-conviction sectors.

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Reduced Risk Profile

Companies with validated business models, revenue traction, and experienced teams — materially lower failure rates than early-stage investments.

Substantial Upside Potential

Access to category-defining companies in AI, defense, energy transition, and robotics before they reach public markets or strategic exits.

Improving Liquidity Outlook

IPO momentum building, M&A activity accelerating, and secondaries providing additional exit pathways in 2026.

Institutional Infrastructure

SPV execution through Sydecar, providing a streamlined, transparent, and efficient investment experience backed by robust operational infrastructure.

SELECTED HOLDINGS

Our Venture Portfolio

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Anduril
AI Defense Systems
Valar Atomics
Advanced Nuclear Energy
xAI
Frontier Artificial Intelligence
SpaceX
Space Transportation & Infrastructure
Databricks
Data & AI Platform
Neuralink
Brain-Machine Interfaces

Ready to explore exclusive opportunities?

Our team provides personalized guidance tailored to sophisticated investors seeking differentiated private market exposure.

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