Boutique Investment Firm

Funds Management

We believe it’s important to stand in the investment manager's shoes and have empathy around what their needs are. If we understand their needs, we can then properly tailor a solution that meets their needs and also our own. We are very much a customer-focused business, and by satisfying our investment manager's needs we can continue to build a sustainable business.

The Fund is open to Wholesale Investors only

To qualify as a Wholesale Investor, you must be a wholesale client or sophisticated investor as defined in section 761G and 761GA of the corporations Act, and either:

• Invest $500,000 or more with the Fund: or
• Provide a qualified Accountant’s certificate confirming you either: have net assets of a least $2,500,000 or have a gross income of at least $250,000 for each of the last two (2) financial years.