02 — How we deploy capitalFour practices,
Four practices,
one balance sheet.
Each practice draws on the same source of permanent capital, the same underwriting filter, and the same operating partners. The structure follows the opportunity.
Read the philosophy→
03 — Portfolio
Seventy investments. One source of capital.
Companies and deal positions held across Growth, Private Equity, Real Estate, and Special Situations. Some are first-money-in. Some are publicly listed. All are underwritten with permanent capital.
All 70 investments→
04 — People · Six US cities
One investor's lifetime, carried forward.
Twenty-eight investment professionals — and thirty-seven across the firm — operating across six cities with more than 250 collective years in venture, private equity, and real estate. Alumni of Welsh Carson, BlackRock, Goldman Sachs, SL Green, and Citigroup.
Full roster→
05 — From the portfolioDispatches
Dispatches
from the field.
Transactions, milestones, and the slow compounding of seventy active investments — filed as it happens, read at any pace.
All updates→
