Diversified exposure to lower middle market alternative asset managers
Private Fund Investing
With deep experience in the lower middle market, a disciplined approach and longstanding relationships with other fund managers, we seek to offer investors a differentiated exposure to private fund investing.
Our Private Fund Investing strategy aims to provide investors with the opportunity to gain exposure to a highly diversified basket of assets with meaningful current income generation and long-term capital appreciation.
Through proactive sourcing, a strong market reputation, and extensive lower middle market networks, we are able to gain access to high-quality private fund opportunities that span a broad range of market segments and strategies.
Lower Middle Market Access
A diversified portfolio of SBIC funds.
Lower Middle Market Access Team
Richard Donick
Head of Private Funds
Jon Bailey
Partner - LMMA Funds
Gordy Holterman
Partner - LMMA Funds
David Horowitz
Partner - LMMA Funds
Exchange Traded Funds
LBO is an actively managed income-oriented ETF that invests in publicly listed private equity firms and BDCs.
LBO is an actively managed income-oriented Exchange Traded Fund that provides investors with exposure to certain components of the leveraged buyout ecosystem. This ETF invests in publicly listed private equity buyout firms & publicly-listed sponsors, Business Development Companies (BDCs), leverage providers, and related asset managers.
LBO
Actively managed ETF investing in listed PE firms and BDCs. BDCs primarily make investments in the debt and/or equity of small to mid-size businesses.
LBO Team
Rahul Hukeri
Managing Director & Head of Fund Research