Contact Information
Name *
Name
Office Phone
Office Phone
Mobile Phone
Mobile Phone
Preferred Method of Communication
Please select your preferred method of communication
Your Business
Please answer the following questions related to you and your firm.
Briefly describe how your firm thinks about Alternative Investments.
Please enter your firm's total assets under management (USE NUMBERS ONLY, no commas)
$
Select the number of your firm's accredited clients from the drop-down list
Please enter the average net worth for your firm's accredited clients (USE NUMBERS ONLY, no commas)
$
Custodian Platforms
Select the primary custodian platform(s) used by your firm
Impact
Please respond to the following questions related to interest in non-financial returns (i.e. "impact")
Impact Interest
Impact Interest
Rate the following statements:
We currently have interest in impact investments.
Our FAs currently have interest in impact investments.
Our clients currently have interest in impact investments.
Current Impact Investments
Our firm currently offers investments that would be characterized as ''impact' or 'values-based'
Please list the products currently offered by your firm that you deem to be 'impact' or 'values-based'
Impact Theme Interest
Select the impact themes in which your firm and/or your clients currently have interest
Impact Locale Interest
Select the locales in which your firm and/or your clients currently have interest
Investment Preferences
Please respond to the following questions related to investment attributes and structure
Private Funds / Deals
Private Funds / Deals
Rate the following statements
Our firm currently has an interest in private investment opportunities
Our firm is actively looking for private investment opportunities
Our firm prefers investing in funds over individual deals
Current Alternative Asset Classes
Please select all of the Alternative Investment Asset classes currently in your client portfolios
Alternative Asset Class Interest
Select the alternative asset classes in which your firm is currently interested
Please list the alternative investment products currently in your clients' portfolios
Miscellaneous Items
Miscellaneous Items
Please rate the following statements
We would invest with a first time fund manager
We require a 3rd party report for any potential private investment
We require a site visit as part of our due diligence process
We require audited financials as part of our due diligence process
We will only offer products that are on our preferred custodian platform
We will only offer products with some form of liquidity
A 7 year expected hold period would limit our ability to offer to an investment product
Please list any 'deal breakers' that would automatically preclude your firm from considering an investment