We help families thrive for generations.

OUR FOCUS

Investing in alpha and alternatives.

Public Equities

Public market investments drive growth through strategic equity positions in established companies, leveraging market opportunities and fundamental analysis.

AMZN
BX
DAL
+12 holdings

Private Assets

Private equity and venture capital investments in innovative companies, fostering growth through strategic partnerships and operational expertise.

Affinity logo
Checkbook logo
+16 holdings

Real Estate

Real estate investments across residential, commercial, and industrial properties, creating value through strategic acquisitions and development opportunities.

Residential
Commercial
Industrial

OUR INVESTMENTS

Where conviction meets capital.

View Portfolio
ConnectDER background
ConnectDER logo
Farther background
Farther logo
Insurify background
Insurify logo
Pano AI background
Pano AI logo
Prove background
Prove logo
Treehouse background
Treehouse logo
Upright background
Upright logo

OUR TEAM

Experience that compounds.

  1. Chuck Svirk

    Chuck Svirk

    Managing Partner & Co-Founder

    Chuck brings over 20 years of investment experience across private equity, venture capital, and public markets. He has led investments in over 50 companies and has a proven track record of creating value through strategic guidance and operational improvements.