We are a privately held peer-to-peer partnership. Our partners are a select group of leaders from diverse backgrounds who conduct business in a creative, impactful and lifestyle-enriching manner.

It is our intention to shape our respective legacies through wealth generation, philanthropy and a strong commitment to values.

Guided by Wall Street veteran executives, Geoffrey T. Boisi and Richard W. Herbst, our firm offers a range of investment activities including public market, private equity and real asset investing, and access to strategic and restructuring advisory services.

(Please direct general information requests to Joseph Kopilak.)