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PRODUCTS AND SERVICES OVERVIEW


PRIVATE EQUITY

Early stage and special situation investments in private and publicly-held operating companies

PRIVATE WEALTH MANAGEMENT

Individually managed taxable and tax-qualified accounts for High Net Worth individuals.

MANAGED ACCOUNTS

Institutional ERISA and non-ERISA accounts invested in small cap core equity, small- smid- and mid-cap growth equities, or a variety of convertible security strategies.

HEDGE FUNDS

Qualified Purchasers only; domestic and off-shore.