Tricap Partners & Co. is an alternative asset management firm serving individuals, family offices, institutions and corporations in the United States and Latin America. We work with our investors to develop customized, diversified portfolios and investment funds that address each investor’s individual needs and goals. We provide an alternative investment platform which includes private equity, hedge funds and real estate. In addition, we provide investment advice and management services to institutional and individual investors through a variety of separately managed accounts.
Tricap Partners & Co. manages capital across all major investment products, including public equities and fixed income, hedge funds, private equity, and real assets. We provide highly customized and integrated asset management, risk management, and estate planning services to a small group of individual investors, corporations, pension funds, and foundations. We employ a fundamental valuation approach to source and evaluate investments and investment managers. Our significant principal experience leads to first-hand understanding of industry best practices in due diligence, underwriting, manager selection, and investment strategy.
The firm’s goal is to deliver enhanced returns and capital preservation over the long term through a rigorous application of sharp intellect and skilled, hands-on management. The firm manages its portfolios with an unwavering commitment to due diligence and risk management, designed to assist our investors preserve and grow their capital base, regardless of market conditions. Our focus on risk management is based on our belief that the key to providing long-term, value-added performance is not based on fortunate market timing. It is the adherence to a disciplined investment process which includes a religious and unqualified commitment to due diligence and risk management. Our firm adheres to advanced analytical measures and pioneering asset allocation strategies that allow us to provide attractive long-term performance potential that is consistent with an appropriate level of risk.
Our team of investment management professionals work directly with investors to provide customized investment management solutions based on each investor’s specific requirements and risk tolerance.
We have found that most larger institutions are too narrowly focused on selling products and not on what their clients actually need. They do a great job selling a lot of different products and collecting a lot of commissions, but then you rarely hear from them again. In our opinion, the typical “private banker” approach does not adequately meet the requirements for our investor base.
Our approach is much different. We actually focus on managing the portfolios, creating alpha for our investors and focusing on long-term, risk-adjusted returns. We adhere to rigorous fundamental and technical analytics while seeking effective portfolio allocations for our clients. That’s what we’re about.
Why We’re Unique
We provide our investors a level of service that emphasizes responsiveness, communication, professionalism and integrity.
1. ACTIVE PORTFOLIO MANAGEMENT
Tricap Partners & Co. is dedicated to the premise that investment management is a service, provided by professionals, rather than a product to be sold. Unfortunately, most high net worth families and individuals experience less of the former and more of the latter. The firm’s investment philosophy is based on the premise that the key determinant of a portfolio’s long-term return is risk. Therefore, we focus on appropriate asset allocation through active portfolio management to effectively manage different types of risk. Appropriate asset allocation through active portfolio management. That’s our approach.
2. EXCLUSIVE ACCESS TO LEADING THIRD-PARTY FUNDS
Tricap Partners & Co. provides qualified clients with access to a select group of alternative asset class funds, some of which are closed to new investors or that typically maintain high investment minimums. Through long and deep relationships with this group of alternative asset managers, Tricap Partners & Co. provides its clients with unparalleled access to leading funds.
3. EXCLUSIVE ACCESS TO PRIVATE TRANSACTIONS
Tricap Partners & Co. provides qualified clients with access to proprietary private transactions typically open to institutional investors. The Tricap Sierra Funds are individual private investments in illiquid, private equity investments in early-stage and middle-market companies.
Leveraging our disciplined investment process, we construct and actively manage portfolios by combining fundamental and technical analysis, strategic asset allocation, and state-of-the-art risk management as we strive to provide clients with strong risk-adjusted returns.
We offer clients access to a select group of alternative asset class funds, some of which are closed to new investors or that typically maintain high investment minimums. Through long and deep relationships with this group of alternative asset managers, we provide our clients with unparalleled access to leading funds.