michael leffell - founder and chairmain

Michael Leffell

Founder & Chairman
sam klatt - chief investment officer

Sam Klatt

Chief Investment Officer

Timeline

2010-2022

2022+

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Michael Leffell

Founder & Chairman

Aligned Interests

Institutional Scale

Community

Member Concierge

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We typically invest in 20-30 opportunities each year, notifying members of investment opportunities on a rolling basis.

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Members invest at their discretion alongside our investment principals and partners.

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We provide ongoing reporting on investment performance and investor relations services.

Select investors are invited to apply for membership

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HNW/UHNW individuals
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Institutions

All applicants, including individuals and institutions, undergo an approval process to assess mutual fit.