We are a seasoned team with diverse backgrounds that has deployed over six billion dollars through making hundreds of private market investments as well as monitoring thousands of related transactions.

Donald Phillips
Donald PhillipsChairman & CEO
Tom Thompson
Tom ThompsonSenior Managing Partner
Gregory Oberholtzer
Gregory OberholtzerCIO & Senior Managing Partner
J.F. Berry
J.F. BerrySenior Managing Partner
Celia Chapman
Celia ChapmanPartner & Senior Advisor
Eric Griffin
Eric GriffinPrincipal
Ryan Phillips
Ryan PhillipsPrincipal
Eric Assouad
Eric AssouadPrincipal
Allan Amico
Allan AmicoPrincipal
Blake Middleton
Blake MiddletonVice President
Jeff Baker
Jeff BakerDirector - Business Development
Phillip Fulmer
Phillip FulmerSenior Advisor
Jennifer Concannon
Jennifer ConcannonDirector - Marketing & Investor Relations
Austin Rehm
Austin RehmVice President
Kerry Freeman
Kerry FreemanVice President - Marketing & Investor Relations

Accounting, Compliance and Operations

Traci Breen
Traci BreenCFO & Managing Director
Jim Wrolson
Jim WrolsonDirector of IT
Charlie Mowry
Charlie MowryController
Josephine Mendoza
Josephine MendozaFund Controller
Ashley Frey
Ashley FreyTax Manager
Katherine Canning
Katherine CanningAccounting Manager
Bo Merchant
Bo MerchantSenior Fund Accountant
William Gonzales
William GonzalesFund Accountant
Lisa Walker
Lisa WalkerCompliance Officer, ACA Group
Dena Mosiello
Dena MosielloCompliance Associate
Mary Barrett
Mary BarrettExecutive Assistant
Gisela D'Ambrosio
Gisela D'AmbrosioExecutive Assistant