ASSET GROWTH PARTNERS LLC

ASSET GROWTH PARTNERS LLCASSET GROWTH PARTNERS LLCASSET GROWTH PARTNERS LLC

ASSET GROWTH PARTNERS LLC

ASSET GROWTH PARTNERS LLCASSET GROWTH PARTNERS LLCASSET GROWTH PARTNERS LLC
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+1-847-999-8066

ADVISING BOUTIQUE MANAGERS ON each step NEEDED TO RAPIDLY GROW THEIR ASSETs

ADVISING BOUTIQUE MANAGERS ON each step NEEDED TO RAPIDLY GROW THEIR ASSETsADVISING BOUTIQUE MANAGERS ON each step NEEDED TO RAPIDLY GROW THEIR ASSETsADVISING BOUTIQUE MANAGERS ON each step NEEDED TO RAPIDLY GROW THEIR ASSETsADVISING BOUTIQUE MANAGERS ON each step NEEDED TO RAPIDLY GROW THEIR ASSETs

Advising Managers on All Aspects Required to Win High-Quality Pools of Capital from the Institutional & Intermediary Markets 

+1-847-999-8066

ADVISING BOUTIQUE MANAGERS ON each step NEEDED TO RAPIDLY GROW THEIR ASSETs

ADVISING BOUTIQUE MANAGERS ON each step NEEDED TO RAPIDLY GROW THEIR ASSETsADVISING BOUTIQUE MANAGERS ON each step NEEDED TO RAPIDLY GROW THEIR ASSETsADVISING BOUTIQUE MANAGERS ON each step NEEDED TO RAPIDLY GROW THEIR ASSETsADVISING BOUTIQUE MANAGERS ON each step NEEDED TO RAPIDLY GROW THEIR ASSETs

Advising Managers on All Aspects Required to Win High-Quality Pools of Capital from the Institutional & Intermediary Markets 

About Us - Competitive Edge

WE PROVIDE IMMEDIATE ACCESS TO A LARGE NETWORK OF INSTITUTIONAL AND INTERMEDIARY INVESTORS AND THEIR CONSULTING FIRMS

The Investor Marketplace Views Us as Knowledgeable and Trustworthy Sources of Best-in-Class Specialist Investment Managers and Has Allocated Several Billion Dollars in Capital to the Managers With Whom We've Worked

Competitive Attributes

COMPETITITVE DIFFERENCE

COMPETITITVE DIFFERENCE

COMPETITITVE DIFFERENCE

We are seasoned professionals with experience in portfolio management, consulting, business development and client service.  We advise investment managers on every step in the process required to attract and win high-quality pools of capital including, but not limited to, the following. In-depth development of sales and distribution strat

We are seasoned professionals with experience in portfolio management, consulting, business development and client service.  We advise investment managers on every step in the process required to attract and win high-quality pools of capital including, but not limited to, the following. In-depth development of sales and distribution strategies and tactics across all key distribution channels; development of product positioning and product narratives relative to all key competitors that attract investor interest; competitor analysis; development of presentation and marketing materials; and presentation consulting and training to portfolio managers and all other professionals.   

COMPETITIVE ADVANTAGE

COMPETITITVE DIFFERENCE

COMPETITITVE DIFFERENCE

The investor marketplace views us as credible, substantive and knowledgeable.  We are viewed as trustworthy sources of best-in-class boutique investment managers.  We provide managers immediate access to our global network of consultants and investors which includes many of the world's most prestigious institutional, consultant, OCIO, E&F

The investor marketplace views us as credible, substantive and knowledgeable.  We are viewed as trustworthy sources of best-in-class boutique investment managers.  We provide managers immediate access to our global network of consultants and investors which includes many of the world's most prestigious institutional, consultant, OCIO, E&F, SWF, financial intermediary, private bank, BD, RIA and family office organizations.  Our proven, time-tested advisory approach greatly increases the odds of success for managers and significantly shortens the time needed for them to achieve success. 

Results

COMPETITITVE DIFFERENCE

Results

We have consistently achieved leading results for our investment managers in regard to achievement of their desired level of asset growth; improvement in their competitive market position, brand recognition and reputation in the industry; and in the level of client service satisfaction of their investors.

Please see a partial list below of

We have consistently achieved leading results for our investment managers in regard to achievement of their desired level of asset growth; improvement in their competitive market position, brand recognition and reputation in the industry; and in the level of client service satisfaction of their investors.

Please see a partial list below of a number of the leading consultant, institutional and intermediary organizations with whom we have worked and won significant mandates from on a global basis. 

Results-Partial List of Clients From Whom We've Won Mandates

RECENT MANDATES WON - PARTIAL LIST OF NEW INSTUTIONAL & INTERMEDIARY MANDATES WON - CONSULTANT, OCIO, E&F, PENSION, INSURANCE, DCIO, SUB-ADVISORY, BROKER-DEALER, RIA, PRIVATE BANK, FAMILY OFFICE - WON INDIVIDUALLY OR FOR/WITH MEMBERS OF TEAMS

  • $5.6 billion Broad Fixed Income mandate – Sub-Advised – Nationwide Insurance - Direct  
  • $5.2 billion in DCIO mandates - Fidelity, Principal, TIAA, Empower, Alight, Voya, etc. 
  • $2.25 billion Core Fixed Income mandate – MCCA Catastrophic Claims Insurance – (Cardinal Investment Advisors)
    • Beat PIMCO, MacKay Shields, Western Asset, Blackrock, etc. to win full mandate        
  • $1.35 billion in varied BD mandates – Morgan Stanley, Merrill, UBS, JPM, Wells, Ameriprise, Goldman Sachs; and One Dozen Independent BDs
  • $1.1 billion Core-Plus Fixed Income mandate – Financial Intermediary, Sub-Advised (Wilshire)
  • $620 million Growth Equity mandate – Prudential Retirement, Sub-Advised – Cold Call/Direct
  • $465 million Investment Grade Credit mandate – Med-America Insurance/Excellus – Cold Call/Direct 
  • $405 million Growth Equity mandate – HSBC DC & DB Plans, US, Europe, Asia – Sub-Advised - Cold Call/Direct
  • $365 million Growth Equity mandate – US Subsidiary of Bank of Tokyo-Mitsubishi - Sub-Advised 
  • $340 million High Yield Fixed Income Split Rated Debt  mandate – OCIO - Hirtle Callaghan for large underlying endowment client
  • $220 million Investment Grade Credit mandate – Perella Weinberg OCIO for Client’s DC Plan  
  • $205 million Investment Grade Corporate Fixed Income mandate – Reliance Insurance Company - Cold Call/Direct
  • $200 million Quantitative Small Cap Value Equity mandate – Florida State Board (Wilshire). We beat AQR, LSV, Acadian to win mandate  
  • $200 million High Yield Fixed Income mandate – Top-Ten OCIO Provider - Cold Call 
  • $170 million Intermediate Duration Fixed Income mandate – New York State Deferred Compensation Plan – DCIO (Mercer)
  • $160 million Quantitative Equity mandate – Large DC Plan – DCIO (Segal Marco Consulting)
  • $156 million Broad Fixed Income mandate – Phoenix Life Insurance Company – Cold Call 
  • $155 million Hedged Credit mandate – Large OCIO organization - for several underlying DC and DB Plan clients      
  • $150 million Hedged Credit mandate – Envestnet Alternative Investment Management – Sub-Advised – Cold Call
  • $150 million Systematic Multi-Asset mandate – New York State Deferred Compensation Plan – DCIO (EAI/Mercer) 
  • $140 million Core Aggregate Fixed Income mandate – Florida-based Endowment (JP Morgan Advisory) 
  • $140 million SCC Equity mandate - Canadian Imperial Bank of Commerce – Sub-Advisory – Cold Call/Direct. We beat Wellington to win mandate
  • $120 million Systematic Hedge mandate – $12 Billion Multi-Family Office – Cold Call/Direct
  • $105 million Quantitative Equity mandate – Financial Intermediary, Sub-Advised (Wilshire) 
  • $100 million Short Duration Government FI mandate – BB&T Bank Corp DC Plan - DCIO (Aon Investment Consulting)
  • $95 million Short Duration Broad FI mandate – Apache Corporation DC Plan & DB Plan - Cold Call/Direct 
  • $90 million Quantitative Equity mandate – Managers Investment Group – Sub-Advised (Wilshire) 
  • $70 million High Yield Fixed Income mandate – Rochdale Investment Management Family Office - Direct 
  • $55 million Growth Private Equity mandate – US subsidiary of AEGON      Insurance of The Netherlands 
  • $50 million Systematic Duration Hedge Fund Overlay with yield curve trades – Large Foundation- Cold Call 
  • $50 million Systematic Hedge Fund mandate – Top-Ten Largest Canadian Pension Plan – Cold Call/Direct
  • $50 million Quantitative Duration Overlay – International Bank of Barbados – Cold Cal/Direct 
  • $45 million Systematic Hedge mandate – Midwest-based Foundation (Cambridge Associates)
  • $42 million Core-plus FI mandate – Trinity Health Care Corporation – DCIO (Pavilion Advisory/Mercer) 
  • $40 million Core-plus Fixed Income mandate – Financial Intermediary - Sub-Advised (Wilshire)
  • $40 million Systematic Hedge Fund mandate – Prominent Midwest Endowment (Cambridge)
  • $30 million Short Duration Fixed Income mandate – Altair Management Family Office – Cold Call/Direct
  • $26 million Quantitative Equity mandate - Managers Investment Group, Sub-Advised – Cold Call/Direct
  • $25 million Intermediate Broad Fixed Income – Standard Insurance Company – Cold Call/Direct 
  • $25 million Systematic Hedge Fund mandate – Prominent Foundation – Cold Call/Direct 
  • $25 million Systematic Hedge Fund mandate – Prominent Endowment (Cambridge Associates)
  • $22 million Quantitative SCC Equity mandate – Avaya Corp DC Plan – DCIO (JP Morgan Advisory)
  • $20 million European SC Activist mandate – Top Investment Bank Alternative Inv’t Group – Cold Call      
  • $20 million Systematic Hedge mandate – Prominent Foundation (Cambridge Associates) 
  • $20 million Duration Overlay mandate – The MacArthur Foundation – Cold Call/Direct
  • $20 million Systematic Hedge mandate – Archdiocese of Chicago (Cambridge) 


WE HAVE ACHIEVED BUY RATINGS FROM THE FOLLOWING CONSULTING, OCIO AND FINANCIAL INTERMEDIARY FIRMS – PARTIAL LIST:

  • Cambridge Associates – Systematic Global Macro/Trend; MDT Quantitative Equity; DIA SCV
  • Albourne – Systematic Duration Overlay with yield curve trades; Systematic Hedge Fund; European Activist Manager
  • Cliffwater – Hedged Credit using CDX, CDS; Duration Management Overlay; Growth-stage Venture
  • Aksia – Systematic Hedge Fund; Beta Neutral Long/Short Equity; Early-stage Venture 
  • Grosvenor/Credit Suisse – Sector-based Venture; Systematic Global Macro/Trend Hedge; Global Equity Hedge
  • Hamilton Lane – Sector-based Venture; Private Debt; European Middle-market Buyout 
  • HarbourVest – Sector-based Venture; European Middle-market Buyout; Private Debt
  • StepStone – European Activist Hedge Fund; Sector-based Venture; Growth-stage Venture; 
  • Hirtle Callaghan OCIO – Short-Intermediate Duration FI; IG Corporate FI; High Yield FI
  • Perella Weinberg OCIO – Investment Grade Corporate Fixed Income (Split-rated Debt)
  • AON-Hewitt – Core-Plus FI; Stable Value; Ultra-Short-Term Obligation; MDT SCV, SCC & SCG; DIA SCV 
  • Ennis Knupp (now Aon) – Core-Plus FI; Liquidity Broad; Liquidity Government; Stable Value
  • Callan Associates – SCV Equity; LC Growth Equity; MDT Quant Equity; Core, Core-Plus FI; Multi-Asset; LCG 
  • WillisTowersWatson  – MDT Quantitative Equity; DIA MCG; DIA SCV 
  • Wilshire Associates – MDT Quantitative Equity; Core-Plus FI; CCM SCV
  • Wilshire Funds Management – MDT Quantitative Equity; Core-Plus FI; CCM SCV
  • Mercer – MDT Quantitative Equity; CCM SCV; DIA SCV; Systematic Hedge 
  • Summit Strategies (now Mercer) – MDT Quant Equity; Systematic Hedge; Govt/Credit; Core-Plus FI
  • Evaluation Associates Inc. (now Mercer) – Core FI; Core-plus FI; Intermediate Govt; Corp FI; MDT Equity
  • Pavilion/BrockhouseCooper/PSA (now Mercer) - International Small Cap; Core-Plus FI; Stable Value
  • Hammond Associates (now Mercer) – Systematic Global Macro/Trend; Core & Core-Plus FI; Ultra-short Duration; Intermediate FI 
  • Meketa/PCA – Core and Core-Plus FI; Intermediate Broad FI; CCM SCV Equity 
  • RVK – Core-plus FI; Short & Intermediate Duration FI strategies; MDT Quantitative 
  • Verus Investment Consulting – Ultra-short Obligation Corporate Fixed Income 
  • Cardinal Investment Advisors – Core & Core-plus FI; IG Corp; Long Duration FI; LDI; Trade Finance Credit
  • NEPC - MDT Quantitative Equity; Core-Plus FI; Systematic Hedge 
  • Russell Investment Consulting – MDT Quantitative Equity; Systematic Trend Hedge; CCM SCV Equity
  • Segal Advisors (now Segal Marco) – Clover ACV; MDT Quantitative Equity; DIA SCV Equity 
  • Marco Consulting (now Segal Marco) – MDT Quantitative Equity; DIA SCV Equity; Core FI; Core-Plus FI
  • RogersCasey (now Segal Marco) – MDT Quantitative Equity; Short Duration Govt/Credit; CCM SCV Equity
  • Fund Evaluation Group – MDT Quantitative Equity; Core-Plus FI; DIA SCV
  • JP Morgan Pension Advisory Group – MDT Quantitative Equity; Core-Plus FI
  • Gallagher / Yanni Partners – MDT Quantitative Equity; WDR LCG; Core-plus FI; Short Duration FI
  • LCG Associates – Stable Value; Short Duration; Core/Core-plus FI; CCM SCV Equity; CCM LCV Equity
  • DC Advisors – Stable Value; Liquidity Management; Ultra-short Duration FI; Core-plus FI
  • ACG (Guggenheim) – Systematic Trend Hedge; Core & Core-Plus FI; Duration Overlay Management 
  • Marquette Associates & AndCo – CCM ACV, MCV & SCV Equity; Stable Value; Short Duration  Government
  • Pierce Park Group & Raulin Inc – DIA SCV & SCC Equity; MDT Equity-varied; CCM SCV; Core-Plus FI
  • Highland Consulting - CCM SCV Equity; Core & Core-Plus FI
  • Asset Strategy Consultants, IPS and Bilkey-Katz – MDT Quantitative Equity; Short Duration FI
  • Many of the Largest Financial Intermediaries Globally - Private Bank, Multi-Manager, Wealth, B/D, RIA, Insurance, etc. firms – including SEI, Russell, Northern Trust Asset Management, Goldman Sachs, Morgan Stanley, Merrill, UBS, Wells, Fidelity, AMP, Schwab, Raymond James, Prudential SIRG, Nationwide, Aegon, Transamerica, JP Morgan, Bank of New York, Truist, SunTrust, US Bank, RBC, CIBC, BMO, Scotiabank, Power Corp-Canada, Investors Group-Canada, BNP, HSBC, Pictet, Julius Baer, Edmond de Rothschild, etc. 
  • Each of the 20  Largest Defined Contribution Providers/Recordkeepers – Fidelity Institutional Retirement, Voya, Empower, Prudential Retirement, Ascensus, Principal Financial, Alight-Blackstone, Nationwide Retirement, JP Morgan, Bank of America-Merrill, ADP-Automatic Data Processing Retirement, John Hancock, Schwab Retirement, etc. 

WE'VE WON MANDATES ACROSS An EXPANSIVE RANGE OF STRATEGIES

MANDATES WON ACROSS THE FOLLOWING INVESTMENT STRATEGIES – DIRECT AND VIA FUND-OF-FUNDS VEHICLES:


  • ALTERNATIVE STRATEGIES – have raised large pools of capital for a range of alternative strategies – private and public: 
    • Credit-Focused: Private Credit; Private Lending; Mezzanine; Private Real Estate Lending; Global Distressed; CDS/CDX Hedged High Yield; Hedged IG Credit; Hedged ABS/Structured Product; Relative Value; Trade Finance Credit; Duration Management Overlay with Yield Curve Management.
    • Private Equity: varied – Growth-Stage Venture; Later-Stage Venture; Seed and Early-Stage Venture. Early-Stage Life Sciences. Varied Buy-Out strategies. 
    • Real Estate/Infrastructure: Private and Public - Opportunistic; Value-Added; Core-Plus; Debt – US, Europe, Asia; US Farmland; Commodity-focused. 
    • Equity-Focused: Varied Long/Short Hedge; Market Neutral; Statistical Arbitrage; Opportunistic; Activist (European Small Cap Activist); Commodity-focused; etc.
    • Tactical Trading Strategies: Global Macro; Managed Futures/Trend; CTA; Currency; Volatility. 


  • MULTI ASSET CLASS STRATEGIES - a range of different Multi-Asset, Global Macro and GTAA strategies.

  

  • EQUITY STRATEGIES – diverse range of US/Domestic, Global, International, Emerging Markets – across almost all capitalization ranges.
  •      Quantitative-Systematic Equity Strategies: Global, Int’l, EME, US – Growth, Value, Core – LC, MC, SC, AC.
  •      Fundamental Equity Strategies: Global, International, EME, US – Growth, Value, Core – LC, MC, SC.

  

  • EQUITY OPTIONS OVERLAY STRATEGIES - varied strategies.


  • FIXED INCOME STRATEGIES - diverse range of multi-sector strategies; sector-specific strategies; and opportunistic strategies.
  •      Multi-Sector Fixed Income Strategies: · Core; Core-Plus; Core-Plus-Plus; Broad Intermediate Government-Corporate; etc. 
  •      Sector-Specific FI Strategies:
    • High Yield Corporate; Higher-Quality High Yield; and Hedged High Yield. 
    • Bank Loans; Leveraged Loans.
    • Investment Grade Corporate FI; Cross-over Debt/Split Rated Debt strategies (5B debt strategies). 
    • Emerging Markets Debt; Global Sovereign Debt. 
    • LDI – with focus on Long Duration IG Corporate Debt.
    • Systematic Duration (Overlay) Management with Active Yield Curve Management. 
    • Structured Product - varied.
    • Trade Finance Credit.

Contact Us

ASSET GROWTH PARTNERS LLC

Asset Growth Partners was Founded Expressly to Advise Investment Managers on All Aspects Required to Successfully Attract and Win High-Quality New Assets in the Institutional & Intermediary Markets in the US and Abroad

assetgrowthpartnersllc.com

200 South Wacker Drive, Suite 3200, Chicago, Illinois 60606

+1-847-999-8066

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