A private credit platform providing income-oriented exposure to directly originated corporate lending through a non-traded BDC structure.
Credit / Structured Capital
Mature / Cash-Flowing
2023
Credit / Structured Capital
Mature / Cash-Flowing
2023
Goldman Sachs Asset & Wealth Management operates a scaled private credit platform focused on directly originated, senior secured corporate lending. Graham Group’s investment is through Goldman Sachs Private Credit Corp, a non-traded business development company designed to generate current income and, to a lesser extent, long-term capital appreciation.
Long/short hedge fund focused on capitalizing on global macroeconomic themes across all-cap equities.
Public / Liquid Strategy
Mature / Cash-Flowing
2025
Public / Liquid Strategy
Mature / Cash-Flowing
2025
Crescat Capital is a multi-disciplinary asset management firm, with strategies established in 1999 by Kevin Smith, CFA. The Company currently offers three hedge funds and two separately managed account strategies, with the goal of delivering significant alpha relative to their benchmarks. Through their proprietary value-driven equity and macro models and activist strategies, Crescat aims for industry-leading returns with low correlation to common benchmarks, ensuring resilience across complete business cycles. Their unique approach distinguishes them from traditional quants and value managers, positioning them for success in today’s dynamic markets. At Crescat, the mission is to cultivate and safeguard wealth over the long term. Their range of investment vehicles are crafted to meet diverse client needs across various asset classes. Graham Group is invested in Crescat's L/S fund.
A hyper-focused Class B industrial real estate investment firm acquiring mispriced and underutilized assets across key markets in Texas.
Real Estate
Established
2022
Real Estate
Established
2022
Harbor Capital is a hyper-focused Class B industrial real estate investment firm. They invest their own capital alongside LPs and manage over $100M of industrial assets across our key markets in Texas. The team is exclusively focused on acquiring and managing only Class B industrial assets in Texas’s four largest cities. They know their product type and market well, giving them a leg up on competitors and allowing them to move quickly when the right opportunity presents itself. Harbor's deals are tax-advantaged, prudently financed and structured for cashflow and long term hold.
A private equity growth and expansion fund launched to acquire ownership in major professional sports teams.
Private Equity Fund
Established
2022
Private Equity Fund
Established
2022
CAZ is a Houston-based registered investment advisor with a focus on sourcing complex, thematic opportunities for its own proprietary investment and for its ecosystem of shareholder-owners and unaffiliated investment partners. CAZ has a 20-year track record of curating attractive opportunities spanning short sub-prime, disruptive technology, midstream energy, medical royalties, private credit, and GP minority investments. The RIA recently launched CAZ Professional Sports Ownership Fund to invest in sports ownership franchises through Arctos Sports Partners. The Fund will target sports franchises primarily in North America including the Big 5 (MLB, NFL, NBA, NHL, MLS), and UEFA in Europe.
SYN Ventures invests in disruptive, transformational solutions that reduce technology risk.
Venture Capital Fund
Early Growth
2022
Venture Capital Fund
Early Growth
2022
SYN Ventures invests in disruptive, transformational solutions that reduce technology risk. SYN was founded by Jay Leek, Managing Partner and Co-founder of ClearSky Security and former Blackstone Chief Information Security Officer (CISO); and Patrick Heim, Partner and CISO for ClearSky Security and former Head of Security at Dropbox and Chief Trust Officer for Salesforce.com. The firm’s dedicated security team has a proven track record withover 100 years of security investing and operational experience. SYN also hasa highly distinguished network of seasoned security advisors and CISOs. In the Summer of 2022, SYN Ventures announced the closing of its $300M Fund II. The closing came less than 12 months since the launch of its debut fund and continued the firm’s focus on early-stage cybersecurity, industrial security, national defense, privacy, regulatory compliance, and data governance start-ups.
Private, boutique bank with a commercial focus that couples highly-experienced and talented bankers with innovative technology.
Operating Company
Mature / Cash-Flowing
2022
Operating Company
Mature / Cash-Flowing
2022
Encore Bank opened for business in 1997 as Capital Bank. The goal then was to serve the Central Arkansas community and provide friendly, responsive, and quality customer service, allowing our customers to feel at home. In 2019, the bank was rebranded to reflect the modern dynamics of a banking partnership focused on relationships, culture, and customer service. Today, their headquarters are still based in Central Arkansas, but they have expanded to invest in the communities of our partners. Their branches throughout the Southeast employ local people with local interests and a deep understanding of what makes each community great.
Perch utilizes cameras mounted to weight racks to measure, store, and analyze weightlifting performance.
Venture Investment
Growth
2022
Venture Investment
Growth
2022
By monitoring movements during exercise and leveraging machine learning and computer vision, Perch enhances athletes' motivation, safety, and effectiveness of strength training. Perch’s data collection and proprietary algorithms, not only enable athletes to reduce injuries and enhance effectiveness, but also enable teams to use real-time data of their athletes to improve team performance. The ultimate goal is to create the gym of the future. To date, Perch has installed hundreds of devices across the country, with some of the more prominent customers including the New York Giants, Tennessee Titans, Miami Dolphins, Orlando Magic, Philadelphia Phillies, Dallas Stars, San Jose Earthquakes, LSU Football and Kentucky Men’s Basketball, among many others. The Company recently raised a $4 million financing round. This brings the total amount raised by the company to $6 million since its founding in 2017. Perch was acquired by Catapult Group International Ltd (ASX: CAT) in June 2025.
Turntide Technologies develops electric motor systems designed to drive down energy consumption.
Venture Investment
Growth
2022
Venture Investment
Growth
2022
Turntide Technologies (Turntide) invents and scales breakthrough technologies to accelerate electrification and sustainable operations for energy-intensive industries. Turntide’s full-stack, integrated, open systems support commercial and industrial electric vehicles, building operations, and agriculture to optimize how the world uses energy. Turntide enables companies to lead their industries by attacking energy waste at every level and operating smarter for accelerated growth. In the Summer of 2022, Turntide exceeded a $1 Billion valuation with an $80 Million fundraise. The new financing accelerates Turntide's efforts to attack climate change by reducing carbon emissions in some of the most challenging and critical industries including commercial buildings, agriculture, and transportation.
HealthEdge is a Florida-based private equity fund focused on lower middle market healthcare companies.
Private Equity Fund
Established
2022
Private Equity Fund
Established
2022
HealthEdge Investment Partners, LLC is an operating-oriented private equity firm founded in 2005 that focuses exclusively on the healthcare industry. HealthEdge seeks to achieve superior returns by investing in businesses that benefit from the knowledge, experience, and network of relationships of its partners. HealthEdge’s partners have more than 100 years of combined operating experience in healthcare as CEOs and investors. HealthEdge recently raised Fund IV, which had a $175 million target, and is now actively deploying capital. The Firm announced in September of 2022 that it has exited its entire interest in CSS Health, a Fund II portfolio company, to Clarest Health, a leading provider of professional solutions for personalized medication management.
A fully-integrated B2B payments and checkout infrastructure solution, empowering customers to pay the way they wish.
Venture Investment
Early Growth
2022
Venture Investment
Early Growth
2022
Alternative Payments empowers offline businesses to participate in online transactions – enabling merchants to accept credit cards, ACH, and B2B BNPL, while accessing powerful reporting and analytics. We help merchants manage their customer base (and AR), get paid faster, grow sales and provide customer financing, all-in-one. Alternative is the leading, white-label payment solution that allows businesses to consolidate payments into one platform while providing their customers with flexible financing options. No longer do you need to rely on multiple payment providers, or collect payments manually, costing your operations and finance team hours a day.
A global private equity platform providing direct access to buyout and growth investments alongside Carlyle’s institutional funds.
Private Equity Fund
Established
2022
Private Equity Fund
Established
2022
The Carlyle Group is a global alternative investment firm with a long-standing focus on private equity, real assets, and private credit. Graham Group’s investment is through Carlyle’s Direct Access program, which provides direct participation in privately negotiated buyout and growth equity investments originated by Carlyle and executed alongside its institutional funds. This structure offers exposure to Carlyle’s core investment strategies while benefiting from the firm’s global sourcing, sector expertise, and operating resources, with an emphasis on disciplined capital deployment and long-term value creation.
Audubon reimagines the possibilities for multifamily real estate properties.
Real Estate
Established
2016
Real Estate
Established
2016
Audubon is an Atlanta-based firm specializing in the acquisition, development and management of multifamily properties throughout the Southeastern United States. With a senior staff that has collectively acquired, developed, managed and renovated more than 250,000 apartment units, Audubon has a wide range of experience and expertise repositioning and developing multifamily assets. Audubon combines rigorous market analysis and data-driven insights to provide our investors with flexible real estate investment opportunities and maximum returns. Together with their cross-functional teams they identify, acquire, develop and optimize real estate assets to meet the needs of the communities they serve and revitalize investments for clients.
Multifamily and mixed use private equity and mezzanine investments in NY, PA, NJ, FL and DC markets.
Real Estate
Established
2022
Real Estate
Established
2022
Stolar Capital is a real estate private equity firm focused on single- and multi-family homes. The Company seeks to purchase assets at discounts to replacement costs, and improve the properties through hands-on management in conjunction with a network of brokers, builders, contractors, and other counterparties. Stolar's goal is to generate significant risk-adjusted returns for our investors through the rental and/or resale of properties under management. Their clustered investment approach creates greater efficiency in property and project management, ultimately ensuring a better tenant experience and better control of our costs.
Backing the builders of durable, profitable businesses for the long term.
