Team

Small by design.

One investment committee across four strategies. Everyone underwrites; no one hands off.

Firm

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Managing Partner

Sets firm allocation and chairs the investment committee. Previously a portfolio manager covering global equities.

Real Estate

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Partner · Real Estate

Leads the housing portfolio across student, multi-family, and single-family assets in supply-constrained markets.

Equities

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Partner · Public Equities

Runs the concentrated S&P 100® book with a focus on durable franchises and capital-allocation quality.

Digital

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Partner · Digital Assets

Oversees the bitcoin-weighted digital sleeve, custody architecture, and on-chain risk monitoring.

Venture

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Partner · Venture

Sources and leads early-stage investments in healthcare, aerospace, and applied AI.

Platform

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Head of Engineering

Builds and runs the CrystalOak Terminal — the ledger, risk engine, and reporting stack behind the firm.