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Architecting Legacy

We are relentless about building an outlier asset management and advisory institution that brings together an exceptional community of families.

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ASSET ALLOCATION

Every family is unique. As such, our multi-family office takes a custom liquidity driven approach to each member's capital structure. Leveraging our proprietary sourcing, our in-house underwriting team creates endowment style diversified alternative asset portfolios. We aim to diversify assets across sector, stage, geography and strategy. To do this, we evaluate approximately 1,000 funds and direct opportunities each year, selectively investing in the most attractive 2%.

ASSET ALLOCATION

Every family is unique. As such we take a custom liquidity-driven approach to each family’s capital structure. Leveraging our proprietary sourcing, our in-house underwriting team creates endowment-style diversified alternative asset portfolios. We aim to diversify assets across sector, stage, geography and strategy. To do this we evaluate approximately one thousand funds and direct opportunities each year, selectively investing in the most attractive 2%.

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PORTFOLIO

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64
company
investments
Safi
29
Plenty
29
Pepper
29
OnsiteIQ
29
KnotAPI
29
Boxhub
29
Autolab
29
Monument
29
StellarFi
29
Slate
29
Fertilidad Integral
29
Noble
29
Boom & Bucket
29
Ask-AI
29
Nodal
29
Black Crow AI
29
ShopThing
29
Justpoint
29
Roofr
29
Banyan
29
Acquire
29
Lawmatics
29
Ophelia
29
Emerge
29
Landed
29
Chiper
29
Relief
29
Jetty
29
Hungry
29
Brave Care
29
Warby Parker
29
Veo
29
Urbanstems
29
Upstream
29
TOOLBOX
29
The Studio
29
Spice
29
Properly
29
Numerade
29
Modern Meadow
29
LeafLink
29
Launcher
29
Aterian
29
Grin
29
Zitsticka
29
Tovala
29
TemperPack
29
Smalls
29
Slumberkins
29
Rho
29
Provi
29
Ollie
29
Mickey
29
Little Spoon
29
Jellysmack
29
Holler
29
EasyKnock
29
Bennie
29
Broadlume
29
Burrow
29
Coinbase
29
Course Hero
29
CourseHorse
29
30
FUND
Investments
28
OPERATING
COMPANIES
3.5K
CLIENTS
SERVED

Selected Companies

Selected Funds

Full list of investments available upon request.

COMMUNITY

Ascend Interplay facilitates private collaboration amongst some of the world’s highest impact families.

V

Bennie Acquires Sayge to Offer 1:1 Coaching at Scale

PODCAST
NEWS

PORTFOLIO

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SERVICES

Managing a family requires far more than allocating capital. We help our families actualize their goals by enabling them to thrive in an integrated framework that considers generational planning, preservation, growth, and impact.

TEAM

Mark Peter Davis

Chairman

Chris Zhang

CIO & Partner

Kevin W. Tung

Partner

Michael Zhu

Partner, Asia

Andrew Leahy

Director

Miho Common

Associate

Rebecca Shpigel

Member Services

Albert Bayombon

Operations Specialist

Jannen Pardo

Operations Specialist

Eric Broad

Legal

Will Richardson

Operations

Stacy Greco

Operations

Marc Lawrence Maghuyop

Operations