Portfolio

A Portfolio Built for Permanence

We invest across sectors and stages, always with a long-term thesis. Below is a representative selection of our current and recent holdings.

TechnologyGrowth

Stratum Technologies

Invested

Enterprise AI infrastructure and data intelligence platforms serving Fortune 500 clients across financial services, healthcare, and logistics.

  • Series C lead investor
  • $120M total raised
  • Present in 14 countries
EnergyEstablished

Meridian Energy Partners

Invested

Integrated renewable energy development and infrastructure across North America, with a focus on utility-scale solar and battery storage.

  • 2.4 GW capacity
  • 8 US states
  • Exited 2024
Real EstateEstablished

Vantage Real Estate Group

Invested

Premium commercial and mixed-use development in high-growth metropolitan markets including New York, Miami, and Austin.

  • $2.1B portfolio value
  • 18 active projects
  • Active
HealthcareGrowth

Axiom Health Systems

Invested

Technology-enabled healthcare delivery networks serving underserved communities through a hybrid clinic and telehealth model.

  • Series B investor
  • 340+ clinics
  • Active
ConsumerEstablished

Crestline Consumer Brands

Invested

Portfolio of premium consumer brands with strong direct-to-consumer channels across wellness, home, and personal care categories.

  • 5 portfolio brands
  • $380M combined revenue
  • Active
InfrastructureEstablished

Nordvik Infrastructure

Invested

Long-duration infrastructure assets including logistics hubs, utility networks, and regional transport corridors across Northern Europe.

  • €1.4B asset base
  • 30-year concessions
  • Active
Financial ServicesEstablished

Apex Financial Group

Invested

Specialty finance and asset management serving institutional clients with bespoke credit, structured products, and alternative investment solutions.

  • $6.2B AUM
  • Institutional-only
  • Exited 2022
HealthcareEarly

Helix Biomedical

Invested

Next-generation diagnostics and precision medicine tools enabling earlier detection of oncological and metabolic conditions.

  • Seed lead investor
  • Pre-revenue
  • Active
EnergyGrowth

Solaris Grid Technologies

Invested

Grid modernization software and hardware enabling utilities to integrate distributed energy resources at scale.

  • Series B co-investor
  • 22 utility clients
  • Active
TechnologyEarly

Prism Commerce

Invested

AI-native commerce infrastructure enabling brands to build personalized, high-conversion shopping experiences across channels.

  • Series A lead
  • $28M raised
  • Active
InfrastructureEstablished

Harbor Logistics

Invested

Integrated port and inland logistics operations across Southeast Asia, serving major shipping lines and regional importers.

  • 3 port concessions
  • $900M asset value
  • Exited 2023
Real EstateGrowth

Terra Living

Invested

Sustainable residential development focused on net-zero communities in high-demand suburban and secondary markets.

  • 4,200 units pipeline
  • LEED Platinum standard
  • Active

Portfolio information is provided for illustrative purposes only. Certain holdings may be omitted for confidentiality. Past performance is not indicative of future results. All figures are approximate.