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Institutional Capital

Bespoke Alternative Investment Opportunities for Investors Looking for Something Different 

Bespoke Alternative Investment Opportunities for Investors Looking for Something Different 

With over 25 years of success serving successful Business Owners, High Income Earners, Family Offices, and Strategic Partnerships, our platform offers access to rare and unique investment opportunities that appeal to the more mature palate of larger accredited investors and qualified purchasers ($5MM+ in investable assets) looking for greater diversification through our "Workhorse" and "Racehorse" strategies depending on their goals & objectives.

Unique Investment Strategies for the High-Net Worth

Unique Investment Strategies for the High-Net Worth

  • Private Equity
  • Private Debt
  • Venture Capital
  • Private Real Estate
  • Hedge Funds
  • Tax Strategies

About Institutional Capital

What is Institutional Capital?

What is Institutional Capital?

Diversification from rare investment opportunities. Both Harvard and Yale endowments are renowned for their successful investment strategies in multi-asset class diversification. Their allocations to non-publicly traded assets, or as we call it, "Institutional Capital", have been well documented and studied over the past two decades. These alternative asset classes and differentiators include some of the following:

  • Private Equity
  • Private Debt
  • Venture Capital
  • Private Real Estate
  • Hedge Funds
  • Tax Strategies
Why Institutional Capital?

Why Institutional Capital?

Investing in alternative investments offers diversification, the potential for higher returns, access to distinctive opportunities, inflation protection, and improved portfolio risk management. They provide a way to diversify beyond stocks and bonds, generate higher returns, and access unique markets or strategies. Additionally, certain alternatives can act as a hedge against inflation and help manage portfolio risk. However, alternative investments can come with higher risks and less liquidity, requiring careful consideration as a part of your overall portfolio.

The ASE Institutional Capital Process

The ASE Institutional Capital Process

ASE is focused on identifying dislocations in risk and reward. We achieve this through our multilayered and thorough due diligence process. Before making it to our Institutional Capital platform, these investment opportunities are heavily vetted by multiple third parties, subject matter experts, and our investment committee. Our objective is to identify companies and sponsors with market-leading products, processes, and technology, exhibiting a demonstrated ability to execute and deliver for our clients. While the risks associated with private investments are often higher, our intimate knowledge of their leadership and ability to deliver, we feel the potential returns often compensate for and reduce that risk – the key is balancing the risk-reward relationship and understanding your goals & objectives.

Aaron Berg

Aaron Berg, BFA, CEPA®

Partner, Director of Investments

Amberlyn White

Amberlyn White

Public Relations and Marketing Coordinator

Connor Donohue

Connor Donohue, MBA

Senior Financial Planning Analyst

David Hoffman

David Hoffman

Financial Analyst

Jordan Mouw

Jordan Mouw MBA

Financial Analyst

Joseph O'Shields

Joe O'Shields

Director of Operations

Kathy Malone

Kathy Malone

Client Services & Administrative Support

Kerin Cagle

Kerin Cagle

Director of Marketing & Business Development

Nicholas Sakellis

Nicholas Sakellis, CEPA®

Director of Corporate Development, M&A

Sean Nisil

Sean Nisil, CFP®

Senior Financial Advisor

Steve Fogerty

Steve Fogerty

Managing Director

Tiffany Gilbert

Tiffany Gilbert

Business Development Coordinator

Webb Sabin

Webb Sabin MBA, AIF, NQPA

Senior Advisor and Strategist