Capital allocation
Discreet, numbers-first investment decisions with a bias toward permanent capital and downside protection.
Limited Access · Private Equity
A limited-access private equity firm focused on long-term ownership, disciplined capital allocation, and operational excellence across a family of affiliated businesses.
Patient capital. Hands-on operators. Real businesses serving real communities.
Discreet, numbers-first investment decisions with a bias toward permanent capital and downside protection.
Affiliated businesses spanning marina, winery, technology services, power sports & marine retail, and event venues.
We prioritize reputation, guest experience, and durable cash flow over short-term optics.
Senior leadership for each operating company is listed on our Staff page.
Investment strategy and portfolio oversight.
Marina operations and waterfront guest experience.
Winery hospitality, club, and events.
Managed IT, VoIP, security, web, and automation.
Dealership sales, service, and marine retail.
Event center and wedding venue.