Alternative Investment Advisory

TFG Capital Partners and its senior consultants (TFG) act as an outsourced chief investment officer for alternative investments. TFG has been a resource to high-net-worth individuals, family offices, institutional Limited Partners, private companies, and OCIO and private equity channel partners. 

Leveraging their collective 90+ years of alternative investments experience, the TFG team offers diverse levels of engagement in alternative investments, primarily in private equity:

  • Investment policy, strategic planning, and asset allocation

  • Portfolio design and construction

  • Underwriting, investment, and operational due diligence, analysis, and investment recommendations for:

Advanced analytics – “identifying direct alpha" – to aid in identifying and investing in the highest-quality opportunities

  • Portfolio monitoring and performance evaluation

  • Consultants, strategic partner, and investment manager searches and negotiations

  • Limited Partner advisory committees / Direct private company board member

TFG has a partnership with Campton Private Equity Advisors, a registered investment advisor, to provide these services. Campton Private Equity Advisors advises family offices and high net worth individuals on their venture capital, growth equity, buyout, and private credit strategies.

*DST & 1031 DST Exchanges are sold through Lightpath Capital and all other services through Campton Private Equities. Please visit our DST's and 1031 DST Exchanges information page to learn more.

*Lightpath Capital LLC, Campton Private Equity, and TFG are separate and unaffiliated entities.