Leadership Team

CURT ROCCA
MANAGING PARTNER

CASEY LAYTON
CHIEF FINANCIAL AND COMPLIANCE OFFICER

TOM BRATKOVICH
CHIEF INVESTMENT OFFICER

CHRIS STEPHENSON
CHIEF OPERATING OFFICER

Our team provides diverse investment expertise across a broad spectrum of private market asset classes specifically selected to deliver market-beating Tax Alpha. While focused domestically, the team provides expertise and pedigree investing across 3 continents for over two decades.

We are not currently accepting new clients, but plan to start accepting new clients in Spring 2026. If interested in starting a discussion, please let us know by providing a CONFIDENTIAL INQUIRY MEMO below.