Current ProjectsPast Projects

Current Projects

S2K is a financial services firm with a mandate focused across three broad areas including: retail distribution, credit asset management and advisory, and servicing

S2K Financial is a distributor of institutional-based investment programs designed to create value for investors. They embrace the important and evolving industry changes in the offerings they distribute through effective duration, size and diversification.


Triton Pacific Capital Partners ("Triton Pacific") is a California-based private equity firm offering distribution and growth-producing investments suitable for accredited retail investors

Triton Pacific seeks to thoughtfully bring products to market that provide a recession-resilient component and income stream to investors' portfolios. The QSR ("Quick Service Restaurants") sector has proven to be safe in the recent COVID-19 period and steadfast in the current inflationary environment as consumers look for budget-friendly food options.

Quick Service Restaurants

StratCap is a privately-held, global alternative investment management platform committed to providing access to dynamic asset classes and highly-experienced investment professionals in order to provide clients with attractive risk-adjusted returns.

The company is focused on a wide range of digital economy investments with an emphasis on digital infrastructure, sustainability, and technology-centric sectors.​

Asset Management

Waypoint Residential is a national real estate investment firm specializing in the rental housing sector.

Waypoint leverages their vertically integrated platform and highly experienced team of nearly 100 real estate professionals to execute comprehensive value-added strategies and develop high-quality properties in the Sunbelt region of the United States.

Real Estate

Urban Catalyst is a real estate equity fund focused on ground-up development projects in San Jose, California.

Urban Catalyst is also structured as an Opportunity Zone Fund to be able to provide investors with tax benefits associated with the Opportunity Zone legislation. Forbes and the Sorenson Impact Center recognized Urban Catalyst as one of the top 10 Opportunity Zone Funds in the inaugural Forbes OZ 20.

Real Estate

Steele Creek Corporate Credit Fund is a manager of Collateralized Loan Obligations (“CLOs”) and other broadly syndicated loan products.

Steele Creek’s highly experienced leadership team places a strong emphasis on credit fundamentals (underwriting and surveillance), diversified portfolio construction and active portfolio management.

Credit Fund

Four Springs TEN31 Xchange is a real estate firm that provides customized tax deferred exchange solutions for real estate investors.

It is focused on acquiring, owning, and actively managing a portfolio of single-tenant, income-producing industrial, medical, retail, and office properties throughout the United States that are subject to long-term net leases with investment grade and other creditworthy tenants.

Real Estate