Separately Managed Account

We offer investors a concentrated, non-diversified, long-only equity strategy through a separately managed account that employs the same investing approach as our private funds. However, you will have direct ownership of the underlying securities in your portfolio which will provide additional control and transparency with regards to customization and tax-loss harvesting. We use Interactive Brokers as our custodian and investment minimums may apply.

If you’d like to open an account, please follow the directions here.

For inquiries, contact us at or (617) 401-7515.