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Alternative Investment Partner Companies

WhartonHill Investment Advisors will selectively choose Alternative Investments for inclusion in Client Portfolios only when it matches client needs and objectives. We are keenly aware that the lack of liquidity in the typical Alternative Investment makes them inappropriate for many investors. We also have a philosophical bias against “Hedge Funds” and only look to areas and sponsors with established long term records and identifiable strategies.
 
Flagship Capital Partners*
Private real estate investment firm specializing in the acquisition of income-producing real estate with the primary emphasis on medical office and general office assets located in the Southern United States
 
CapitalSouth Partners*
Private equity firm that provides later-stage mezzanine and equity financing to middle-market companies
  
Broyhill Timber Resources*
Real estate holding company focused on acquisition, development and sale of timber properties
 
NeubergerBerman Alternative Investments
Specialists in distressed debt investments
 
Enertech Capital
Focused investors in energy-related companies.
 
* Alternative capabilities provided by our partner Broyhill Asset Management and are appropriate for qualified investors only.