Backed by a team of industry experts who understand how to accelerate the growth of established lower-middle market businesses, we bring intellectual curiosity, extensive experience, a strong work ethic and a history of success to every investment partnership.

RealthX approach to Asset management focuses first and foremost on the clients, and integrates the rich experience and full resources of the firm to maximize investment results.

In the middle market segment, additional focus is on growth equity in family- and entrepreneur owned businesses, corporate orphans and public-to-private transactions.