Our Team

Experienced hands at the helm

A close-knit team, aligned by a singular, shared commitment to patient capital and principled stewardship.

Andrew E. Oster, MBA, CFP®, AIF®, CPFA®

Managing Partner, Chief Investment Officer

Leads investment strategy and firm direction. Brings decades of experience across private markets and operating leadership.

Chelsea R. Perez

Vice President of Compliance

Oversees compliance and regulatory matters, and supports investment due diligence and portfolio management operations.

Rachel L. Harrison, CPFA®

Vice President - Finance & Operations

Manages the firm's financial operations and supports portfolio management activities.

Interested in working with us?

We're always glad to meet founders, investors, and prospective partners.

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