Welcome!

South Avenue Investment Partners is an institutional marketing specialist representing a select list of boutique investment managers.  We have one mission - growing our client’s assets under management. Executing this mission with excellence is our single focus.

 

Our clients have significant expertise in institutional investment management. We represent firms that have high aspirations and excellent business skills. Returns are cyclical but good business judgment is not. Our clients primarily value our fund-raising tenacity and we seek long-term relationships with our clients earned through asset raising success.

 

OUR WORK IS:

+ Leveraged

Meeting with two research specialists is better than one, meeting with a handful of research specialists or speaking at conferences is imperative. Also, any insightful piece of research needs to be shared widely.

+ Thorough

Every personal and professional relationship is cultivated and serviced.

+ Meeting Intensive

Until a working commercial relationship exists, prospective clients and referral sources provide critical insights about their investment plans and decision-making process only in face-to-face meetings.

+ Efficient

A database of all prospective relationships is kept up-to-date with action items, meeting notes, deadlines and pipeline information.

+ Ambitious

We seek to work closely with only a handful of highly skilled and visionary portfolio managers.


We welcome you to invest with us,

 

T. Jon Williams, President

South Avenue Investment Partners LLC

CONNECT WITH US     |      (818) 522-9464     |     jwilliams@saipus.com



© South Avenue Investment Partners  |  All Rights Reserved


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