AFFILIATE PLATFORM

Stonehaven functions as a robust platform for a diverse community of independently branded Affiliate Partner groups.

Affiliate Partners join the Firm to leverage our comprehensive due diligence, structuring, market positioning, compliance, sales strategy, pipeline management, accounting, legal resources, and integrated technology systems. The Firm’s infrastructure provides Affiliate Partners with the economies of scale and best practices of an industry leading institution. This foundation and support allow Affiliate Partners to focus on their core competency: sourcing and structuring high quality investment ideas to introduce to their ever-evolving network of investor relationships.

Affiliate Focus

Affiliate Partners focus on investment opportunities they originate and often opt into representing additional mandates originated by Stonehaven’s internal team and other Affiliate Partners. Stonehaven maintains a significant number of active mandates simultaneously across the platform which are complementary to each other in strategy, geography and vehicle structure, giving Affiliate Partners an extensive portfolio of potential products that create revenue synergies.

Affiliate Responsibilities

This broader opportunity set enables Affiliate Partners to deliver a more diverse set of products to their relationships and increases the potential of success on our platform compared with operating independently. Affiliate Partners also leverage other partners of the platform to expand distribution on mandates they source, often accessing different geographies or types of investors.

Affiliate Standards

Affiliate Partner groups are carefully selected by Stonehaven based on their industry reputation, sourcing capability, proven ability to raise capital, compliance orientation, financial stability, and the differentiation of their business model. Stonehaven cultivates a dynamic community among our Affiliate Partners who often collaborate on various mandates and/or share information on the marketplace to optimize their activities.

Learn More About Our Robust Affiliate Platform

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Affiliate Partners

  • Adara Capital
    Adara Capital
    New York, NY
  • Artis Advisors, LLC
    Artis Advisors, LLC
    Washington, D.C. & Chicago, IL
  • Brunel Advisors
    Brunel Advisors
    São Paulo, Brazil
  • Erwin Road
    Erwin Road
    Miami, FL
  • McSween Advisors LLC
    McSween Advisors LLC
    New York, NY
  • Phase One Capital
    Phase One Capital
    New York, NY
  • Red Cedar Capital Ltd.
    Red Cedar Capital Ltd.
    Boston, MA
  • Redan Capital, LLC
    Redan Capital, LLC
    Greenwich, CT
  • SandCap, LLC
    SandCap, LLC
    New York, NY
  • Singular Global
    Singular Global
    Miami, FL
  • Titanium Capital Group
    Titanium Capital Group
    New York, NY
  • Torrey Capital Group, LLC
    Torrey Capital Group, LLC
    San Diego, CA
Adara Capital
New York, NY

Managing Partner: Leslie Carranza

Strategy Focus: Hedge Funds, Private Equity, Real Estate

Geographic Coverage: United States, Canada; Europe

Website: adaracapital.com


Leslie Carranza  |  Managing Partner

stonehaven_leslie-carranzaLeslie Carranza is the Managing Partner of Adara Capital. Prior to founding Adara Capital, Ms. Carranza was a Managing Director of Ridgeway Capital Group, LLC. While at Ridgeway Capital, Ms. Carranza raised in excess of $275 million for alternative investment managers in the private equity and hedge fund arena both in developed and emerging markets. Prior to joining Ridgeway Capital in New York, Ms. Carranza served as an Executive Search Consultant conducting senior level assignments for a variety of private and public real estate owners, developers, private equity funds, family offices and investment managers. Prior to recruiting she served as an Account Executive with Bloomberg LP. Ms. Carranza spent the first eleven years of her finance career as an Institutional Taxable Fixed Income Salesperson for Merrill Lynch, J.P. Morgan and Cowan & Company.

Ms. Carranza earned an M.B.A. from Columbia University and a B.E. in Civil Engineering, graduating magna cum laude, from Villanova University. Ms. Carranza currently holds the Series 7, 63 and 79 registrations with FINRA.

Artis Advisors, LLC
Washington, D.C. & Chicago, IL

Partners: Brian R. Gill, Samuel S. Glass, Corey J. Chisnell

Strategy Focus: Real Estate, Private Equity

Geographic Coverage: North America

Website: artis-advisors.com


Brian R. Gill | Partner 

brian bw2Brian Gill is a co-founding Partner of Artis Advisors. Mr. Gill works primarily in sourcing and executing compelling real estate investment opportunities.

Prior to the formation of Artis Advisors, Mr. Gill was a co-founding Managing Director of Kalorama Realty Capital, a predecessor company to Artis Advisors. Before forming Kalorama, Mr. Gill was an Associate Director at Cushman & Wakefield, where his transaction volume exceeded $500 million. Prior to Cushman & Wakefield, Mr. Gill acquired and financed over $150 million in multifamily properties at Bonaventure Realty Group, where he rose from Analyst to Vice President.

He serves as Adjunct Professor of Finance and Real Estate at Georgetown University’s McDonough School of Business and has also taught MBAs at George Washington University. Mr. Gill holds Masters degrees in business and economics from Northwestern University and the London School of Economics and a BA from the University of South Florida. He is an active member of the Urban Land Institute (ULI) and the Pension Real Estate Association (PREA). Mr. Gill currently holds the Series 7, 24, 63 and 79 registrations with FINRA.

Samuel S. Glass |Partner 

Sam bwSamuel Glass is a co-founding Partner of Artis Advisors. Mr. Glass works primarily in sourcing and executing compelling real estate investment opportunities.

Prior to the formation of Artis Advisors LLC, Mr. Glass was a co-founding Managing Director of Kalorama Realty Capital, a predecessor company to Artis Advisors LLC. Previously, Mr. Glass worked for Federal Capital Partners (FCP), a real estate private equity firm which has acquired more than $2 billion of real estate assets and debt in the mid-Atlantic. At FCP, Mr. Glass’ responsibilities included financial projections, asset management, investor relations, acquisitions and capital events (dispositions and refinancings).

Before joining FCP, Mr. Glass was an Investment Analyst with The World Bank’s Pension Investments Department, where he focused on limited partnership investments and co-investments with sponsors of private equity and real estate investment funds. Mr. Glass’ prior experience also includes two stints at JPMorgan Chase & Co. in investment banking and real estate principal investing, respectively.

Mr. Glass received his MBA from Columbia Business School and BA from Yale University. He is an active member of PREA and the DC Real Estate Group. Mr. Glass currently holds the Series 7 and 63 registrations with FINRA.

Corey J. Chisnell | Partner 

corey bwCorey Chisnell is a Partner of Artis Advisors. Mr. Chisnell works primarily in sourcing and executing compelling real estate investment opportunities.

With over 20 years in the real estate and investment banking industries, Mr. Chisnell has completed transactions totaling over $30 billion in aggregate, spanning M&A, recapitalizations, equity private placements and offerings of public equity, preferred stock, public debt and bank debt.

Prior to joining Artis Advisors, Mr. Chisnell was engaged as a consultant with PRP, LLC and Ridge Property Trust, raising institutional private equity. From 2008 to 2013, Mr. Chisnell was a Director in the Real Estate Investment Banking Group of BMO Capital Markets, where he led transaction coverage of public REITs and private real estate companies. From 2005 to 2008, Mr. Chisnell was a Principal in the Real Estate Investment Banking Group at Stifel, Nicolaus & Company, where he was responsible for transaction execution of public offerings of equity and debt, M&A, and private placements. From 2000 to 2005, Mr. Chisnell was responsible for business origination and transaction execution as a Senior Vice President for Moag & Company, a boutique investment banking firm focused on the sports and media industries.

Mr. Chisnell received a BBA from the University of Wisconsin, majoring in Real Estate & Finance, and an MBA from the University of Chicago. Mr. Chisnell is currently pursuing the reactivation of his Series 7 and 63 registrations with FINRA.

Brunel Advisors
São Paulo, Brazil

Managing Partners: Daniel Rummery, Tim Chamberlain

Strategy Focus: Hedge Funds, Private Equity, Real Estate

Geographic Coverage: United States; South America with a focus in Brazil; Canada; Europe; Middle East; Asia

Website: bruneladvisors.com


Daniel Rummery  |  Partner & Co-Founder

drummery_105_x_120Daniel Rummery is a Partner and Co-Founder of Brunel Advisors. Prior to co-founding Brunel Advisors, Daniel set up LatAm Capital Partners in Sao Paulo when he moved to Brazil in 2013.

Daniel also co-founded Ridgeway Capital LLC in 2007. Ridgeway Capital, headquartered in New York, is a leading global placement agent. Daniel started his capital raising activities at TARA Capital, a European hedge fund marketing firm, where he focused on global asset raising with a focus on bringing international investors to Brazil. He was successful in raising over USD $1bn for Brazilian Managers, both funds and transactions. Mr. Rummery began his career at JP Morgan.

Mr. Rummery earned a B.A. from Bournemouth University in the U.K. Mr. Rummery lives in Sao Paulo, Brazil. Mr. Rummery currently holds the Series 7, 63 and 79 registrations with FINRA.


Tim Chamberlain  |  Partner & Co-Founder

tim_chamberlain__headshot_105x120Mr. Chamberlain is a Partner and Co-Founder of Brunel Advisors. Mr. Chamberlain has been based in Sao Paulo, Brazil since 2010 and since arriving in Brazil has been an investor and partner in an Agribusiness-focused finance firm, and later worked on the restructuring of a large Brazilian asset manager.

In late 2013, Mr. Chamberlain established his own firm, Cabrera & Company which was focused on capital raising within the alternative investment industry in Latin America. Mr. Chamberlain began his career with Euromoney Institutional Investor in Hong Kong in 2000, and later joined the hedge fund database company, Eurekahedge at its launch in Singapore in 2002. Mr. Chamberlain served in multiple roles at Eurekahedge and was instrumental in launching its capital raising business, Eureka Capital Partners, and opening their New York office in 2004.

Mr. Chamberlain received a B.Sc. from Oxford Brookes University in the UK. Currently, Mr. Chamberlain holds the Series 7 & 63 registrations with FINRA.


Henry Willans  |  Partner 


Mr. Willans is a Partner at Brunel Advisors, and works closely withhenry the Co-Founders, Daniel Rummery and Tim Chamberlain, in focusing on business development, advisory services and capital raising in the alternative investment industry.

Mr. Willans brings significant alternative investment experience to Brunel Advisors.  Prior to joining Brunel Advisors, Mr. Willans was an Executive Director and Global Head of Relationship Management for BTG Pactual’s Merchant Banking Group, based in Sao Paulo, where he led a global team responsible for all aspects of client activities and relationships across the Private Equity, Infrastructure, Real Estate and Timberland strategies.  Prior to BTG Pactual, Mr. Willans was an Executive Director at Goldman Sachs, where he led the Alternative Investments and Manager Selection (AIMS) Group in Latin America, and was portfolio manager for the group’s growth and emerging market private equity business, focusing on private equity primaries, secondaries and co-investments.  Prior to moving to Brazil, Mr. Willans was a Vice President within the AIMS Private Equity Group for Goldman Sachs based in London. Previously Mr. Willans was an Associate on the investment team for the Petershill Fund within Goldman Sachs Asset Management Division and an Analyst in the Investment Banking Division of Goldman Sachs. Prior to his financial career, Mr. Willans served as Project Officer for BAE systems and an Engineer for Nortel Networks.

Mr. Willans holds a Master of Engineering degree and a Master of Arts degree from the University of Cambridge, Trinity College.  Currently, Mr. Willans holds his Series 7 and Series 63 registrations with FINRA.

Erwin Road
Miami, FL

Managing Partner: Robert Jaffee

Strategy Focus: Hedge Funds

Geographic Coverage: United States

Robert Jaffee  |  Managing Partner

 

 

Robert Jaffee is the founder and Managing Partner of Erwin Road. P.A. Mr. Jaffee focuses his efforts on capital raising activities for alternative investment managers with niche and non-correlated strategies.

Prior to forming Erwin Road, Mr. Jaffee was a founding U.S. partner for Redburn, Europe’s largest independent equity research broker. While at Redburn, Mr. Jaffee provided sales coverage to long-only and hedge fund clients in fundamental equity research, and systematic and technical analysis. Prior to Redburn, Mr. Jaffee was a Director for the Global Hedge Fund Sales division within Merrill Lynch in New York. Mr. Jaffee also served as a Director for the European Equity Research Sales division within Merrill Lynch where he spent time in London as well as New York and Boston. Earlier in his career,Mr. Jaffee also served as an Associate in the Fixed Income Derivative Sales division within Merrill Lynch in London, and he began his career as a Futures & Options Sales Trader for Merrill Lynch in Chicago.

Mr. Jaffee graduated from the University of Texas at Austin with a BA in English. Mr. Jaffee earned his MBA with a concentration in Finance from the University Of Chicago Booth School Of Business. Mr. Jaffee currently holds the Series 7 and 63 registrations with FINRA.

McSween Advisors LLC
New York, NY

Founding Partner: Robert McSween

Strategy Focus: Real Estate, Private Equity

Geographic Coverage: North America


Robert McSween | Founding Partner

rob bwRobert McSween is a founding Partner of McSween Advisors LLC. Mr. McSween works primarily in sourcing and executing compelling real estate investment opportunities.

Prior to the formation of McSween Advisors, Mr. McSween was a founding partner of Artis Advisors, LLC. Prior to Artis Advisors, LLC, Mr. McSween was Managing Partner of MMI Advisors, LLC, a predecessor company to Artis Advisors. From 2007 through 2008, Mr. McSween was a Managing Director at Strategic Value Partners, LLC, a hedge fund based in Greenwich, Connecticut, where he oversaw real estate investment in Asia, with a primary focus in Japan and India.

From 1993-2006, Mr. McSween was Senior Managing Director at ING Group in New York. At ING he formed and served as Managing Partner for ING Realty Partners, L.P. and ING Realty Partners II, L.P., which made aggregate property investments of more than $2.5 billion from 1997-2005. Mr. McSween also directed acquisitions and asset management for ING’s proprietary account of more than $1.4 billion in sub-performing and non-performing loans acquired from the Resolution Trust Corporation and other financial institutions.

Prior to ING, Mr. McSween was a Managing Director at Citicorp, where he directed an investment banking team that executed more than $6 billion in loan syndications. He also formed Citicorp’s Commercial Securitization Group, which facilitated the distribution of performing and restructured sub-performing loans in rated, privately placed structures.

Mr. McSween received his secondary school education at Groton School and earned his BA and MBA from Tulane University. He is a member of the Association of Foreign Investors in Real Estate (AFIRE) and served as its Chairman in 2003. Mr. McSween currently holds the Series 7, 24 and 63 registrations with FINRA.

Phase One Capital
New York, NY

Managing Partner: Desmoine DeLancey West

Managing Director(s): Peter Rosenberg

Strategy Focus: Hedge Funds, Private Equity, Real Estate

Geographic Coverage: United States; Europe; Asia

Website: phaseonecap.com


Desmoine DeLancey West  |  Managing Partner

d.west_bio_105_x_120Desmoine DeLancey West is Managing Partner of Phase One Capital, LLC. Mr. West founded Phase One Capital in 2013 to become a preeminent full service capital raising firm focused primarily on middle and lower middle market private equity and real estate investment managers. Prior to founding Phase One, Mr. West was a Managing Director at Ridgeway Capital Group, a capital raising firm in New York City. While at Ridgeway, Mr. West led the private equity practice by originating private equity mandates, managing the projects, and marketing those funds.

Prior to joining Ridgeway in 2012, Mr. West was a Product Specialist for Alternative Investments with PineBridge Investments (formerly AIG Investments). From 2010 to 2012, his responsibilities included marketing private equity and private credit solutions to new and existing institutional investors. As an investment professional in the Private Funds Group of PineBridge Investments from 2007 until 2012, Mr. West was responsible for sourcing, performing due diligence, investing with and monitoring private equity fund investments. Prior to joining PineBridge Investments, Mr. West worked with the Mergers & Acquisitions Insurance Group of AIG in 2006. Prior his experience at AIG, Mr. West led the regional acquisitions team of the Brooke Corporation from 2004 until 2005. There his team successfully acquired 14 independent property and casualty insurance agencies.

His finance career began in 2003 with The Bank Street Group, a boutique investment bank in New York. Mr. West received a BA in English from the University of Tennessee, an MA in English from the State University of West Georgia and an MBA with dual concentrations in finance and accounting from the University of Chicago. Mr. West currently holds the Series 7 and 63 registrations with FINRA.


Peter Rosenberg  |  Senior Vice President

peter-rosenberg__web_small_105_x_120Mr. Rosenberg is a Senior Vice President at Phase One Capital, and works closely with the Managing Partner, Desmoine DeLancey West, focusing on business development and capital raising in the alternative investment space.

Mr. Rosenberg brings five years of alternative marketing experience to Phase One Capital. Previously, Mr. Rosenberg worked as the Director of Marketing at Waterloo Advisors, a hedge fund based in Ardmore, Pennsylvania. Prior to Waterloo, Mr. Rosenberg served as a Managing Director at Granite Hill Partners, a capital raising firm based in New York. In addition to capital raising, Mr. Rosenberg has 13 years of institutional equity sales experience with firms including UBS Securities, Soundview Technology, Robertson Stephens, and Wolfe Trahan. Mr. Rosenberg also spent four years as a Senior Auditor and CPA at Coopers & Lybrand.

Mr. Rosenberg received a B.S. in Accounting from Indiana University, and earned an M.B.A. from the Stern School of Business at NYU. Currently, Mr. Rosenberg holds the Series 7 & 63 registrations with FINRA.

Red Cedar Capital Ltd.
Boston, MA

Chairman: Earl Yen

Strategy Focus: Hedge Funds, Private Equity

Geographic Coverage: United States, China


Earl Yen |  Chairman

Earl Yen is chairman of Red Cedar Capital Ltd., with a presence in Boston and Shanghai. Mr. Yen has nearly 30 years of experience in the investment industry, including over 20 years living and working in Asia. At Red Cedar, he works primarily with Asia-based alternative investment managers in formulating and executing their US fundraising strategies and investor outreach.

Prior to starting Red Cedar, Mr. Yen was the founding chairman and chief investment officer of CSV Capital Partners, a Greater China-focused alternative investment firm pursuing both private and public equity strategies, based in Shanghai. CSV’s long/short equity fund was recognized by HFMWeek in 2013 and 2014, respectively, as “Best Greater China Fund” and “Best Greater China Long/Short Equity Fund”.

Mr. Yen previously spent nine years as an investment banker with Bear Stearns and Citigroup, helping Asia-based companies in their global capital raising transactions and advising multinational companies on Asia-Pacific cross-border M&A transactions. He worked on a number of landmark China transactions including the IPOs of China Mobile, China Telecom, China Life Insurance, Yanzhou Coal Mining, and Guangshen Railway. Mr. Yen started his career with Bear Stearns and HarbourVest in Boston.

Mr. Yen earned an MBA from MIT’s Sloan School of Management and bachelor’s degrees in electrical engineering and management science from MIT. Mr. Yen currently holds the Series 7 and 63 registrations with FINRA.

Redan Capital, LLC
Greenwich, CT

Managing Partner: James J. Gallagher, Jr.

Strategy Focus: Hedge Funds, Private Equity

Geographic Coverage: United States


Jay Gallagher  |  Managing Partner 

stonehaven_james-gallagher-jrJay Gallagher is Managing Partner of Redan Capital, LLC. During his 15 years in the investment industry, Mr. Gallagher has extensively covered institutional investors and advised managers in a broad array of strategies regarding sales and marketing. Prior to establishing Redan Capital, Mr. Gallagher was a Principal at FletcherBennett, LLC, an outsourced business development and consulting firm for the hedge fund industry. Previously, he was Vice President of the Capital Introduction group at Bank of America Merrill Lynch, where he cultivated key institutional relationships in the endowment and consultant channels, as well as family office and fund of funds investors in the New York area and Southeastern United States. Prior to this role, Mr. Gallagher was Director of Marketing at Bennett Lawrence Management, an investment management firm which managed long/short equity hedge funds and traditional growth equity portfolios. Previously, Mr. Gallagher worked at Bear Stearns & Co. as well as Salomon Smith Barney in New York. Mr. Gallagher started his career in finance at Quick & Reilly.

Mr. Gallagher earned an M.B.A. in Finance from the University of Notre Dame and a B.A. in History from Dickinson College. Mr. Gallagher currently holds the Series 7 and 63 registrations with FINRA.

SandCap, LLC
New York, NY

Managing Partner: Jason Sander

Strategy Focus: Real Estate, Private Equity

Geographic Coverage: United States, Europe


Jason Sander  | Founding Principal

Jason Sander is the Founding Principal of SandCap, LLC.  Mr. Sander leads SandCap’s capital raising efforts which are focused on compelling investment opportunities within the real estate universe.

Prior to launching SandCap, LLC, Mr. Sander was a Managing Director of New Business Development for MHP Real Estate Capital, LLC where he was responsible for raising capital for MHP investment opportunities.  Prior to MHP, Mr. Sander worked on capital and deal sourcing assignments for several of the largest New York City based real estate private equity companies and real estate families.  Mr. Sander was previously VP, Capital Raising for Thor Equities, where he sourced the single largest equity capital commitment in Thor’s history, and worked on sourcing all of Thor’s direct deal equity capital in the U.S., Europe and Mexico.

Prior to Thor Equities, Mr. Sander was a Principal at Mercury Capital Advisors, the former Merrill Lynch Private Funds Group.  Mr. Sander also worked for John A. Catsimatidis (Forbes 400), Chairman of the Red Apple Group and United Refining, where he was in charge of deal sourcing for URX.

Mr. Sander began his real estate career as VP, Emigrant Bank, the largest privately owned bank in the U.S., owned by The Milstein Family (Forbes 400).  Mr. Sander was the top producing real estate underwriter during his 4 years at Emigrant Bank.  Prior to Emigrant Bank, Mr. Sander worked for Merrill Lynch within their International Emerging Markets Group and within the Bear Stearns Global High Yield Group.

Mr. Sander earned a Master’s Degree in Public Policy from Columbia University’s School of International and Public Affairs (SIPA).  Additionally, Mr. Sander completed his advanced real estate studies at Columbia Business School, where he remains active in the alumni community.  Mr. Sander also holds a B.A. in Political Science from Tufts University where he received the John S. Gibson International Relations Award.  Currently, Mr. Sander holds the Series 7 & 63 registrations with FINRA.

Singular Global
Miami, FL

Managing Partner: David R. Sanchez

Managing Director(s): Jason Damm, James Murphy

Strategy Focus: Hedge Funds, Long-Only

Geographic Coverage: United States; South America with a focus in Brazil; Europe; South Africa; India

Website: singular-global.com


David R. Sanchez  |  Managing Partner & CEO

stonehaven_davidsanchezDavid R. Sanchez is the Managing Partner and CEO of Singular Global, Stonehaven’s first Affiliate Partner in 2004, and has been actively involved in Stonehaven’s capital raising activities. Based in Miami since 2005, Mr. Sanchez and his team have a client base in the US, Latin America, Europe, South Africa and India. The majority of the firm’s clients have been investors for ten years or more. Many have been with Mr. Sanchez since 1989.

From 1999 to 2005, Mr. Sanchez was President of Sanchez Global Advisors, LLC, a Registered Investment Advisor, based in Beverly Hills. Between 1994 and 1999, Mr. Sanchez was a Managing Director and International Financial Advisor to high net worth individuals, financial institutions and funds of funds at Bear Stearns & Company in Los Angeles.

From 1988 to 1994, Mr. Sanchez was Vice President at Merrill Lynch International in Beverly Hills as an International Financial Advisor and was an Eagle and Chairman’s Club member. From 1986 to 1988, Mr. Sanchez headed the Mergers & Acquisitions Department for Latin America as Vice President of Bankers Trust Company in NYC. From 1983 to 1986, Mr. Sanchez was an Assistant Treasurer in NYC with JP Morgan in the M&A/Financial Advisory Department.

Mr. Sanchez’s outside associations include:

  • Director and Shareholder of Arrowsmith, LLC, an offshore fund of funds established in 1989.
  • A shareholder and advisor to the founder of R Systems, an integrated Product Lifecycle Management (iPLM) company offering valued outsourcing services to Fortune 1000, Government and Mid-sized organizations and with operations in nine countries. Mr. Sanchez served on the R Systems board of directors from 2000 to 2009.
  • Currently serving on MLogica’s Board of Advisors, a Los Angeles based Enterprise Solutions consultant with operations in five countries.
  • President of the Yale Club of South Florida.
  • Mr. Sanchez serves as a leader in Yale’s Global Day of Service, acting as inaugural Global Chair for two years. Mr. Sanchez was also a member of Yale’s AYA Board of Governors for three years from 2009 to 2012.
  • Currently a member of Rotary International, Mr. Sanchez has established perpetual scholarship programs with over 40 Rotary Clubs, with West Point, and is active in global public health and endangered species projects.
  • President and CEO of the National Executive Service Corps of South Florida, one of 27 affiliates of a non-profit consulting services network founded in 1977 by David Rockefeller.

Mr. Sanchez earned an M.A. with honors and an M.Phil in Political Science from Yale University. Mr. Sanchez was a Fulbright Fellow, a Ford Foundation Fellow, a Tinker Fellow and a Yale Fellow while attending Yale University. Mr. Sanchez was elected President of the Graduate Professional Senate, LLC while at Yale and served on the AYA Board of Governors. Currently, Mr. Sanchez holds the Series 7, 63 and 79 registrations with FINRA.


Jason Damm  |  Senior Vice President 

jason_damm_websiteAs Senior Vice President and COO, Mr. Damm brings his experience working for Goldman Sachs in NYC and University of Miami business training to Singular Global’s operations. His analytical background and emphasis on technology and documentation provide the framework necessary for Singular Global to continue its rapid growth, delivering excellent service to the increasing list of clients the company serves.

Upon graduation from the University of Miami with a BBA in Finance and a minor in Marketing, Mr. Damm started his career working for Goldman Sachs in New York. Returning to Miami in 2013, Mr. Damm worked for a Real Estate Investment Trust with properties located in the Southeast US. He currently oversees his own personal portfolio of properties throughout Florida.

In May 2016, Mr. Damm earned his MBA from the University of Florida. In his free time, he enjoys playing basketball, boating, fishing, and running. He is also the vice president of the South Florida Sigma Chi Alumni Association and serves as a consultant on a pro bono basis for the National Executive Service Corps of South Florida.

Currently, Mr. Damm holds the Series 7 and 63 registrations with FINRA.


James Murphy  |  Senior Vice President

j._murphy_bio_websiteMr. Murphy is a Senior Vice President at Singular Global and focuses on US and Mexican clients. He also works closely with the CEO & Managing Partner, David R. Sanchez, to originate and sell select alternative investment opportunities.

Mr. Murphy is also involved with numerous entrepreneurial endeavors. He is an Executive Partner at Proton Enterprises which is a business incubator and non-traditional venture capital firm designed to accelerate the growth and success of companies through an array of support resources and services.

Mr. Murphy is also Chairman of EquityNet, as well as the Managing Partner of SlideMoor.

Mr. Murphy is involved in humanitarian endeavors serving as a Director with the LEVE Foundation, and Managing Partner with the Sitwayen Development Group, a social enterprise in Haiti focused on developing Haitian companies.

Mr. Murphy is also a certified Incubation Manager by the NBIA, and serves on the Board of Trustees for the Aurelian Honor Society, for Alpha Delta Phi, and the Yale Club of Southwest Florida.

Mr. Murphy earned a B.A. from Yale University. Currently, Mr. Murphy holds the Series 7 and 63 registrations with FINRA.

Titanium Capital Group
New York, NY

Managing Partner: Charles Schwartz III 

Strategy Focus: Direct Transactions

Geographic Coverage: United States; Europe; Asia


Charles Schwartz III  | Founder & Managing Partner

c.schwartz_-_website_photoMr. Schwartz is the founder and Managing Partner of Titanium Capital Group. Mr. Schwartz has developed and executed a variety of unique solutions and structured transactions throughout his 30-year career in derivatives, structured products, and alternative investments.

He started his career in 1985 at Bankers Trust, where he originated foreign currency structured products for the Market Transactions Group. From 1987-1993, he managed the marketing efforts of one of the financial affiliates of AIG. From 1993-1995, he managed the derivatives marketing business at Goldman Sachs for all capital markets clients. From 1996-1998, Mr. Schwartz worked at Union Bank of Switzerland (UBS) to manage the Global Strategic Financial Products Group, a cross-product group dedicated to solving client solutions. He re-joined AIG in 1999 to build and manage the structured products business at its hedge fund affiliate, AIG Trading Group, for 4 years until he started Titanium Capital in 2003.

Mr. Schwartz received his BA summa cum laude from Tufts University in 1981, an MA in International Affairs from Johns Hopkins University in 1984, and an MBA from The Wharton School, University of Pennsylvania in 1985. Mr. Schwartz currently holds the Series 3, 7, 63 and 79 registrations with FINRA.

Torrey Capital Group, LLC
San Diego, CA

Managing Partner: Rana Prasad, CAIA

Strategy Focus: Real Estate, Hedge Funds, Private Equity

Geographic Coverage: United States; Europe

Website: torreycapitalgroup.com


Rana Prasad  |  Founder & President


stonehaven_rana-prasadRana Prasad is Founder and President of Torrey Capital Group, LLC. Mr. Prasad leads Torrey Capital Group’s capital raising efforts on behalf of distinctive managers specializing in real estate and private equity funds. Prior to launching Torrey Capital Group, Mr. Prasad was an executive at Equastone, a private equity real estate firm, where he focused on building the firm’s relationships with RIAs, family offices, high net worth individuals, and the institutional investment community. Mr. Prasad previously spent years on Wall Street trading equities and also marketing sophisticated, hedged investments and arbitrage strategies to institutional investors. Mr. Prasad has raised approximately $800 million in assets during his career.

Prior to working in the financial services industry, Mr. Prasad played a key executive/sales role in an internet start-up company and also worked for Ernst & Young as a management consultant.

Mr. Prasad earned a B.S. in Systems Engineering from the University of Pennsylvania with a concentration in Finance and Management. Mr. Prasad is a CAIA charterholder, and is a member of the Chartered Alternative Investment Analyst Association. Mr. Prasad serves as a frequent public speaker on the topic of real estate and alternative investments. Currently, Mr. Prasad holds the Series 7, 24, 55, 63, and 79 registrations with FINRA.

William Bohannan  |  Senior Vice President


black and whiteWill Bohannan is the Senior Vice President of Torrey Capital Group. Mr. Bohannan focuses his efforts on capital raising activities for alternative investment managers and established real estate managers.

Prior to joining Torrey Capital Group, Mr. Bohannan worked for a multibillion dollar real estate and development group where he managed their capital raising efforts in the western United States. During this period he had the opportunity to develop relationships with operators and investment firms of various sizes and from various sectors. Mr. Bohannan has also spent a number of years working with institutional real estate investors during the most recent downturn, helping them recapitalize their investments and optimize their positioning in the markets during turbulent times. He has been able to add value to groups with project finance capital needs across the spectrum of size.

Mr. Bohannan spends most of his time in Scottsdale, Arizona where he enjoys golf, running and time outdoors. He graduated from the University of Arizona with a BS in Finance from the Eller College of Management. Mr. Bohannan currently holds the Series 7 and 63 registrations with FINRA.

 

Frequently Asked Questions

What is an Affiliate Partner?

An Affiliate Partner is an independently branded capital raising business, strategically partnered with Stonehaven through an independent contractor agreement to receive a wide range of services and support. Affiliate Partners may originate and sell their own products and may also opt in to cross sell into the Firm’s originated product offerings as well as the overall platform’s diverse portfolio of product offerings.

What are the advantages of raising capital on a third party basis over working in-house at an asset management organization?

Functioning on a third party basis enables capital raisers to run an independent business, establish a distinct voice in the marketplace, represent a diversified portfolio of opportunities, identify new opportunities to shift with the marketplace, and establish clearly defined economics for placed capital. These factors facilitate strong relationships with both managers and investors.

Why join a broker dealer as opposed to starting a new broker dealer?

Running a broker dealer compliantly, efficiently and profitably requires significant resources and extensive experience. In addition, the ever-evolving regulatory environment increases the level of complexity that needs to be intelligently managed for even the most seasoned professionals. Beyond all of the strategic benefits of the platform, Stonehaven’s compliance infrastructure enables Affiliate Partners to save time and money on legal resources, avoid hiring additional or ineffective compliance personnel, bypass the need to complete annual audits, leverage the Firm’s strong experience interfacing with regulators, and utilize the Firm’s integrated systems and procedures which are tested and continually evaluated for improvement.

What are the potential advantages of joining Stonehaven’s Affiliate Platform over a non-strategic broker dealer relationship?

Stonehaven’s architecture has been specifically designed for the alternative capital raising industry and is then custom-tailored to each Affiliate Partner group. Affiliate Partners can sell (i) directly sourced mandates as well as (ii) generate additional revenues by cross-selling opportunities across the platform, which represents a significant source of Stonehaven’s activity since inception. Affiliate Partners leverage the industry expertise of Stonehaven’s team to help guide their business models knowing that the Firm is aligned with their success.

How are Affiliate Partners branded in the marketplace?

Affiliate Partners each run their own independently branded businesses which allows them to build differentiated identities in the marketplace, each with a different approach toward product mix and target investor audience. Maintaining different brands allow Affiliate Partners to interface with overlapping investors while keeping distinct direct relationships.

What are some of the regulatory requirements to operating as an Affiliate Partner?

Affiliate Partners must be registered representatives of Stonehaven’s broker dealer with requisite licenses based on the type of activity and level of supervision. All contracts are run through the broker dealer and are subject to approval after legal and due diligence review. Sales activity and transaction closings must be conducted according to defined protocols, tracked and overseen by Stonehaven. All revenues are processed through the broker dealer and paid directly to registered representatives. Continuing education requirements must be met. All outside business activity must be approved and monitored by Stonehaven (note that Stonehaven does not consider any financial activity to be outside business activity). Please note that regulatory requirements can be complex based on the scenario. The aforementioned items are not a complete universe. For more comprehensive information, please contact us directly.

What is the approval process for opportunities sourced by an Affiliate Partner?

Stonehaven conducts comprehensive upfront and ongoing due diligence on all managers on the platform. The Firm consistently strives to be efficient without compromising thoroughness or process. Managers must meet high institutional standards and have a strong reputation in the marketplace.

What role does Stonehaven play in helping structure and negotiate referral agreements with managers sourced by Affiliate Partners?

Stonehaven plays an integral role in assisting Affiliate Partners with structuring and negotiating referral agreements with managers, leveraging extensive experience navigating the negotiation process over scores of agreements. Stonehaven has worked intensively with external counsel to ensure that foundational language in our library of template agreements is comprehensive and fair. Affiliate Partners retain ownership of decision making on final business and economic terms, and Stonehaven ensures that all compliance and other terms are addressed accordingly. This results in a significant reduction in legal expenses for our Affiliate Partners and demonstrates an institutional approach to each prospective external manager.

What payout does an Affiliate Partner receive for producing revenue?

Stonehaven embraces a fair and equitable approach to economics with our Affiliate Partners which are effectively categorized into one of three distinct silos. Payout percentages directly correlate with the amount of value added by the participants in each scenario:

  1. An Affiliate Partner selling a mandate that they have sourced commands the highest payout percentage.
  2. An Affiliate Partner selling a mandate sourced by Stonehaven provides a compelling payout by industry standards.
  3. Two Affiliate Partners cross-market a product where Stonehaven has a fixed percentage and the Affiliate Partners have the flexibility to negotiate their respective economics.

Stonehaven requires a minimum baseline level of revenue for supporting the activity of each Affiliate Partner.

What are the costs associated with operating as an Affiliate Partner?

Affiliate Partners reimburse Stonehaven for costs of regulatory registrations and outside service providers specific to their activity. Typically this is a relatively de minimis amount for items such as state registrations and IT support. Stonehaven has a robust legal template library and helps Affiliate Partners make adjustments to contracts, but occasionally complex legal situations necessitate use of outside legal counsel. Stonehaven provides a baseline level of accounting support as part of being on the platform, and Affiliate Partners can opt into premium accounting services for more robust support and analysis.

How much working capital does an Affiliate Partner need to start a new capital raising venture?

While prospective Affiliate Partners with recurring revenue streams are an ideal fit, Stonehaven knows from experience that some of the best Affiliate Partners start off as new ventures. Prospective Affiliate Partners launching their business should have ample working capital available to build a pipeline, close placements, generate revenue, and allow managers time to make payments after closing their books. For newly launching businesses, Stonehaven believes it is prudent to conservatively assume that it takes approximately a year to start producing material revenues and possibly longer to achieve profitability depending on a variety of factors. The day-to-day cost of running a capital raising business can be variable depending on the approach, but living costs must always be factored in as well. While ramping up can be difficult, the long-term economics of the business can be quite rewarding.

How long does it take to transition an Affiliate Partner onto Stonehaven's platform?

While each on-boarding transition is unique, Stonehaven aims to run a highly systematic process taking between two and six weeks contingent on the head count, number of mandates to onboard, existing registrations in place with FINRA, IT specifications, locales, and other factors related to each prospective Affiliate Partner. Stonehaven takes pride in approaching each transition with comprehensively mapped out timelines, correlating checklists, and delegated task ownership prioritized across the spectrum of items to be addressed from start to finish. Effective management of expectations is critical for all parties, and Stonehaven’s comprehensive on-boarding execution ability facilitates transitions to minimize the impact on revenue generating activities.

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