The Nexus
of Capital and
Opportunity™

Companies

Affiliate partners

Investors

Stonehaven is a broker dealer platform that supports
independent investment bankers & placement agents
raise capital, conduct M&A and execute secondaries
with our proprietary operating system and
collaboration network.

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230+ INVESTMENT OPPORTUNITIES

venture
capital

venture capital

26 Managers
71 Direct Deals

private
equity

private equity

16 Managers
20 Direct Deals

private
credit

private credit

19 Managers
7 Direct Deals

real
estate

real estate

35 Managers
34 Direct Deals

infra-
structure

infrastructure

1 Manager
4 Direct Deals

long-
only

long-only

5 Managers

public
companies

public companies

Coming soon

venture capital

26 Managers
71 Direct Deals

private equity

16 Managers
20 Direct Deals

private credit

19 Managers
7 Direct Deals

real estate

35 Managers
34 Direct Deals

infrastructure

1 Manager
4 Direct Deals

long-only

5 Managers

public companies

Coming soon

capital raising + m&a + secondaries

221+ Active Investor Opportunities

companies

OPERATING COMPANIES

ASSET MANAGERS

AFFILIATE PARTNERS

Investment bankers

placement agents

160+ supported on platform

INVESTORS

Institutions

Family offices

HNWIs

$11B+ TRANSACTION VOLUME

221+ Active Investor Opportunities

160+ supported on platform

$11B+ TRANSACTION VOLUME

Operating system

Infrastructure + Tech + Data

Collaboration network

Origination + Distribution

VALUE PROPOSITION

We have the infrastructure, technology and
community for you to achieve your goals

Broker-Dealer Services

Best-in-class infrastructure with a highly experienced team and deep RegTech integration in NEXUS
FINRA member firm and SEC registered broker-dealer for >20 years with a strong legal and compliance foundation to support a wide range of activities in domestic and international markets
Client onboarding support through the contracting and due diligence process with clean workflows and expert guidance
Transaction close-out process managed through NEXUS, integrating legal, compliance, and accounting frameworks
Direct coordination with clients to reconcile transactions, calculate fees, collect payments, calculate payouts and report on all accounting

Collaboration

Collaborative ecosystem of APs who leverage origination and distribution synergies across the platform to expand their businesses
Ever-growing community of APs who bolster the platform’s origination and distribution capabilities across various asset classes, investor demographics, and geographies
Platform-wide and sub-community calls & events
APs and live mandate profiles in NEXUS to help identify synergies with intelligent analytics and filtering
Cross-marketing facilitation in NEXUS to form AP-to-AP agreements and approve investor lists for each client
Pipeline management tools to provide mandate originators real-time transparency into a collaborator’s pipeline, sales activity, and transactions
Best practice guides to optimize outcomes

Sales Management

NEXUS tools to track pipelines, client approvals, sales activity, and transactions
Reporting tools built into the system to update salespeople and clients real-time with customizable filters and reports
Coming Soon: Collaboration tools with clients and investors on our upcoming Client and Investor Portals

Investment Offering Marketplace

Content management tools for live mandates in NEXUS to attract potential distribution partners
Database of potential investment offerings across the platform to identify distribution opportunities
Coming Soon: Investor Portal with interactive tools to interface with pre-existing relationships and generate new leads

Data

Proprietary community-sourced data model with read/write access for APs to work on an incredibly robust and constantly improving database
Private sales engagement data with intelligent exceptions for opt-in collaboration
Onboarding facilitation to quickly integrate into the system
Publicly available information continually scrubbed by the data team

Supporting Foundation

High-quality onboarding, support and training
Training guides and videos
Best-in-class technology and data security framework on NEXUS

Identify Talent

Platform for sourcing the best investment bankers or placement agents to help you raise capital, sell your business or conduct other strategic initiatives
Benefit from APs collaborating across the platform to expand your distribution efforts and reach a more diverse universe of investors

Infrastructure

Best-in-class legal, compliance, accounting, and due diligence infrastructure to support your activity
Seasoned team of professionals managing our infrastructure who regularly analyze complex commercial and regulatory frameworks to maintain a stable and nimble platform
Operational excellence and optimal use of process and technology built into NEXUS to manage workflows consistently and efficiently

Sales Management

APs who work smarter and faster for clients using NEXUS
Real-time transparency into pipelines, sales activity, and transactions
Workflows for streamlining project management
Email marketing services for APs to run your sales campaigns

Data

Proprietary community-sourced data model with read/write access for APs to work on an incredibly robust and constantly improving database
Robust investor data for APs to identify your best prospects and obtain actionable insights to close deals

Sourcing & Diligence

Coming Soon: Investor Portal to source and diligence high-quality investment opportunities

Infrastructure

Professional counterparties with best-in-class legal, compliance, accounting, and due diligence infrastructure

Collaboration

Tools to help our APs and clients engage with you to support your investment process

LEARN MORE

We have a diverse community of
Affiliate Partners

Our Affiliate Partners are trusted investment banking and placement agent teams
who originate and distribute deals both individually and collaboratively.

Daniel Yunheng Zhu of Stamford Capital, LLC Joins Stonehaven’s Affiliate Platform

Feb 05, 2026

Benjamin Mandel of Vantage Park Capital, LLC, Joins Stonehaven’s Affiliate Platform

Feb 05, 2026

Nina Meyers of The Meyers Group Capital Inc. Joins Stonehaven’s Affiliate Platform

Jan 27, 2026

Eric Shipley of Woodmoor Partners LLC Joins Stonehaven’s Affiliate Platform

Jan 12, 2026

Bridget Realmuto LaPerla of Lion and Arc Securities LLC Joins Stonehaven’s Affiliate Platform

Jan 09, 2026

Capix: AI Powered Database & Target List Building

Jan 09, 2026

Danny Dlugie of Uncommon Capital Group Joins Stonehaven’s Affiliate Platform

Jan 02, 2026

Bruce Stachenfeld of The Useful Bruce, LLC Joins Stonehaven’s Affiliate Platform

Dec 02, 2025

Chris Gatsch of Alta Vera Securities Joins Stonehaven’s Affiliate Platform

Nov 10, 2025

Clayton Funk of Signal Strength Advisors, LLC, Joins Stonehaven’s Affiliate Platform

LATEST NEWS

Feb 24, 2026

Daniel Yunheng Zhu of Stamford Capital, LLC Joins Stonehaven’s Affiliate Platform
read more
Feb 05, 2026

Benjamin Mandel of Vantage Park Capital, LLC, Joins Stonehaven’s Affiliate Platform
read more
Feb 05, 2026

Nina Meyers of The Meyers Group Capital Inc. Joins Stonehaven’s Affiliate Platform
read more

SEE ALL NEWS

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","spans":[],"direction":"ltr"},{"type":"paragraph","text":"","spans":[],"direction":"ltr"},{"type":"paragraph","text":"Mr. Lee possesses extensive expertise in intricate trust and estate planning, exit strategies, wealth transfer, and tax mitigation strategies.","spans":[],"direction":"ltr"},{"type":"paragraph","text":"Before establishing Mainstream Capital Management and 11th Floor Holdings, Jin occupied influential roles within buy-side firms, executing diverse responsibilities. 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Rodriguez is the Managing Partner and Principal of AZR Capital Ltd.","spans":[],"direction":"ltr"},{"type":"paragraph","text":"AZR Capital Ltd., a London-based\u00a0firm operating with a dual-role structure: as a single-family office investing its own capital and as a capital-raising boutique partnering with established private market managers.","spans":[],"direction":"ltr"},{"type":"paragraph","text":"With over 20 years of experience in asset management and investor relations, Ms. Rodriguez has built deep allocator relationships across Europe and the Middle East. Since 2006, she has connected fund managers with institutional investors, family offices, and consultants.","spans":[],"direction":"ltr"},{"type":"paragraph","text":"Under her leadership, AZR Capital has developed a reputation for access, alignment, and innovation. The firm invests exclusively through funds and always commits its own capital alongside the managers it represents, ensuring true alignment of interests. AZR has been instrumental in providing investors access to oversubscribed, top-decile GPs, as well as co-investment opportunities, GP-led secondaries, and liquidity solutions. In 2019, the firm became one of the first in EMEA to back and intermediate independent sponsors, a capability that remains a distinctive edge today.","spans":[],"direction":"ltr"},{"type":"paragraph","text":"Prior to founding AZR Capital, Ms. Rodriguez held senior roles at 36 South Capital Advisors, where she led global sales, marketing, branding, and PR, helping establish the firm as a leader in volatility and tail-risk hedging strategies. She was a member of the Senior Management Group and pioneered a global series of educational initiatives on volatility as an asset class. Earlier in her career, she worked at Barclays Global Investors (BGI), covering institutional clients and wealth managers across Europe and the Middle East.","spans":[],"direction":"ltr"},{"type":"paragraph","text":"Ms. Rodriguez holds an MSc in Banking and International Finance from Cass Business School (United Kingdom) and a BA in Economics from the American University of Beirut (Lebanon). She has passed the CFA Level I exam and is an affiliate member of the CFA Institute.","spans":[],"direction":"ltr"},{"type":"paragraph","text":"Beyond her professional activities, she serves as Treasurer of the Board of Trustees at Women\u2019s Trust, a London-based charity supporting women who have experienced domestic abuse. 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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.","spans":[]},{"type":"paragraph","text":"Prior to joining Ridgeway Capital in New York, Ms. Carranza served as an Executive Search Consultant conducting senior level assignments for a\u00a0variety 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.","spans":[]},{"type":"paragraph","text":"Ms. Carranza earned an M.B.A. from Columbia University and a B.E. in Civil Engineering, graduating magna cum laude, from Villanova University.","spans":[]},{"type":"paragraph","text":"Ms. Carranza currently holds Series 7, 63 and 79 registrations with\u00a0FINRA.","spans":[{"start":68,"end":73,"type":"hyperlink","data":{"link_type":"Web","url":"http:\/\/finra.org\/","target":"_blank"}}]}]}],"affiliate":[{"category":"venture-capital"},{"category":"private-credit"},{"category":"real-estate"},{"category":"hedge-funds"}]}},{"id":"ZeYK0hEAAMMdDNWy","uid":"admiral-real-estate-advisors","url":null,"type":"home_affiliates","href":"https:\/\/stonehaven.cdn.prismic.io\/api\/v2\/documents\/search?ref=aZ2lXhIAACoATnVo&q=%5B%5B%3Ad+%3D+at%28document.id%2C+%22ZeYK0hEAAMMdDNWy%22%29+%5D%5D","tags":[],"first_publication_date":"2024-03-04T18:01:33+0000","last_publication_date":"2025-02-27T09:14:06+0000","slugs":["admiral-real-estate-advisors"],"linked_documents":[],"lang":"en-us","alternate_languages":[],"data":{"logo1":{"link_type":"Media","key":"4cb64d8b-d978-42e0-8028-7393bb8cc7e5","kind":"image","id":"Z8Asz57c43Q3gSxN","url":"https:\/\/images.prismic.io\/stonehaven\/Z8Asz57c43Q3gSxN_transparent_2_cropped_v2.png?auto=format,compress?auto=compress,format","name":"transparent_2_cropped_v2.png","size":"16032","width":"782","height":"225"},"name":[{"type":"paragraph","text":"Admiral Real Estate Advisors","spans":[],"direction":"ltr"}],"location":[{"type":"paragraph","text":"Atlanta, GA","spans":[],"direction":"ltr"}],"strategy_focus":[{"type":"paragraph","text":"Real Estate, Private Credit, Direct Deals, and Secondaries","spans":[],"direction":"ltr"}],"website":[],"poc":[{"name1":[{"type":"paragraph","text":"Tom Lesnick, CFA","spans":[],"direction":"ltr"}],"tag":[{"type":"paragraph","text":"Managing Partner","spans":[],"direction":"ltr"}],"linkedin":[{"type":"paragraph","text":"https:\/\/www.linkedin.com\/in\/tlesnick\/","spans":[],"direction":"ltr"}],"photo":{"link_type":"Media","key":"d29f7f74-07c0-4d0a-84be-7812fc9a518a","kind":"image","id":"Z69r5ZbqstJ9-pR9","url":"https:\/\/images.prismic.io\/stonehaven\/Z69r5ZbqstJ9-pR9_Photo-111-copy.jpg?auto=format,compress?auto=compress,format","name":"Photo-111-copy.jpg","size":"1302609","width":"2883","height":"2883"},"description1":[{"type":"paragraph","text":"Mr. Tom Lesnick is the Managing Partner at Admiral Real Estate Advisors LLC.","spans":[],"direction":"ltr"},{"type":"paragraph","text":"","spans":[],"direction":"ltr"},{"type":"paragraph","text":"Admiral Real Estate Advisors LLC (\u201cAdmiral\u201d or the \u201cCompany\u201d) specializes in equipping real estate owners, operators, and developers with expert strategic guidance, preparation for institutional engagement, and access to institutional equity capital. 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His efforts have contributed to over $25 billion raised in institutional capital for a diverse real estate clientele, ranging from large public REITs to private, closely-held sponsors across all property types.","spans":[],"direction":"ltr"},{"type":"paragraph","text":"","spans":[],"direction":"ltr"},{"type":"paragraph","text":"Before establishing Admiral Real Estate Advisors, Mr. Lesnick served as a Vice President in Truist\u2019s Real Estate Corporate and Investment Banking group, focusing on REIT investment banking and private capital advisory. His prior roles include positions in investment banking and equity research at Baird, D.A. Davidson, and Capital One, where as a Director and Senior Equity Research Analyst he led coverage of Apartment, Industrial, Office, and Student Housing REITs.\u00a0 ","spans":[],"direction":"ltr"},{"type":"paragraph","text":"","spans":[],"direction":"ltr"},{"type":"paragraph","text":"Mr. Lesnick is a CFA charter holder and member of the CFA Institute.","spans":[],"direction":"ltr"},{"type":"paragraph","text":"","spans":[],"direction":"ltr"},{"type":"paragraph","text":"Mr. Lesnick earned a BBA from Emory University\u2019s Goizueta Business School, graduating with Honors in Finance.","spans":[],"direction":"ltr"},{"type":"paragraph","text":"","spans":[],"direction":"ltr"},{"type":"paragraph","text":"Mr. Lesnick currently lives in Atlanta, GA with his wife and two sons.","spans":[],"direction":"ltr"},{"type":"paragraph","text":"","spans":[],"direction":"ltr"},{"type":"paragraph","text":"Mr. Lesnick holds Series 7, 63, 79, 86 and 87 registrations with FINRA.","spans":[{"start":65,"end":70,"type":"hyperlink","data":{"link_type":"Web","url":"http:\/\/www.finra.org","target":"_blank"}}],"direction":"ltr"}]}],"affiliate":[{"category":"real-estate"}]}},{"id":"aS6t3BIAACoA3uFM","uid":"alta-vera-securities","url":null,"type":"home_affiliates","href":"https:\/\/stonehaven.cdn.prismic.io\/api\/v2\/documents\/search?ref=aZ2lXhIAACoATnVo&q=%5B%5B%3Ad+%3D+at%28document.id%2C+%22aS6t3BIAACoA3uFM%22%29+%5D%5D","tags":[],"first_publication_date":"2025-12-02T09:21:22+0000","last_publication_date":"2025-12-02T09:21:22+0000","slugs":["alta-vera-securities"],"linked_documents":[],"lang":"en-us","alternate_languages":[],"data":{"logo1":{"link_type":"Media","key":"7715b4d1-5f88-4f0e-afd8-d4a03e7b5720","kind":"image","id":"aS6uIHNYClf9nrjA","url":"https:\/\/images.prismic.io\/stonehaven\/aS6uIHNYClf9nrjA_AVSecurities-2-.png?auto=format,compress?auto=compress,format","name":"AV Securities (2).png","size":"523929","width":"5471","height":"2666"},"name":[{"type":"paragraph","text":"Alta Vera Securities","spans":[],"direction":"ltr"}],"location":[{"type":"paragraph","text":"Yardley, PA","spans":[],"direction":"ltr"}],"strategy_focus":[{"type":"paragraph","text":"Hedge Funds, Private Credit, Private Equity, Real Estate, Infrastructure, Venture Capital and Direct Deals","spans":[],"direction":"ltr"}],"website":[{"type":"paragraph","text":"altaveragca.com","spans":[],"direction":"ltr"}],"poc":[{"name1":[{"type":"paragraph","text":"Chris Gatsch","spans":[],"direction":"ltr"}],"tag":[{"type":"paragraph","text":"Co-Founder, President & COO","spans":[],"direction":"ltr"}],"linkedin":[{"type":"paragraph","text":"https:\/\/www.linkedin.com\/in\/christopher-gatsch-36780a20\/","spans":[],"direction":"ltr"}],"photo":{"link_type":"Media","key":"2e560e1f-576f-46e8-8b3b-b1dd86acdfe5","kind":"image","id":"aS6vIXNYClf9nrlZ","url":"https:\/\/images.prismic.io\/stonehaven\/aS6vIXNYClf9nrlZ_ChristopherGatsch%27sHeadshot-4-.jpg?auto=format,compress?auto=compress,format","name":"Christopher Gatsch's Headshot (4).jpg","size":"156842","width":"942","height":"1280"},"description1":[{"type":"paragraph","text":"Mr. Chris Gatsch is the Co-Founder, President & COO of Alta Vera Global Capital Advisors and Founder & Managing Partner of Lake House Private Wealth Management. Mr. Gatsch focuses on building a modern, institutional-grade advisory and capital platform that blends wealth management, private markets, and strategic capital solutions for advisors and their clients.","spans":[],"direction":"ltr"},{"type":"paragraph","text":"At Alta Vera Securities, his work centers on capital raising and access, introducing private market opportunities through Stonehaven and creating an open-architecture platform advisors can truly scale on. His team concentrates on sourcing differentiated managers, structuring thoughtful capital solutions, and giving advisors a clear path to grow, monetize, and expand their practices.","spans":[],"direction":"ltr"},{"type":"paragraph","text":"Before launching Alta Vera and Lake House, Mr. Gatsch began his career at Merrill Lynch and later joined JPMorgan, working across wealth management, capital markets, and lending for high-net-worth families. Those experiences shaped his belief that clients and advisors deserve institutional capabilities delivered without the friction and delays of large firms.","spans":[],"direction":"ltr"},{"type":"paragraph","text":"Mr. Gatsch graduated from the College of Wooster, where he played soccer and lacrosse. Sports remain a part of his life; he still trains, plays in a co-ed league, and coaches youth teams. Outside of work, he spends most of his time with his wife, Ali, and their three children, and stays active in community and school initiatives.","spans":[],"direction":"ltr"},{"type":"paragraph","text":"Mr. Gatsch currently holds Series 7, 24, and 66 licenses with FINRA.","spans":[{"start":62,"end":67,"type":"hyperlink","data":{"link_type":"Web","url":"https:\/\/www.finra.org\/newhome?mrasn=1219673.1511345.vVx0ivEl","target":"_blank"}}],"direction":"ltr"}]}],"affiliate":[{"category":"hedge-funds"},{"category":"private-credit"},{"category":"private-equity"},{"category":"real-estate"},{"category":"infrastructure"},{"category":"venture-capital"}]}},{"id":"ZPW49xEAAC0AY7vP","uid":"amanda-rice-consulting","url":null,"type":"home_affiliates","href":"https:\/\/stonehaven.cdn.prismic.io\/api\/v2\/documents\/search?ref=aZ2lXhIAACoATnVo&q=%5B%5B%3Ad+%3D+at%28document.id%2C+%22ZPW49xEAAC0AY7vP%22%29+%5D%5D","tags":[],"first_publication_date":"2023-09-05T15:12:55+0000","last_publication_date":"2025-08-05T15:12:49+0000","slugs":["amanda-rice-consulting"],"linked_documents":[],"lang":"en-us","alternate_languages":[],"data":{"logo1":{"link_type":"Media","key":"62e96f9a-f9aa-44fb-a394-267379e5d631","kind":"image","id":"ZPdFXhEAAC4AalfZ","url":"https:\/\/images.prismic.io\/stonehaven\/6741896b-a01d-45a1-a98c-8887f6a548b8_Amanda+Rice+Consulting+Logo+%281%29.png?auto=compress,format","name":"Amanda Rice Consulting Logo (1).png","size":"10159","width":"1280","height":"720"},"name":[{"type":"paragraph","text":"Amanda Rice Consulting","spans":[]}],"location":[{"type":"paragraph","text":"Austin, TX","spans":[]}],"strategy_focus":[{"type":"paragraph","text":"Hedge Fund, Private Equity and Venture Capital Fund.","spans":[]}],"website":[],"poc":[{"name1":[{"type":"paragraph","text":"Amanda Rice","spans":[]}],"tag":[{"type":"paragraph","text":"CEO","spans":[]}],"linkedin":[{"type":"paragraph","text":"https:\/\/www.linkedin.com\/in\/amanda-rice-52775017\/","spans":[]}],"photo":{"link_type":"Media","key":"f8d8bb34-09f3-4bd6-9082-0ca4288703a4","kind":"image","id":"ZPW4tREAACkAY7qy","url":"https:\/\/images.prismic.io\/stonehaven\/bba76e15-86a5-48f5-b63a-1b03634de0d9_Amanda+Rice+Headshot.jpg?auto=compress,format","name":"Amanda Rice Headshot.jpg","size":"28356","width":"512","height":"512"},"description1":[{"type":"paragraph","text":"Amanda Rice is the Chief Executive Officer of Amanda Rice Consulting, LLC. ","spans":[],"direction":"ltr"},{"type":"paragraph","text":"","spans":[],"direction":"ltr"},{"type":"paragraph","text":"Amanda Rice Consulting focuses efforts on capital-raising activities for a wide array of alternative investment managers. As the CEO of Amanda Rice Consulting, Ms. Rice utilizes her expertise in business development, finance, and analytics to offer strategic guidance and solutions to alternative asset managers. Throughout her extensive 20-year career in the finance industry, she has cultivated strong connections with investors, clients, and partners across various verticals and regions. ","spans":[],"direction":"ltr"},{"type":"paragraph","text":"","spans":[],"direction":"ltr"},{"type":"paragraph","text":"Ms. Rice also held the role of Director of Investor Relations and Business Development at both Maltese Capital Management and Amici Capital. 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Emphasizing the importance of collaboration, she believes in empowering diverse and talented teams to achieve their aspirations and unlock their full potential.","spans":[],"direction":"ltr"},{"type":"paragraph","text":"","spans":[],"direction":"ltr"},{"type":"paragraph","text":"In 2017, utilizing her network and extensive personal & professional experience, Amanda founded The Chick Mission\u00a0\u2014 a non-profit organization dedicated to changing the lives of women newly diagnosed with cancer in real time. The organization is focused on educating patients about the effects of cancer treatment on fertility, providing need-based grants to hundreds of women to cover the cost of egg freezing and they are very active in advocacy efforts to change the landscape for young adults with cancer. 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Based in Santiago, Chile, he pioneered the region for a publicly traded NY Fintech company, scaling their business from ground zero to ~10% of global revenue and positioning them as a market leader in LATAM.\u00a0During this chapter of his career, Mr. Edmunds worked closely with the global alternative asset and advisor community to provide fundraising, reporting, and corporate development solutions using cutting-edge technology. Throughout this journey, he has amassed an expansive network across North and South America and a deep understanding of the dealmaking ecosystem.\u00a0After spending more than a decade facilitating the region\u2019s most emblematic strategic transactions through innovative technology, he continued to gain experience in different contexts. He spearheaded capital raising for a promising startup and worked as an in-house resource for an emerging and diverse fund manager specializing in real estate and supply chain investments. This unique International journey and versatile exposure to the M&A and capital markets landscape inspired the creation of AmeriBridge Capital.","spans":[],"direction":"ltr"},{"type":"paragraph","text":"Mr. Edmunds holds an undergraduate degree from James Madison University, where he acquired a dual degree (BBA) in Finance and Spanish. During that time, he also studied in Spain at the Universidad de Salamanca and Universidad de Complutense de Madrid. He holds his postgraduate degree, an MBA, from the Universidad Adolfo Iba\u00f1ez in Santiago, Chile.","spans":[],"direction":"ltr"},{"type":"paragraph","text":"Mr. Edmunds holds SIE, Series 63, and 82 registrations with FINRA.","spans":[{"start":60,"end":65,"type":"hyperlink","data":{"link_type":"Web","url":"https:\/\/www.finra.org\/newhome?mrasn=1219673.1511345.vVx0ivEl","target":"_blank"}}],"direction":"ltr"}]}],"affiliate":[{"category":"private-credit"},{"category":"private-equity"},{"category":"real-estate"},{"category":"infrastructure"},{"category":"venture-capital"}]}},{"id":"YjBajBIAACIAu4Ku","uid":"arboreal-capital-llc","url":null,"type":"home_affiliates","href":"https:\/\/stonehaven.cdn.prismic.io\/api\/v2\/documents\/search?ref=aZ2lXhIAACoATnVo&q=%5B%5B%3Ad+%3D+at%28document.id%2C+%22YjBajBIAACIAu4Ku%22%29+%5D%5D","tags":[],"first_publication_date":"2022-03-15T10:47:41+0000","last_publication_date":"2025-08-05T15:00:24+0000","slugs":["arboreal-capital-llc"],"linked_documents":[],"lang":"en-us","alternate_languages":[],"data":{"logo1":{"link_type":"Media","key":"5b1b1560-7690-4dd0-8f42-9308db9d2e09","kind":"image","id":"YvFZlRIAAC0AAMj5","url":"https:\/\/images.prismic.io\/stonehaven\/5f6bea68-47f9-49bd-914e-07c3d5abeb1c_Arboreal.png?auto=compress,format","name":"Arboreal.png","size":"228323","width":"1440","height":"234"},"name":[{"type":"paragraph","text":"Arboreal Capital LLC","spans":[]}],"location":[{"type":"paragraph","text":"Sandy, UT","spans":[]}],"strategy_focus":[{"type":"paragraph","text":"Direct deals","spans":[]}],"website":[{"type":"paragraph","text":"https:\/\/www.arborealcap.com\/","spans":[]}],"poc":[{"name1":[{"type":"paragraph","text":"Sean Lenz, CFA","spans":[],"direction":"ltr"}],"tag":[{"type":"paragraph","text":"Co-Founder and Managing Director","spans":[]}],"linkedin":[{"type":"paragraph","text":"https:\/\/www.linkedin.com\/in\/slenz\/","spans":[]}],"photo":{"link_type":"Media","key":"cd9e1065-3501-4395-bf93-b40e3dfb7e5b","kind":"image","id":"YjBYihIAACAAu3pd","url":"https:\/\/images.prismic.io\/stonehaven\/6109dc3a-2a1b-4b82-8566-ffee452b68e8_linkedin+Photo.jpg?auto=compress,format","name":"linkedin Photo.jpg","size":"27973","width":"160","height":"175"},"description1":[{"type":"paragraph","text":"Mr. Sean Lenz is a Co-Founder and Managing Director of Arboreal Capital LLC.\u00a0Mr. Lenz specializes in raising institutional capital for real estate sponsors, real estate projects, and other real asset investment opportunities.\u00a0He also specializes in raising capital for social and environmental impact opportunities.","spans":[]},{"type":"paragraph","text":"In Mr. Lenz\u2019s previous roles as a senior member of the real estate investment banking groups at Sutter Securities, Salem Partners, Cantor Fitzgerald, and BMO Capital Markets, Mr. Lenz has advised senior management teams on over $10 billion in merger, reverse merger, and divestiture transactions and more than $10 billion in debt and equity financings for public and private REITs, private real estate operators and developers and funds. 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","spans":[]},{"type":"paragraph","text":"Mr. Magowan is an honors graduate with a Bachelor of Arts from Harvard University and earned a Master of Business Administration from the International Institute for Management Development (IMD).\u00a0 ","spans":[]},{"type":"paragraph","text":"Mr. Magowan holds Series 7 and 63 registrations with FINRA.","spans":[{"start":53,"end":58,"type":"hyperlink","data":{"link_type":"Web","url":"http:\/\/finra.org\/"}}]}]},{"name1":[{"type":"paragraph","text":"Alvaro Neto","spans":[],"direction":"ltr"}],"tag":[{"type":"paragraph","text":"Director","spans":[],"direction":"ltr"}],"linkedin":[{"type":"paragraph","text":"https:\/\/www.linkedin.com\/in\/alvaro-simoes-de-oliveira-neto-49307458\/","spans":[],"direction":"ltr"}],"photo":{"link_type":"Media","key":"221b8392-f0a1-48c7-927d-08c933db3d2b","kind":"image","id":"Zyjwfq8jQArT0K44","url":"https:\/\/images.prismic.io\/stonehaven\/Zyjwfq8jQArT0K44_AlvaroNeto%27sHeadshot-1-.jpg?auto=format,compress?auto=compress,format","name":"Alvaro Neto's Headshot (1).jpg","size":"107294","width":"800","height":"800"},"description1":[{"type":"paragraph","text":"Mr. Alvaro Neto is a Director at Arboreal Capital LLC and focuses on due diligence and new ventures.","spans":[],"direction":"ltr"},{"type":"paragraph","text":"Arboreal Capital, LLC, focuses on early-stage technology ventures in global real assets and infrastructure, as well as health finance. They support projects and companies that are nature positive, climate mitigating, and community-building.","spans":[],"direction":"ltr"},{"type":"paragraph","text":"Before joining the Arboreal team, Mr. Neto was part of the Private Equity Group at Goldman Sachs. During his time at GS, he was able to champion the group's first direct investment in the leading native species reforestation company in Brazil. He also analyzed various high-impact private equity investments in Emerging and Frontier Markets.","spans":[],"direction":"ltr"},{"type":"paragraph","text":"Mr. Neto graduated with a Bachelor of Arts in Economics with honors from Columbia University.","spans":[],"direction":"ltr"},{"type":"paragraph","text":"Mr. Neto holds Series 7 and 63 registrations with FINRA.","spans":[{"start":50,"end":55,"type":"hyperlink","data":{"link_type":"Web","url":"http:\/\/finra.org\/","target":"_blank"}}],"direction":"ltr"}]}],"affiliate":[{"category":null}]}},{"id":"YbJURhEAACEABWmd","uid":"aureate-capital-llc","url":null,"type":"home_affiliates","href":"https:\/\/stonehaven.cdn.prismic.io\/api\/v2\/documents\/search?ref=aZ2lXhIAACoATnVo&q=%5B%5B%3Ad+%3D+at%28document.id%2C+%22YbJURhEAACEABWmd%22%29+%5D%5D","tags":[],"first_publication_date":"2021-12-09T19:08:57+0000","last_publication_date":"2025-09-15T12:44:18+0000","slugs":["aureate-capital"],"linked_documents":[],"lang":"en-us","alternate_languages":[],"data":{"logo1":{"link_type":"Media","key":"15e60422-2aa6-49d0-a2af-67a700165e25","kind":"image","id":"ZythG68jQArT0SZ9","url":"https:\/\/images.prismic.io\/stonehaven\/ZythG68jQArT0SZ9_AureateCapitalLogo.png?auto=format,compress?auto=compress,format","name":"Aureate Capital Logo.png","size":"29212","width":"693","height":"679"},"name":[{"type":"paragraph","text":"Aureate Capital","spans":[]}],"location":[{"type":"paragraph","text":"Healdsburg, CA","spans":[]}],"strategy_focus":[{"type":"paragraph","text":"Hedge Funds, Private Equity, Real Estate, Venture Capital, Direct Deals","spans":[]}],"website":[],"poc":[{"name1":[{"type":"paragraph","text":"Austin Milliken, FRM","spans":[],"direction":"ltr"}],"tag":[{"type":"paragraph","text":"Founder & Managing Partner","spans":[]}],"linkedin":[{"type":"paragraph","text":"https:\/\/www.linkedin.com\/in\/austinmilliken\/","spans":[]}],"photo":{"link_type":"Media","key":"565eae42-45e5-47b0-9f4d-4fbcbb1c6f83","kind":"image","id":"YbovmREAACIAGi_R","url":"https:\/\/images.prismic.io\/stonehaven\/55163d26-dc07-4739-816d-c08163ba179b_Austin.jpeg?auto=compress,format","name":"Austin.jpeg","size":"117066","width":"600","height":"600"},"description1":[{"type":"paragraph","text":"Mr. Austin Milliken is the Co-founder and Managing Member of Aureate Capital. Aureate Capital is San Francisco Bay-based and provides early-stage cannabis, fintech, crypto, and entertainment companies advisory and capital raising services.","spans":[]},{"type":"paragraph","text":"Mr. Milliken has 20 plus years of experience in trading, asset management, consulting, financial advisory, and capital raising. Most recently he has been working as an HNW investment advisor and portfolio manager. Additionally, he provides fractional CFO services for early-stage companies in the San Francisco Bay Area.","spans":[]},{"type":"paragraph","text":"Mr. Milliken started his career at Montgomery Securities (Banc of America) on the institutional listed trading desk before moving to hedge fund portfolio management. 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","spans":[],"direction":"ltr"},{"type":"paragraph","text":"","spans":[],"direction":"ltr"},{"type":"paragraph","text":"A lifelong New Yorker, Mr. Stecher is active in grassroots Democratic politics nationally and not for profit theatre in New York, likes Lagree method megaformer, and tries to complete at least one 100-mile bike ride per year.","spans":[],"direction":"ltr"},{"type":"paragraph","text":"","spans":[],"direction":"ltr"},{"type":"paragraph","text":"Mr. Stecher holds the Series 7, 24 and 63 registrations with FINRA.","spans":[{"start":61,"end":66,"type":"hyperlink","data":{"link_type":"Web","url":"https:\/\/www.finra.org\/#\/","target":"_blank"}}],"direction":"ltr"}]}],"affiliate":[{"category":"real-estate"},{"category":"venture-capital"}]}},{"id":"Zh5_ahIAAE6IS-5W","uid":"capital-formation-partners","url":null,"type":"home_affiliates","href":"https:\/\/stonehaven.cdn.prismic.io\/api\/v2\/documents\/search?ref=aZ2lXhIAACoATnVo&q=%5B%5B%3Ad+%3D+at%28document.id%2C+%22Zh5_ahIAAE6IS-5W%22%29+%5D%5D","tags":[],"first_publication_date":"2024-04-23T07:47:56+0000","last_publication_date":"2024-04-23T07:47:56+0000","slugs":[],"linked_documents":[],"lang":"en-us","alternate_languages":[],"data":{"logo1":{"link_type":"Media","key":"5003fe29-fb12-4161-9409-bcfbaba886e5","kind":"image","id":"ZiYiJvPdc1huKqvc","url":"https:\/\/images.prismic.io\/stonehaven\/ZiYiJvPdc1huKqvc_CapitalFormationPartnersLOGOFinal.jpg?auto=format,compress?auto=compress,format","name":"Capital Formation Partners LOGO Final.jpg","size":"8194","width":"399","height":"378"},"name":[{"type":"paragraph","text":"Capital Formation Partners","spans":[],"direction":"ltr"}],"location":[{"type":"paragraph","text":"New York, NY","spans":[],"direction":"ltr"}],"strategy_focus":[{"type":"paragraph","text":"Hedge Funds, Private Credit, Private Equity, Real Estate, Infrastructure, Venture Capital, Direct Deals","spans":[],"direction":"ltr"}],"website":[],"poc":[{"name1":[{"type":"paragraph","text":"Adam Kneller","spans":[],"direction":"ltr"}],"tag":[{"type":"paragraph","text":"Founder & Managing Partner","spans":[],"direction":"ltr"}],"linkedin":[{"type":"paragraph","text":"https:\/\/www.linkedin.com\/in\/adamkneller\/","spans":[],"direction":"ltr"}],"photo":{"link_type":"Media","key":"64826ca9-7410-4f4f-bb87-367421785e5d","kind":"image","id":"ZiYom_Pdc1huKqx8","url":"https:\/\/images.prismic.io\/stonehaven\/ZiYom_Pdc1huKqx8_AdamKnellerHeadshot1-Foralltheannouncement-.PNG?auto=format,compress?auto=compress,format","name":"Adam Kneller Headshot 1 (For all the announcement).PNG","size":"813602","width":"1179","height":"1589"},"description1":[{"type":"paragraph","text":"Mr. Adam Kneller is the Founder & Managing Partner of Capital Formation Partners LLC (\u201cCFP\u201d).","spans":[],"direction":"ltr"},{"type":"paragraph","text":"","spans":[],"direction":"ltr"},{"type":"paragraph","text":"Capital Formation Partners LLC (\u201cCFP\u201d) is a newly established, independent institutional business development partner. 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","spans":[],"direction":"ltr"},{"type":"paragraph","text":"","spans":[],"direction":"ltr"},{"type":"paragraph","text":"Though its investor coverage spans investor segment (and geography) and investment strategy and asset class, CFP has niche expertise in: (1) raising money from and managing assets for insurance companies and (2) raising money for all manner of alternative credit strategies and GPs. 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He also boasts a comprehensive knowledge of securities,\ninvestment management, investment banking, pension fund consulting, and alternative funds,\nincluding Private Equity, Venture Capital, and Hedge Funds, as well as an in-depth\nunderstanding of market dynamics and practices. Mr. Miller has consulted numerous public\ncompanies and municipalities on private equity, venture capital investments, asset allocation,\nmanager selection, monitoring, and capital raising in the public and private markets. He has\nserved on several boards of Directors as head of the Compensation Committee and the Risk\nManagement Committee. Mr. Miller also participated in the disposition of one of the\ncompanies.\n\nMr. Miller\u2019s successful career spans over 35 years with leading Wall Street firms (Merrill\nLynch Capital Markets, Credit Suisse First Boston, William Blair and Company, Getty Oil,\nand Loomis Sayles). He was a Partner at TSA Capital Management, a leading Tactical Asset\nAllocation Investment Management firm, and developed their European hedge fund business.\nHis experience encompasses all facets of capital growth, portfolio construction &\ndevelopment, risk management, international financial planning, and trading.\n\nWith proven ability in developing and marketing to a loyal client base of institutional\ninvestors. Mr. Miller has strong business and financial insights, with demonstrated\nproficiency in market analysis, business creation, operational fortitude, and developing and\nimplementing prudent investment strategies. During his career, Mr. Miller has aided in\nfinancial transactions in excess of $40 Billion in various investment assets.\n\nMr. Miller has his Bachelor of Arts from Loyola Marymount University and has received his\nMBA from Marshall School of Business at the University of Southern California.\n\nMr. Miller holds Series 3, 7, 63, and 65 registrations with FINRA.","spans":[]}]}],"affiliate":[{"category":"hedge-funds"},{"category":"private-equity"},{"category":"private-credit"},{"category":"real-estate"},{"category":"infrastructure"},{"category":"venture-capital"}]}},{"id":"YbJHcBEAACAABTRq","uid":"cedar-ridge-capital-llc","url":null,"type":"home_affiliates","href":"https:\/\/stonehaven.cdn.prismic.io\/api\/v2\/documents\/search?ref=aZ2lXhIAACoATnVo&q=%5B%5B%3Ad+%3D+at%28document.id%2C+%22YbJHcBEAACAABTRq%22%29+%5D%5D","tags":[],"first_publication_date":"2021-12-09T18:14:13+0000","last_publication_date":"2022-08-25T10:08:28+0000","slugs":["cedar-ridge-capital-llc"],"linked_documents":[],"lang":"en-us","alternate_languages":[],"data":{"logo1":{"link_type":"Media","key":"c9dc831b-1fc1-4c8a-a58f-cdfa79804105","kind":"image","id":"YvOTNxEAACsAh5l-","url":"https:\/\/images.prismic.io\/stonehaven\/cab36f29-dae2-4591-8c85-eade0f25580b_Cedar+Ridge+Capital+LLC.png?auto=compress,format","name":"Cedar Ridge Capital LLC.png","size":"37812","width":"200","height":"207"},"name":[{"type":"paragraph","text":"Cedar Ridge Capital, LLC","spans":[]}],"location":[{"type":"paragraph","text":"New York, NY","spans":[]}],"strategy_focus":[{"type":"paragraph","text":"Private Equity, Private Credit, Real Estate, Venture, Hedge Funds, Direct Deals, Film Finance, Secondaries","spans":[]}],"website":[],"poc":[{"name1":[{"type":"paragraph","text":"Joe Azzaro, CFA","spans":[]}],"tag":[{"type":"paragraph","text":"Managing Partner & Founder","spans":[]}],"linkedin":[{"type":"paragraph","text":"https:\/\/www.linkedin.com\/in\/joe-azzaro-cfa\/","spans":[]}],"photo":{"link_type":"Media","key":"fdd404ef-3aa7-41f2-a66a-bff47c1c5e39","kind":"image","id":"YbopDhEAAB4AGhE_","url":"https:\/\/images.prismic.io\/stonehaven\/18003541-ec45-4352-8508-b23d849722b1_Joe.jpeg?auto=compress,format","name":"Joe.jpeg","size":"36679","width":"495","height":"495"},"description1":[{"type":"paragraph","text":"Joe Azzaro is the Managing Director of Cedar Ridge Capital, LLC. Mr. Azzaro focuses his efforts on capital raising activities for alternative investment managers and has a personal interest in impact oriented strategies.","spans":[]},{"type":"paragraph","text":"Prior to establishing Cedar Ridge Capital, LLC, Mr. Azzaro served as a Managing Director for 360 One Firm Capital, LLC. Prior to that he was the Managing Director and Head of Business Development at PhaseCapital, a quantitative macro fund. Mr. Azzaro manages institutional relationships and has significant experience in credit and security analysis. Prior to joining PhaseCapital, Mr. Azzaro was a Director of alternative investment sales at Stonehaven, a leading placement agent. Prior to Stonehaven, Mr. Azzaro was an Assistant Vice President in the Credit Risk Management department of Deutsche Bank where he was the primary credit officer on a $700 million leveraged loan portfolio, evaluating the underlying credit risk of new\u00a0\u00a0transactions and monitoring credits for corporate events and overall credit risk. Previously, Mr. Azzaro was an Associate in the Leveraged Loan Portfolio group at Deutsche Bank and served as a junior portfolio manager. In this role, he was responsible for coordinating origination efforts, amendments, and refinancing among leveraged finance, capital markets, credit risk management, and the asset-based lending group.","spans":[]},{"type":"paragraph","text":"Mr. Azzaro earned a B.S. in Finance from the University of Scranton. Mr. Azzaro is a CFA charter holder and member of the CFA Institute, and the New York Society of Security Analysts (NYSSA). ","spans":[]},{"type":"paragraph","text":"Mr. Azzaro holds Series 7, 63, 31, and 3 registrations with\u00a0FINRA.","spans":[{"start":60,"end":65,"type":"hyperlink","data":{"link_type":"Web","url":"https:\/\/www.finra.org\/#\/"}}]}]},{"name1":[],"tag":[],"linkedin":[],"photo":{"link_type":"Media"},"description1":[]}],"affiliate":[{"category":"venture-capital"},{"category":"private-equity"},{"category":"private-credit"},{"category":"hedge-funds"}]}},{"id":"YbJJQxEAACEABTsv","uid":"changing-alpha-strategies-llc","url":null,"type":"home_affiliates","href":"https:\/\/stonehaven.cdn.prismic.io\/api\/v2\/documents\/search?ref=aZ2lXhIAACoATnVo&q=%5B%5B%3Ad+%3D+at%28document.id%2C+%22YbJJQxEAACEABTsv%22%29+%5D%5D","tags":[],"first_publication_date":"2021-12-09T18:22:02+0000","last_publication_date":"2023-06-22T10:27:24+0000","slugs":["changing-alpha-strategies-llc"],"linked_documents":[],"lang":"en-us","alternate_languages":[],"data":{"logo1":{"link_type":"Media","key":"6fc30856-2edc-43ab-a5da-0e99d4798379","kind":"image","id":"YbJIRBEAACIABTg6","url":"https:\/\/images.prismic.io\/stonehaven\/51905497-f236-46e0-aaaa-a4b33f589ef2_changing+alpha+strategies-01.png?auto=compress,format","name":"changing alpha strategies-01.png","size":"13651","width":"675","height":"232"},"name":[{"type":"paragraph","text":"Changing Alpha Strategies, LLC","spans":[]}],"location":[{"type":"paragraph","text":"South Orange, NJ","spans":[]}],"strategy_focus":[{"type":"paragraph","text":"Hedge Funds, Direct Deals","spans":[]}],"website":[],"poc":[{"name1":[{"type":"paragraph","text":"Dan Hubscher","spans":[]}],"tag":[{"type":"paragraph","text":"Managing Partner & Founder","spans":[]}],"linkedin":[{"type":"paragraph","text":"https:\/\/www.linkedin.com\/in\/danhubscher\/","spans":[]}],"photo":{"link_type":"Media","key":"e61def17-8901-4bc6-9c32-2903e4e89d4f","kind":"image","id":"YbojzxEAACEAGfzF","url":"https:\/\/images.prismic.io\/stonehaven\/4157a1ef-b7a0-4ddb-87eb-4b4e1cc6cf1c_Dan.jpeg?auto=compress,format","name":"Dan.jpeg","size":"27756","width":"429","height":"429"},"description1":[{"type":"paragraph","text":"Dan Hubscher is the Founder and Managing Partner of Changing Alpha Strategies, LLC, sourcing and selling compelling private opportunities to qualified investors. 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","spans":[]},{"type":"paragraph","text":"Mr. Hubscher\u2019s prior consulting work with Changing Market Strategies LLC includes business development for Battle of the Quants worldwide, sales for QuantZ Machine Intelligence Technologies, advisor, and Chief Marketing Officer at DataAxxis, and hedge fund research and trading technology media relations roles.\u00a0 ","spans":[]},{"type":"paragraph","text":"Previously, Mr. Hubscher was the Director of Marketing and Strategy at Object Trading. \u00a0Mr. Hubscher was the Industry Marketing Manager for Capital Markets at Progress Software, and held various sales, marketing, and product roles at BT Radianz. Mr. Hubscher is a dual-degree graduate of the University of Pennsylvania. Mr. Hubscher has a B.S. in Economics from the Wharton School of Business, and a B.S.E. in Mechanical Engineering and Applied Mechanics from the School of Engineering and Applied Sciences. ","spans":[]},{"type":"paragraph","text":"Mr. Hubscher currently holds Series 7, 31, and 63 licenses registrations with FINRA.","spans":[{"start":78,"end":83,"type":"hyperlink","data":{"link_type":"Web","url":"https:\/\/www.finra.org\/","target":"_blank"}}]}]}],"affiliate":[{"category":"hedge-funds"}]}},{"id":"YfLGchAAACAAqw7l","uid":"confero-capital-llc","url":null,"type":"home_affiliates","href":"https:\/\/stonehaven.cdn.prismic.io\/api\/v2\/documents\/search?ref=aZ2lXhIAACoATnVo&q=%5B%5B%3Ad+%3D+at%28document.id%2C+%22YfLGchAAACAAqw7l%22%29+%5D%5D","tags":[],"first_publication_date":"2022-01-27T16:21:45+0000","last_publication_date":"2025-01-13T11:48:29+0000","slugs":["confero-capital-llc"],"linked_documents":[],"lang":"en-us","alternate_languages":[],"data":{"logo1":{"link_type":"Media","key":"51aa0ed1-df5f-47b0-b03c-a7c11f66dcd9","kind":"image","id":"YfLFphAAACEAqwsn","url":"https:\/\/images.prismic.io\/stonehaven\/f99d5f84-af21-4a46-98e4-3ebcd429d963_Confero+Capital+logo.png?auto=compress,format","name":"Confero Capital logo.png","size":"35499","width":"454","height":"164"},"name":[{"type":"paragraph","text":"Confero Capital LLC","spans":[]}],"location":[{"type":"paragraph","text":"Boston, MA ","spans":[]}],"strategy_focus":[{"type":"paragraph","text":"Private Credit, Private Equity, Real Estate, Infrastructure, Venture Capital, Direct Deals","spans":[]}],"website":[{"type":"paragraph","text":"https:\/\/conferocapital.com\/","spans":[]}],"poc":[{"name1":[{"type":"paragraph","text":"Jay Allen","spans":[]}],"tag":[{"type":"paragraph","text":"Founder & Managing Partner","spans":[]}],"linkedin":[{"type":"paragraph","text":"https:\/\/www.linkedin.com\/in\/jayallen4\/","spans":[]}],"photo":{"link_type":"Media","key":"108bd928-dadc-4dd9-8c48-aaf5710fdda6","kind":"image","id":"YuqXfBEAAC8AhZRw","url":"https:\/\/images.prismic.io\/stonehaven\/175eeec6-085b-4fb5-9fab-297c00abf7d3_Confero+-+Jay.png?auto=compress,format","name":"Confero - Jay.png","size":"238156","width":"500","height":"500"},"description1":[{"type":"paragraph","text":"Mr. Jay Allen is the Founder and Managing Partner of Confero Capital LLC. 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He has\u00a0extensive experience in fund due diligence, manager and founder coaching, and closing complex sales cycles, from initial intros to roadshows to successful closings.","spans":[],"direction":"ltr"},{"type":"paragraph","text":"","spans":[],"direction":"ltr"},{"type":"paragraph","text":"Throughout his career, Mr. Mitchell has fostered robust connections with a diverse array of institutional investors, with a strong focus on family offices. 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He is recognized as a seasoned advisor and principal who has structured and negotiated asset and stock sales, leveraged and management buyouts, recapitalizations, and corporate restructurings across manufacturing, distribution, healthcare, business services, forest products, and airlines.\u00a0","spans":[],"direction":"ltr"},{"type":"paragraph","text":"Prior to co-founding Crown Point Partners in 2022, Mr. Adams was a senior partner for 28 years at Veber Partners, including 10 years as co-owner of the firm. Earlier in his career, he held leadership roles with PacifiCorp Financial Services in Portland and New York, and Oregon Bank\/Security Pacific Bank, where he specialized in international and commercial banking.\u00a0","spans":[],"direction":"ltr"},{"type":"paragraph","text":"Mr. Adams began his professional career as an instructor and research advisor at the University of Oregon and the Oregon Institute of Marine Biology before transitioning into land-use and environmental planning.\u00a0","spans":[],"direction":"ltr"},{"type":"paragraph","text":"In addition to his professional work, Mr. Adams has served on the boards of CRU Data Security Group, Mass Ingenuity, International Composites Corp, CrossCurrent, Northwest Polymers, and Pony Lumber. He has also served on the board of Associated Oregon Industries and as a Trustee of the Lutheran Family Service Foundation.\u00a0","spans":[],"direction":"ltr"},{"type":"paragraph","text":"Mr. Adams earned a bachelor\u2019s degree in Geography from California State Polytechnic University, Humboldt, a master\u2019s degree in Geography from the University of Oregon, and an MBA in Finance from the University of Oregon, where he was a Beta Gamma Sigma Scholar.\u00a0","spans":[],"direction":"ltr"},{"type":"paragraph","text":"Mr. Adams holds Series 7 and 63 registrations with FINRA.\u00a0","spans":[{"start":51,"end":56,"type":"hyperlink","data":{"link_type":"Web","url":"https:\/\/www.finra.org\/newhome?mrasn=1219673.1511345.vVx0ivEl","target":"_blank"}}],"direction":"ltr"}]}],"affiliate":[{"category":"private-equity"},{"category":"venture-capital"}]}},{"id":"aCWspBIAACoAt94t","uid":"deering-capital-llc","url":null,"type":"home_affiliates","href":"https:\/\/stonehaven.cdn.prismic.io\/api\/v2\/documents\/search?ref=aZ2lXhIAACoATnVo&q=%5B%5B%3Ad+%3D+at%28document.id%2C+%22aCWspBIAACoAt94t%22%29+%5D%5D","tags":[],"first_publication_date":"2025-05-15T09:00:28+0000","last_publication_date":"2025-08-13T11:58:57+0000","slugs":["deering-capital-llc"],"linked_documents":[],"lang":"en-us","alternate_languages":[],"data":{"logo1":{"link_type":"Media","key":"d490b5e4-8698-4318-90b0-effa6e4ad8eb","kind":"image","id":"aCWoeidWJ-7kSJTy","url":"https:\/\/images.prismic.io\/stonehaven\/aCWoeidWJ-7kSJTy_DeeringCapitalLogo2_Page1-1-.jpg?auto=format,compress?auto=compress,format","name":"Deering Capital Logo 2_Page1 (1).jpg","size":"55554","width":"1056","height":"1056"},"name":[{"type":"paragraph","text":"Deering Capital LLC","spans":[],"direction":"ltr"}],"location":[{"type":"paragraph","text":"Miami, FL","spans":[],"direction":"ltr"}],"strategy_focus":[{"type":"paragraph","text":"Private Credit, Private Equity, Real Estate, Infrastructure, and Direct Deals","spans":[],"direction":"ltr"}],"website":[{"type":"paragraph","text":"deeringcapital.com","spans":[],"direction":"ltr"}],"poc":[{"name1":[{"type":"paragraph","text":"Irving Padron, CPA","spans":[],"direction":"ltr"}],"tag":[{"type":"paragraph","text":"Founder & CEO","spans":[],"direction":"ltr"}],"linkedin":[{"type":"paragraph","text":"https:\/\/www.linkedin.com\/in\/irvingpadron\/","spans":[],"direction":"ltr"}],"photo":{"link_type":"Media","key":"55a436c8-1a3d-43c4-ab18-1ad788bff3e0","kind":"image","id":"aCWrPydWJ-7kSJZt","url":"https:\/\/images.prismic.io\/stonehaven\/aCWrPydWJ-7kSJZt_IrvingPadronHeadshot-2-.png?auto=format,compress?auto=compress,format","name":"Irving Padron Headshot (2).png","size":"766631","width":"901","height":"1279"},"description1":[{"type":"paragraph","text":"Mr. Irving Padron is the Founder & CEO of Deering Capital LLC, a Miami based capital-raising firm focused on commercial and residential real estate opportunities.\u00a0\n\u00a0\nMr. Padron is also the CEO of Deering Companies, a real estate investment and advisory firm representing entrepreneurial developers and operators, ultra-high-net-worth individuals, and family offices. 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Prior to Sotheby\u2019s and Engel & Voelkers, Mr. Padron was Senior Vice President and CFO at Terremark, including during its initial public listing (Nasdaq, exit $1.8B). Terremark was a leading commercial real estate developer and technology infrastructure provider with over 5 million square feet under management and development. Mr. Padron began his career at KPMG, specializing in international real estate clients, and became the firm's youngest real estate Audit Manager.\u00a0\n\u00a0\nMr. Padron earned his BBA and MBA from the University of Miami. 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Deering Companies is co-developing a $350M portfolio of ultra-luxury single-family homes, with an average asking price of $30M, and advising on over $8B in high-end mixed-use commercial developments in US gateway cities. 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Her background spans startup operations, family offices, and investor communications, and she is known for her thoughtful, founder-first approach and her ability to bridge vision with funding.","spans":[],"direction":"ltr"},{"type":"paragraph","text":"Ms. Green earned her degree from Arizona State University and is based in New York City. 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Mr. Fields has over 20 years experience as an institutional sales professional, introducing investment solutions to institutional clients across a wide range of alternative products.","spans":[]},{"type":"paragraph","text":"Prior to founding Engild, Mr. Fields was a Principal at The Abraaj Group, where he covered fundraising and investor relations across North America. Prior to joining The Abraaj Group, he was a Managing Director with PineBridge Investments (and its predecessor entity AIG Investments). Mr. Fields has successfully raised over one billion in fund commitments in various private capital strategies including venture, growth, buyout, secondaries, emerging markets, infrastructure, and hedge funds. Prior to AIG\/Pinebridge Mr. Fields was a Managing Director in institutional fixed income sales with Bear Stearns & Co, and before that he was with the auditing team of KPMG (f\/k\/a Peat Marwick & Mitchell).","spans":[]},{"type":"paragraph","text":"Mr. Fields received his MBA in Finance from The Wharton School, University of Pennsylvania and a BA in Accounting from Pace University. He holds both the Chartered Financial Analyst (CFA) and Chartered Alternative Investment Analyst (CAIA) designations. He is also a Certified Public Accountant (CPA). 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Park Lane was founded in 2005 to facilitate the purchase and sales of professional sports teams as well as the financing of early and late-stage sports-based businesses.","spans":[],"direction":"ltr"},{"type":"paragraph","text":"","spans":[],"direction":"ltr"},{"type":"paragraph","text":"Mr. Kline brings a broad background of professional sports experience, investment banking expertise, and industry knowledge to Park Lane. He has advised on M&A transactions in all the major sports and he has also been instrumental in obtaining financing for many early-stage sports-based businesses.","spans":[],"direction":"ltr"},{"type":"paragraph","text":"","spans":[],"direction":"ltr"},{"type":"paragraph","text":"Mr. Kline is currently a member of the Stanford Executive Circle, Young Presidents Organization (YPO), the Association of Corporate Growth, the NFLPA, and the NFL Retired Players Association. In 2013, at the age of 36, Mr. Kline was named to The M&A Advisor\u2019s 40 Under 40 list. 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He serves on the Board of Directors of the Navy SEAL Family Foundation and is very active in fundraising efforts for Special Forces and Special Operations Forces.","spans":[],"direction":"ltr"},{"type":"paragraph","text":"","spans":[],"direction":"ltr"},{"type":"paragraph","text":"Mr. Kline attended San Diego State University, where he majored in Psychology, and the Business Management & Entrepreneurship Program at the Stanford Graduate School of Business. ","spans":[],"direction":"ltr"},{"type":"paragraph","text":"","spans":[],"direction":"ltr"},{"type":"paragraph","text":"Mr. Kline currently holds Series 7 and 63 registrations with FINRA.","spans":[{"start":61,"end":66,"type":"hyperlink","data":{"link_type":"Web","url":"http:\/\/www.finra.org","target":"_blank"}}],"direction":"ltr"}]},{"name1":[{"type":"paragraph","text":"Sean Clemens","spans":[]}],"tag":[{"type":"paragraph","text":"Managing Director and Partner","spans":[],"direction":"ltr"}],"linkedin":[{"type":"paragraph","text":"https:\/\/www.linkedin.com\/in\/sean-clemens-28610020\/","spans":[]}],"photo":{"link_type":"Media","key":"6365dfb4-9c76-4fad-ba1c-85e86a8d7ea5","kind":"image","id":"YbotyBEAACAAGicw","url":"https:\/\/images.prismic.io\/stonehaven\/f50beaa1-bd3d-4129-b3dc-55b75300fe05_sean.jpeg?auto=compress,format","name":"sean.jpeg","size":"42608","width":"450","height":"450"},"description1":[{"type":"paragraph","text":"Mr. Sean Clemens is a Managing Director and Partner at Park Lane.","spans":[],"direction":"ltr"},{"type":"paragraph","text":"","spans":[],"direction":"ltr"},{"type":"paragraph","text":"Park Lane was founded in 2005 and is a leader in professional sports M&A, early-stage capital raising, and 3rd\u202fparty marketing for some of the most prominent asset managers in the United States.\u00a0","spans":[],"direction":"ltr"},{"type":"paragraph","text":"","spans":[],"direction":"ltr"},{"type":"paragraph","text":"Mr. Clemens joined Park Lane in 2009 and oversees Park Lane\u2019s mergers and acquisitions practice, advising on sell-side and buy-side mandates while working primarily with clients including sports leagues, teams, and companies at the intersection of sports, media, technology, and consumer products. In addition to his leadership role in sports M&A, he is actively involved in the firm\u2019s strategy, deal review, capital raising transactions, valuations, and due diligence, among other service offerings and responsibilities.","spans":[],"direction":"ltr"},{"type":"paragraph","text":"","spans":[],"direction":"ltr"},{"type":"paragraph","text":"Mr. Clemens has worked on transactions across all major American sports leagues, European soccer, action sports, golf, lacrosse, rugby, esports, emerging leagues, and minor league sports, and spanning a wide range of sports-based businesses. 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He currently resides in Southern California.","spans":[],"direction":"ltr"},{"type":"paragraph","text":"","spans":[],"direction":"ltr"},{"type":"paragraph","text":"Mr. Hartzell holds Series 7 and 63 registrations with FINRA.","spans":[{"start":54,"end":59,"type":"hyperlink","data":{"link_type":"Web","url":"https:\/\/www.finra.org\/newhome?mrasn=1219673.1511345.vVx0ivEl","target":"_blank"}}],"direction":"ltr"}]},{"name1":[{"type":"paragraph","text":"Bianca Medici","spans":[]}],"tag":[{"type":"paragraph","text":"CFO","spans":[],"direction":"ltr"}],"linkedin":[{"type":"paragraph","text":"https:\/\/www.linkedin.com\/in\/bianca-medici-ab501b35\/","spans":[]}],"photo":{"link_type":"Media","key":"4bbeb8f5-8de1-4073-bf43-3b08985cb5a1","kind":"image","id":"YbAabRAAACIAznys","url":"https:\/\/images.prismic.io\/stonehaven\/3a10a983-215e-4933-9367-23a297c4fae9_bianca.jpg?auto=compress,format","name":"bianca.jpg","size":"15056","width":"248","height":"248"},"description1":[{"type":"paragraph","text":"Ms. Bianca Medici serves as Park Lane\u2019s CFO.","spans":[],"direction":"ltr"},{"type":"paragraph","text":"","spans":[],"direction":"ltr"},{"type":"paragraph","text":"Park Lane was founded in 2005 and is a leader in professional sports M&A, early-stage capital raising, and 3rd\u202fparty marketing for some of the most prominent asset managers in the United States.","spans":[],"direction":"ltr"},{"type":"paragraph","text":"","spans":[],"direction":"ltr"},{"type":"paragraph","text":"Ms. Medici is responsible for supporting the accounting and cash management activities of Park Lane and the portfolio companies. 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","spans":[{"start":73,"end":88,"type":"em"},{"start":169,"end":184,"type":"em"}],"direction":"ltr"},{"type":"paragraph","text":"","spans":[],"direction":"ltr"},{"type":"paragraph","text":"Mr. David currently holds Series 7 and 63 registrations with FINRA.","spans":[{"start":61,"end":66,"type":"hyperlink","data":{"link_type":"Web","url":"finra.org","target":"_blank"}}],"direction":"ltr"}]}],"affiliate":[{"category":null}]}},{"id":"aW99MxEAACgAiF3j","uid":"the-useful-bruce-llc","url":null,"type":"home_affiliates","href":"https:\/\/stonehaven.cdn.prismic.io\/api\/v2\/documents\/search?ref=aZ2lXhIAACoATnVo&q=%5B%5B%3Ad+%3D+at%28document.id%2C+%22aW99MxEAACgAiF3j%22%29+%5D%5D","tags":[],"first_publication_date":"2026-01-20T13:12:44+0000","last_publication_date":"2026-01-20T13:15:47+0000","slugs":["the-useful-bruce-llc"],"linked_documents":[],"lang":"en-us","alternate_languages":[],"data":{"logo1":{"link_type":"Media","key":"046c65de-03c5-46d1-8dc2-431341970ddc","kind":"image","id":"aW99WgIvOtkhBvIM","url":"https:\/\/images.prismic.io\/stonehaven\/aW99WgIvOtkhBvIM_TheUsefulBrucelogo.png?auto=format,compress?auto=compress,format","name":"The Useful Bruce logo.png","size":"7355","width":"1280","height":"720"},"name":[{"type":"paragraph","text":"The Useful Bruce, LLC","spans":[],"direction":"ltr"}],"location":[{"type":"paragraph","text":"New York, NY","spans":[],"direction":"ltr"}],"strategy_focus":[{"type":"paragraph","text":"Real Estate, Infrastructure, and Direct Deals","spans":[],"direction":"ltr"}],"website":[{"type":"paragraph","text":"theusefulbruce.com","spans":[],"direction":"ltr"}],"poc":[{"name1":[{"type":"paragraph","text":"Bruce Stachenfeld","spans":[],"direction":"ltr"}],"tag":[{"type":"paragraph","text":"Managing Member","spans":[],"direction":"ltr"}],"linkedin":[{"type":"paragraph","text":"https:\/\/www.linkedin.com\/in\/bruce-stachenfeld-27655a14\/","spans":[],"direction":"ltr"}],"photo":{"link_type":"Media","key":"7a2e3511-8c81-4a86-b319-a6a0b59b5751","kind":"image","id":"aW9-DAIvOtkhBvIk","url":"https:\/\/images.prismic.io\/stonehaven\/aW9-DAIvOtkhBvIk_BruceStachenfeld%27sHeadshot-4-.png?auto=format,compress?auto=compress,format","name":"Bruce Stachenfeld's Headshot (4).png","size":"1208596","width":"1086","height":"1096"},"description1":[{"type":"paragraph","text":"Bruce M. 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The team\u2019s fundraising experiences include venture capital, private equity, real estate, direct investments, as well as private credit.\u00a0 Victoria Peak also offers outsourced alternative CIO services to global family offices including the selection, origination, and portfolio management of alternative investments.","spans":[],"direction":"ltr"},{"type":"paragraph","text":"Prior to Co-Founding Victoria Peak Partners, Mr. Philips spent 10 years at Citibank as a Managing Director as the firm\u2019s Asia Head of Private Equity Client Coverage in the Private Bank under the Institutional Client Group. In his role, he was responsible for developing relationships with general partners of private equity firms and their respective funds across Asia. Mr. Philips coordinated with his partners to deliver the Citi Bank platform to the Private Equity asset class to include; subscription facilities, private banking, investment banking, and funds distribution. 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Those public offerings were distributed through Merrill Lynch, PaineWebber, and Smith Barney, had over 35,000 investors, and funded films distributed by Sony\u2019s Columbia Pictures and TriStar Pictures. Mr. Radov previously held positions at Rainbow Programming, a joint venture among Cablevision Systems Corporation, Cox Broadcasting, and Daniels & Associates Mr. Radov also was a director at Winklevoss & Associates. ","spans":[]},{"type":"paragraph","text":"Mr. Radov earned an M.B.A. from The Wharton School of the University of Pennsylvania and holds a B.A. degree from Cornell University.","spans":[]},{"type":"paragraph","text":"Mr. Radov currently holds Series 63 and 82 registrations with\u00a0FINRA.","spans":[{"start":62,"end":67,"type":"hyperlink","data":{"link_type":"Web","url":"https:\/\/www.finra.org\/","target":"_blank"}}]}]}],"affiliate":[{"category":"venture-capital"},{"category":"private-equity"},{"category":"private-credit"},{"category":"real-estate"},{"category":"infrastructure"},{"category":"hedge-funds"}]}},{"id":"aIiliBIAACwAeab1","uid":"wavefront-capital-group-llc","url":null,"type":"home_affiliates","href":"https:\/\/stonehaven.cdn.prismic.io\/api\/v2\/documents\/search?ref=aZ2lXhIAACoATnVo&q=%5B%5B%3Ad+%3D+at%28document.id%2C+%22aIiliBIAACwAeab1%22%29+%5D%5D","tags":[],"first_publication_date":"2025-07-29T12:02:53+0000","last_publication_date":"2025-07-29T12:02:53+0000","slugs":["wavefront-capital-group-llc"],"linked_documents":[],"lang":"en-us","alternate_languages":[],"data":{"logo1":{"link_type":"Media","key":"dcf3c87c-faee-4ff5-add3-f03779c8b501","kind":"image","id":"aIikX1GsbswqTZia","url":"https:\/\/images.prismic.io\/stonehaven\/aIikX1GsbswqTZia_WaveFrontCapitalLogo.png?auto=format,compress?auto=compress,format","name":"Wave Front Capital Logo.png","size":"22990","width":"362","height":"67"},"name":[{"type":"paragraph","text":"Wavefront Capital Group, LLC","spans":[],"direction":"ltr"}],"location":[{"type":"paragraph","text":"Brooklyn, NY","spans":[],"direction":"ltr"}],"strategy_focus":[{"type":"paragraph","text":"Venture Capital and Direct Deals","spans":[],"direction":"ltr"}],"website":[{"type":"paragraph","text":"wavefrontcapitalgroup.com","spans":[],"direction":"ltr"}],"poc":[{"name1":[{"type":"paragraph","text":"Alexandra Esparza","spans":[],"direction":"ltr"}],"tag":[{"type":"paragraph","text":"Founder and Managing Partner","spans":[],"direction":"ltr"}],"linkedin":[{"type":"paragraph","text":"https:\/\/www.linkedin.com\/in\/alex-e-6ba7839\/","spans":[],"direction":"ltr"}],"photo":{"link_type":"Media","key":"03fb0d2b-4541-48a4-b87a-933ce012783b","kind":"image","id":"aIilXVGsbswqTZka","url":"https:\/\/images.prismic.io\/stonehaven\/aIilXVGsbswqTZka_AlexandraEsparza%27sHeadshotUpdated.jpg?auto=format,compress?auto=compress,format","name":"Alexandra Esparza's Headshot Updated.jpg","size":"123359","width":"843","height":"853"},"description1":[{"type":"paragraph","text":"Ms. Alex Esparza is the Founder and Managing Partner of Wavefront Capital Group, LLC.","spans":[],"direction":"ltr"},{"type":"paragraph","text":"The Wavefront Capital Group LLC is a boutique investment bank and advisor focused on providing hands-on, high-touch, collaborative, and comprehensive equity capital raises and advisory services to private mid-market and startup companies.","spans":[],"direction":"ltr"},{"type":"paragraph","text":"The Wavefront team is focused on meeting the needs of private companies in growth-focused verticals with sector expertise across technology, sustainability, consumer goods, and healthcare. 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The Company\u2019s approach seeks to harness the power of its broad network of strategic & institutional investor relationships, along with deep industry thought leadership & insights to help clients expand their businesses.\u00a0","spans":[],"direction":"ltr"},{"type":"paragraph","text":"Before joining XST, Ms. Place was at Hofstra University, earning her undergraduate degree, where she developed a strong foundation in analytical problem-solving and strategic thinking through her honors coursework and experience as a Teaching Assistant.\u00a0","spans":[],"direction":"ltr"},{"type":"paragraph","text":"Ms. Place received a B.B.A. in Accounting from the Rabinowitz Honors College at Hofstra University.\u00a0","spans":[],"direction":"ltr"},{"type":"paragraph","text":"Ms. Place holds the Series 63 and 79 registrations with FINRA.\u00a0","spans":[{"start":56,"end":61,"type":"hyperlink","data":{"link_type":"Web","url":"https:\/\/www.finra.org\/newhome?mrasn=1219673.1511345.vVx0ivEl","target":"_blank"}}],"direction":"ltr"}]},{"name1":[{"type":"paragraph","text":"Maxwell Gover","spans":[],"direction":"ltr"}],"tag":[{"type":"paragraph","text":"Managing Director","spans":[],"direction":"ltr"}],"linkedin":[{"type":"paragraph","text":"https:\/\/www.linkedin.com\/in\/maxwellgover\/","spans":[],"direction":"ltr"}],"photo":{"link_type":"Media","key":"9a2d41d3-3bba-4be8-9712-ea327e32138e","kind":"image","id":"aPYn47pReVYa3d_3","url":"https:\/\/images.prismic.io\/stonehaven\/aPYn47pReVYa3d_3_1516789231528-1-.jpg?auto=format,compress?auto=compress,format","name":"1516789231528 (1).jpg","size":"66992","width":"300","height":"300"},"description1":[{"type":"paragraph","text":"Mr. Maxwell Gover is the Managing Director at XST Capital Group LLC.","spans":[],"direction":"ltr"},{"type":"paragraph","text":"XST Capital Group was founded in 2024 and is focused on serving rapidly growing companies across the digital gaming industry, offering M&A advice, capital raising solutions, and strategy (ex, corporate development). The Company\u2019s approach seeks to harness the power of its broad network of strategic & institutional investor relationships, along with deep industry thought leadership & insights to help clients expand their businesses.\u00a0","spans":[],"direction":"ltr"},{"type":"paragraph","text":"Mr. Gover is an accomplished investment banker and operator with more than 15 years of experience advising leading global companies and growth-stage innovators. He most recently served as Managing Director and Head of Emerging Media Investment Banking at Oppenheimer, where he led coverage of video games, digital media, sports, telecommunications, and associated technology platforms.","spans":[],"direction":"ltr"},{"type":"paragraph","text":"With deep experience across technology, media, and entertainment, Mr. Gover is recognized as a strategic advisor and skilled dealmaker, having advised on over $50 billion of completed transactions during his career. Prior to Oppenheimer, he held senior roles in Wells Fargo\u2019s Technology, Media & Telecommunications group and Morgan Stanley\u2019s Mergers & Acquisitions group.","spans":[],"direction":"ltr"},{"type":"paragraph","text":"In addition to his investment banking career, Mr. Gover was President and CEO of Sparkbox Toy Company, which was acquired by Pley, a Disney-backed startup. 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Daniel Yunheng Zhu of Stamford Capital, LLC Joins Stonehaven’s Affiliate Platform

Benjamin Mandel of Vantage Park Capital, LLC, Joins Stonehaven’s Affiliate Platform

Nina Meyers of The Meyers Group Capital Inc. Joins Stonehaven’s Affiliate Platform

Eric Shipley of Woodmoor Partners LLC Joins Stonehaven’s Affiliate Platform

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Clayton Funk of Signal Strength Advisors, LLC, Joins Stonehaven’s Affiliate Platform

Daniel Yunheng Zhu of Stamford Capital, LLC Joins Stonehaven’s Affiliate Platform

Benjamin Mandel of Vantage Park Capital, LLC, Joins Stonehaven’s Affiliate Platform

Nina Meyers of The Meyers Group Capital Inc. Joins Stonehaven’s Affiliate Platform

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Opportunity™

We have the infrastructure, technology and
community for you to achieve your goals

We have a diverse community of
Affiliate Partners