Fund Placement

Fund Placement Services

Pickwick is designed to attract the close coordinated collaboration of senior, seasoned marketing professionals each of whom makes their own choice to join the team selling effort if the investment opportunity is perceived to be exceptional. The result is a senior-led fund placement process designed to align the manager's strategy with the most relevant institutional and private capital allocators.

Fund Placement Advisory

Our professionals have developed a structured fundraising process in order to optimize the efficiency and timing of placing funds for our clients. Pickwick's knowledge of the institutional investor universe allows our group to best qualify the appropriate investment for our clients' individual strategic needs. We have established relationships with a broad range of investors that include:

Family Offices
Corporate Pension Funds
Endowments & Foundations
Sovereign Wealth Funds

Public Pensions
Funds of Funds
Insurance Companies
Asset Management Firms

We achieve results as a team by reaching the broadest group of institutional investors with the strongest, deepest relationship. We organize ourselves and structure our internal incentives such that the best investor relationship always leads the sale and the selling team as a whole benefits when that occurs. Our institutional investor network includes consultants, pensions, foundations & endowments, sovereign wealth funds, funds of funds, wealth managers and family offices.

Ongoing Advisory

In addition to Pickwick's fund placement capabilities, our professionals partner with buyers and sellers seeking transactions or positions in the secondary market. We help partners with direct activities that include:

Secondary Market Valuation
Portfolio Review
Marketing Preparation
Buy-side Mandates

Profit Sharing Structuring
General Partner Restructuring
Due Diligence & Strategy Preparation
Buyer & Seller Identification