Pickwick Capital Partners
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Home  > Fund Placement > Services

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 end result is the best alignment of interests on behalf of the client. 

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.

Marketing Services


​Our professionals have the experience and expertise to help clients with marketing material creation and enhancement to help managers best express their strategy to the universe of qualified investors. 
  • Preparation of Offering Memoranda
  • Coordinate Roadshows
  • Guide Investor Processes
  • Assist with Limted Partnership Agreements
  • Complete Due Diligence Requests

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
Disclosure Information
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Pickwick Capital Partners, LLC - Member ​FINRA and SIPC
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  • About Us
    • Our Difference
    • News
  • Capabilities
    • Investment Banking >
      • Overview
      • Services
    • Fund Placement >
      • Overview
      • Services
    • Select Transactions
  • People
    • Executive Team
    • Investment Banking
    • Fund Placement
    • Our Partners
  • Join Us
  • Contact Us