VVAM serves investors who own lower middle market businesses via separate accounts and private asset affiliates. Owners of companies valued between $10 million and $100 million often have the majority of their net worth concentrated within their business ownership, creating complex risks and opportunities.
When customizing portfolios for business owners, we leverage our private markets experience to diversify and optimize the unique sources of risk and opportunities created by owning a closely held business.
We place the closely held business asset at the center of the investment process to ensure the owner’s investment portfolio complements and diversifies the risks and rewards of the underlying industries and end markets their businesses serve.