REO Capital is a Private Equity Consulting Firm | Hedge Fund Consulting Firm dedicated to new capital for niche Hedge Funds and Private Equity Funds. REO Capital works with best practice emerging & established managers with track records.
Our Track Record has included Private Equity Levered Buy Out Funds, Private Equity Clean Technology Funds, Private Equity Real Estate Funds, Private Equity Technology Funds, Private Equity Lower Market Funds, Private Equity Middle Market Funds, and various types of Long Short Hedge Funds.
We are experienced professionals with institutional clients in New York, San Francisco, Chicago, Boston, Los Angeles, Washington DC, and other major cities in the United States, as well as International clients located through out Asia in China, Hong Kong, Singapore, London, all of Europe, Canada & UAE.
We service the United States, Europe and Asian Markets for our Capital Introduction. Over the past 4 years we have raised over $1.2 Billion in capital for various types Private Equity Funds, and Hedge Funds.
REO Capital maintains a network of trusted relationships with institutional clients such as Foundations, Family Offices, Endowments, Pensions Consultants, Investment Consultants, Fund of Funds, Private Banks, Sovereign Wealth Funds, and RIA - Registered Investment Advisory firms that represent both ultra high-net-worth investors as well as institutional investors totaling over $40 Trillion in client assets to assist those General Partners in successfully accomplishing their fund raising goals. These distribution channels are far more copious than Third Party Marketers or Placement Agents!
REO Capital typically works with Investment Bankers, Family Offices, Private Equity Firms and Hedge Funds who's Capital Raising needs are from $100 Million to $1 Billion or more for a diversified PE Fund or Hedge Fund. We are a Global Retained Capital Introduction Firm that receives a "Flat Fee" for a capital rendered, with a cost structure lower than Private Placement Agents or Third Party Marketers.
REO Capital , our business model ensures that our clients expectations are met throughout the capital introduction process. Our ability to complete our capital introductions in all market cycles requires a highly disciplined personalized approach and total commitment to the success of our clients. REO Capital uses a personalized approach for each client, unlike "Crowd Funding" which is highly Impersonal.
REO Capital along with Boston Analytics Inc., provides services such as, setting up of the PPM documents, financial modeling, portfolio management liaison service, comparative analysis, competitive analysis, market analysis, sector analysis, & due diligence management before & during your capital raise.
REO Capital makes Introductions for Hedge Fund Managers and Private Equity Fund Managers at all levels. REO Capital complies SEC Rule 3a4-1 as a "finder" and we are not involved in the securities transactions of any fund, We do not give advice on the investments within any fund, We do not receive transaction based compensation or commission based compensation, our Capital Introduction activities are passive, we do not advertise, and finally we are not involved in the investment negotiations of any fund! We are "Finders" who bring qualified investors and issuers together under safe harbor rule 3a4-1 & SEC rule 206(4) - 3. Under rule 3a4-1 as a "Finder" REO Capital's activities do not fall into the category of a "broker - dealer"!
As a “finder” REO Capital complies with SEC Rule 206(4)-3 under the Advisers Act of 1940 Advisers Act regarding “solicitors.” Rule 206(4)-3 establishes a “safe harbor” from investment adviser registration for those persons who, on a recurrent basis and for compensation, refer potential clients to an investment adviser. Such solicitors would be viewed as associated persons of the investment adviser (with respect to their solicitation activities for the investment adviser) and thus would not be required to register individually as investment advisers.
Our professional approach and proven track record in capital introduction has been recognized by Preqin as "International Hedge Fund Award Winner 2013" - "US Consultancy Firm of the Year - Capital Raising"
Offices Located in - Detroit, Sarasota, London, & Hong Kong
