Manager Access. Capital Alignment. Portfolio Integration.
We work with emerging Commodity Trading Advisors (CTAs) to structure, evaluate, and position strategies for sophisticated investor capital, including family offices, QEP investors, and institutional allocators. At the same time, we provide investors with curated access to differentiated, capacity-aware CTA strategies.
The focus is simple: identify high-quality managers early, and align them with the right capital.
What We Do
We operate at the intersection of manager development and allocator portfolio construction.
- Source and diligence emerging CTAs globally
- Evaluate strategy design, execution, and risk controls
- Structure allocations across futures and options strategies
- Integrate managers into diversified CTA portfolios
- Maintain ongoing monitoring and performance review
This is not a database. It is an actively curated platform.
For CTA Managers
We help emerging managers institutionalize and access capital.
Positioning & Strategy Clarity
- Refine strategy articulation for allocator review
- Align messaging with institutional expectations
- Define role within a broader portfolio context
Capital Introduction
- Introductions to family offices and QEP investors
- Alignment with investors seeking emerging manager exposure
- Selective, relationship-driven capital engagement
Structuring & Implementation
- SMA and fund structure guidance
- Fee alignment and capacity positioning
- Execution considerations, including FCM, infrastructure, and reporting
Ongoing Engagement
- Feedback from allocator conversations
- Positioning refinement over time
- Long-term relationship development
We work with a limited number of managers to maintain focus and alignment.
For Investors
We provide access to emerging CTA strategies with defined portfolio roles.
Manager Sourcing
- Early-stage and sub-scale CTAs not broadly accessible
- Systematic and discretionary strategies across asset classes
- Established managers aligned with investor mandate
Due Diligence
- Strategy-level evaluation, not just track record
- Risk framework, execution discipline, and robustness
- Alignment of incentives and operational structure
Portfolio Construction
- Blending of complementary return streams
- Integration with existing portfolios
- Volatility targeting and exposure calibration
Ongoing Monitoring
- Continuous performance and risk review
- Manager communication and transparency
- Portfolio-level oversight
Our Focus
We prioritize managers who demonstrate:
- Clear, repeatable strategy design
- Defined edge in execution or structure
- Discipline in risk management
- Capacity awareness
- Alignment with institutional standards
Most managers we engage are sub-$500M AUM, often significantly smaller.
How We Engage
Engagement is selective and relationship-driven.
- Managers are onboarded following internal review
- Investors are introduced based on fit and mandate
- Allocations are structured with long-term alignment in mind
Platform Philosophy
Emerging CTAs represent a segment of the market where inefficiencies are often more accessible, capacity constraints can preserve edge, and alignment between manager and capital is often strongest.
The goal is not broad exposure. It is targeted allocation to strategies that can scale appropriately.
Access & Inquiries
For manager onboarding or investor access, contact us to discuss fit, structure, and next steps.