Fund Placement Criteria

BerchWood Partners’ principals have raised capital for funds ranging from US$100 million to US$3 billion. We have engaged in successful fund placement for a variety of funds from first-time funds to vintage VIII in the U.S., Europe, Asia and other emerging markets.

Our Primary Criteria for Evaluating an Assignment:

Organization

  • Ownership / Structure
  • Management
  • Conflicts
  • Stability
  • Culture

Strategy & Process

  • Clarity
  • Vision
  • Consistency of Opportunity
  • Ability to Execute
  • Application
  • Differentiation

Team

  • Experience
  • Skills
  • Motivation
  • Succession

Track Record

  • Relative Return
  • Value-Add
  • Attribution
  • Consistency
  • Relevance

BerchWood Partners is a global placement agent dedicated to raising capital for alternative fund managers

BerchWood Partners is a Registered Broker-Dealer and a member of FINRA and SIPC. BerchWood Partners LLP is authorised and regulated by the Financial Services Authority.