Private wealth management · Est. 2018
Our mandate is to protect and grow generational wealth by owning monopolistic companies that dominate thriving industries — with our Chief Investment Officer invested alongside you.
Our thesis
Our research-intensive approach leverages decades of experience and techniques from premier private equity and hedge funds to deliver a better framework for success.
As lifespans extend and families grow, the rising cost of living presents a hidden tax that can meaningfully erode savings. We carefully select high-quality investments that can grow above inflation and thrive throughout economic cycles.
Commissions, taxes, expenses, and fees charged regardless of performance create conflicts that destroy long-run value. As your fiduciary with our own capital committed, we ruthlessly minimize cost frictions to maximize the profits of our partnership.
Faris Jafar, Founder & Chief Investment Officer“Early in my career I was fortunate to have worked at firms that emphasized a culture of integrity – this was a very formative experience for me.
As part of the firm’s culture, the founder insisted on dedicating time to have team lunch everyday. The most powerful advice from those discussions was the importance of partnering with people that you like and trust.
Now that I am the fiduciary for my client-partners, this truth is clearer than ever. I am honored to be in their service and forever grateful for their partnership. The greatest reward above all is the feeling of being trusted.”
What partnership includes
As your partner, we believe fees should be earned by delivering results.
Our Chief Investment Officer is fully invested alongside our client-partners and has historically reinvested 100% of fees into the partnership.
We seek to maximize the profitability of our partnership by minimizing expense and tax friction.
Our highly liquid portfolio allows client-partners to increase or reduce holdings with ease.
Monthly updates on fund performance, quarterly letters, and standing office hours.
Investments are carefully selected and monitored through a rigorous, data-supported research process.
How we compare
A structural comparison of the models most families are offered against the way we choose to operate.
| Attribute | Traditional wealth management | Traditional private equity | Traditional hedge fund | Jafar Management |
|---|---|---|---|---|
| Focus on high-quality, monopolistic businesses | — | — | — | ✓ |
| CIO fully invested alongside clients | — | — | — | ✓ |
| Direct relationship with the CIO | — | — | — | ✓ |
| 100% performance-based fees | — | — | — | ✓ |
| Cash-like liquidity | ✓ | — | — | ✓ |
| Conservative balance sheet | ✓ | — | — | ✓ |
Comparison reflects the typical structure of each model as described in our client materials.
From the CIO
The Federal Reserve is lowering interest rates to address softness in the labor market and taking the view that tariff-related inflation is likely to be transitory. The prospect of lower interest rates in combination with more policy certainty out of…
Read the letterCurrent inflation readings are trending lower and the Federal Reserve is lowering interest rates. Market sentiment improved dramatically during the quarter as trade-war fears eased and attention shifted to government stimulus (via the hotly debated “One…
Read the letterCurrent inflation readings are trending lower and the Federal Reserve is lowering interest rates. Despite the progress on inflation, market sentiment turned negative due to uncertainty around U.S. trade policy, government spending cuts, Artificial…
Read the letter