Carleon Today

We align our interests in a non-conflicted manner.

Today Carleon serves as a private investment firm for our founders and for similarly-minded families of substantial means, their related endowments and foundations and a select group of other institutions. By having our capital side by side as equity partners, we align our interests in a non-conflicted manner while providing a long-term, opportunistic, multi-strategy, multi-manager approach capable of helping families of our wealth level.

Our goal is to preserve capital while seeking to deliver the top-quartile risk-adjusted returns that have historically been the driver of significant, long-term wealth creation.