$3.5 BILLION AUM | 22% ROI
Our Family Office
In 2005 the fund started with $150,000. As of December 31, 2025, the fund is traveling with $3.5 billion assets under management and generated a 22% unlevered return on investment.
UP-Trust Transactions
Rasing capital and monetizing tax assets in the Regulation D market
Tax Mitigation Through Mergers & Acquisitions
Steadman Family Office
