Innovative Collaboration Enhances Access to
Leon's Investment Strategies for
Financial Advisors and High-Net-Worth Investors
DALLAS, Aug. 6, 2024 /PRNewswire/ -- Leon Capital Group
(Leon, Leon Capital), a
single-family office known for its long-term outperformance of
institutional peers, proudly announces its partnership with
iCapital1, the global fintech platform driving access to
alternative investments for the wealth management industry. This
collaboration marks a significant milestone for Leon, which until recently primarily utilized
its balance sheet and only allowed co-investment from fellow
single-family offices. Now, Leon's
fund offering will be available on iCapital Marketplace, providing
wealth managers and high-net-worth individuals seamless,
transparent access to innovative approaches to real estate,
healthcare, credit, and other alternative investments. As a result,
private investors will benefit from Leon's enhanced return profile and broad
diversification that institutions and select family offices have
long enjoyed.
Currently overseeing approximately $10
billion of private assets in its family office, Leon now seeks to reach an audience of
advisors, investors, and partners to share and grow its investment
network. By opening its investment vehicles to third party
investors, the company seeks to expand access to investments that
maximize alignment of interest via an outsized General Partner
("GP") capital commitment to each investment vehicle.
Leon's large capital
commitments to its fund offerings result in enhanced focus on
generating returns and minimizes the conflicts of interest
impacting downstream decision-making. Assets in Leon's real estate portfolios, for instance,
have each been evaluated, priced, and developed separately for
their individual risk-return profile, eschewing any focus on
capturing fees from scaled asset deployment. The result of
Leon's alignment is true
diversification across individually selected assets. This
disciplined approach has benefited stakeholders of Leon Capital for
over 15 years, and the company is excited to now share this with a
much broader investor audience through its partnership with
iCapital.
Financial advisors and qualified investors can now access Leon
Capital's diverse portfolio of funds through iCapital's intuitive
and user-friendly platform. iCapital's robust technology simplifies
the investment process, providing efficient, end-to-end fund
administration, reporting, and compliance services that enable
investors to redirect more focus to achieving their investment
goals.
"Partnering with iCapital is a transformative step for Leon
Capital," said Cory
Calvert, Head of Capital Transformation at Leon
Capital Group. "We are excited to bring our
institutional-quality investment strategies to a broader audience.
iCapital's cutting-edge platform aligns perfectly with our vision
of providing unparalleled access and transparency in alternative
investing."
Both Leon Capital and iCapital share a commitment to excellence,
innovation, and delivering superior investment performance. This
partnership underscores their dedication to empowering investors
and a focus on delivering quality investment opportunities and
technology.
"We are thrilled to welcome Leon Capital Group to iCapital
Marketplace," said Dan
Vene, Managing Director, Co-Founder and Co-Head of
iCapital Solutions. "Together, we are committed to expanding
access to alternative investments and enhancing the investor
experience."
Financial professionals interested in exploring Leon Capital's
investment opportunities are encouraged to reach out to
investorrelations@leoncapitalgroup.com for more information.
About Leon Capital Group:
Leon Capital Group
(Leon) is a family holding company
overseeing $10 billion of private
capital, where it operates assets in the financial services,
healthcare, real estate, and technology industries. Leon takes the lead in conceiving, developing,
owning, and operating businesses. The firm started as a modest
privately-owned real estate development company in Texas, and has since evolved into a diverse
holding company, capable of operating successfully across multiple
geographies and industries. Learn more about Leon Capital Group at
www.LeonCapitalGroup.com.
Media Contact:
Ann
Obeney
Head of Communications
Leon Capital Group
aobeney@leoncapitalgroup.com
Note: This press release is for informational purposes only
and does not constitute an offer or solicitation to buy or sell any
securities or investment products. Any statements contained in this
release that are not historical facts are forward-looking
statements as defined in the Private Securities Litigation Reform
Act of 1995. Actual results may materially differ from those
anticipated in any forward-looking statements. Readers are
cautioned not to place undue reliance on any forward-looking
statements.
- iCapital, Inc. and its affiliates (together, "iCapital")
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SOURCE Leon Capital Group