Investment Solutions That Look Ahead

Our dedicated team is constantly looking for unique market opportunities. From private equity and credit opportunities to the public markets investments, we use flexible investment strategies to take advantage of any offering that may come across our desks.




As a family office, we have the flexibility to consider a wide range of investment opportunities.

  • Direct Equity

    Our office has decades of experience in partnering with private companies. Our ownership involvement can range from a minority position to a 100% equity purchase. Additionally, we offer strategic management, board participation, and consulting services to help these investments thrive in their respective markets.


  • Credit

    We offer lines of credit to facilitate growth and working capital. We also offer a variety of other credit services, including mezzanine debt, long term loans, letters of credit, and guarantees on financing.


  • Public Markets

    Many times, wealthy families diversify through traditional investment options. We will build a customized portfolio of both industry specific funds, individual stock, or bond purchases that meet your needs.


  • Real Estate

    Similar to our direct equity investments, we can participate in real estate as a minority partner or finance entire real estate projects. We offer a mix of equity and lending options to facilitate successful projects.


  • 3rd Party Managers

    When a broader investment strategy is desired, we partner with 3rd party managers who have deep industry expertise and provide us with distinct portfolio exposure.


“ The best way to measure your investing success is not by whether you’re beating the market but by whether you’ve put in place a financial plan and a behavioral discipline that are likely to get you where you want to go. ”
Benjamin Graham

Long Term Value Creation

Our team leverages investment fundamentals over long periods of time to help your family build sustaining wealth.

  • Our team leverages investment fundamentals over long periods of time to help build sustainable wealth.


  • Our long-term investment horizon allows us to deploy capital, make decisions, and manage assets, without the need to manage an exit based on timing or changing market conditions.


  • Cumming Capital Management has acquired and managed a wide range of investments throughout our history

    Our portfolio


Investing for tomorrow

We’re always looking for new and unique investment opportunities.

If you’re a family office or investment team interested in partnering with Cumming Capital, please reach out.