Our Investment Portfolio

Our team is fortunate to partner with families and industry leaders throughout the world. We continue to grow our portfolio based on timeless fundamentals of business and ever evolving investing strategies.




Private Equity

  • Snowbird
  • Marriott Provo
  • Boreal / Woodward
  • Copper Mountain
  • Soda Springs, CA Mountain Resort, Est. 1995
  • Crimson Wine Group
  • Eldora
  • Killington
  • City Brew
  • Lee Canyon
  • Mt Bachelor
  • Paylock
  • Pico, Killington, Vermont
  • SilverStar Mountain Resort
  • Sun Country Tours
  • Kroll
  • Teveri
  • E Sens
  • Torus
  • Divvy
  • Breeze Airways
  • MTI Metal Technology
  • Innovative Precision
  • Powderbird
  • Linkem
  • ReadyStore, Always Here, Always Ready
  • Pawtree
  • Revalesio

Real Estate

  • The Hedges Inn, Est. 1873
  • Huff House Inn
  • Marriott Provo

“ We look for the extraordinary in the ordinary! ”
John Cumming

Private Credit

  • Marriott Provo
  • Monaco Enterprises

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