Latest Posts

A Conversation with Alpha Advantage Capital: Single-Family Offices

July 10, 2018

Alpha Advantage Capital is a local placement agent firm. While Tampa Bay is the firm’s home base, it has global relationships. Those relationships can be instrumental in connecting family offices with hedge funds and private equity fund opportunities. John Bolos, the firm’s founder, sat down with #TeamElevate to discuss just what family offices are and how a relationship with Alpha Advantage Capital can help them.

Q: What are single-family offices?

A: First, consider that there is a very affluent family. Then, consider that there is an organizational structure responsible for managing that wealthy family’s financial matters. That organizational structure is the single-family office.

Q: What can you tell us about single-family offices’ organizational structure?

A: Like individual investors, single-family offices’ needs are unique. So, too, are their preferred approaches and methods for managing their finances. While there are many regulations in the financial sector, because of the great variety among single-family offices, there is no single, accepted organizational structure for them.

Q: Are family offices really that prevalent?

A: They are. We certainly have a healthy number of them in Tampa. In fact, looking at private equity on the national scale, family offices are now its fifth largest investor—behind only public pension funds, sovereign wealth funds, private pension funds, and insurance companies. Fund managers are most definitely interested in working with the increasing number of single-family offices.

Q: Why would a single-family office want to work with a firm like Alpha Advantage Capital?

A: Some data show that single-family offices are making investments as substantial as ones we more commonly see from much larger, institutional investors. Making those kinds of financial decisions, we’re seeing that family offices want more than the traditional investment approaches. A single-family office would benefit from working with Alpha Advantage Capital because we are committed to searching for novel, alternative options to traditional investments. We understand that growth doesn’t happen in the comfort zone, so it’s not the zone where we do business. Single-family offices stand to benefit from working with us because, beyond strategies and knowledge, we also have the relational skills that make us good, long-term partners.

If you are interested in learning more about how Alpha Advantage Capital can help you meet your investment goals, e-mail or call John Bolos to discuss your needs and the firm’s non-traditional investment opportunities.



Categorized in:

This post was written by Elevate, Inc.

Comments are closed here.

Get Connected

Join our networks and stay in touch.

Read Our Testimonials

Hear what our customers have to say

“Aakash Patel, Chris Melvin and the rest of the Elevate team simply delivered. The connections Aakash made led to valuable relationships for me and new clients for RevStar. You can’t fully appreciate what Elevate can do for your business until you experience it first hand. I personally recommend their services to anybody looking to grow their network and business within the Tampa Bay community.”

Ken Pomella, PMP – CEO, RevStar Consulting

“If you’re looking to dive into the who’s who of Tampa Bay, Elevate, Inc. is the only way to go. Elevate worked closely with Tampa Bay Plumbers to help us get our foot in the door with the right business and community circles to help us grow. We appreciated Aakash Patel & Chris Melvin’s professionalism, attention to detail, and willingness to go over and above to provide us a quality service. The contacts through Elevate are numerous and professionally beneficial and the staff is always available to us. We enjoyed working with the Elevate team and will definitely keep them in mind for our future business needs.”

April Diemer – Tampa Bay Plumbers

“Working with Aakash and his team at Elevate was a great fit for our growing organization. His team helped us connect with key influencers across the region and identify opportunities. Together you work to define your goals and who you’re targeting and through their connections and network they can make warm introductions to the decisions makers you need to connect with.”

Chon Nguyen – Founder & CEO, Newgentek

“Elevate, Inc’s. business relationship building process and their specialized one-on-one client service has opened doors and created potential opportunities that we wouldn’t have been able to create on our own. If your business would benefit from business relationship building introductions, I highly recommend Elevate, Inc.”

Gary LoDuca – Founder & Owner, Thoughtful Advisors – 401(k) Plan Designs