Advisory Services / Fundraising

Penn Square Advisory Group, LLC, (PSAG) was founded with a deep understanding of the intricacies and ever changing appetites for private and alternative investment offerings. PSAG has developed and refined a well-executed, staged process to fundraising and investor relations that enables our clients to optimize fundraising effectiveness, timing and maintain a robust best-in-class investor relations platform. We work with a select number of alternative investment managers to establish the optimal distribution platform.

Investment Advisory Services

Penn Square builds on its deep understanding of the alternative marketplace to execute a comprehensive and methodical analysis of a client firm’s competitive advantages.

Penn Square implements a unique strategy to position the manager to take advantage of its core competences with their deep network of relationships.

Penn Square utilizes a proprietary 10-step fundraising process, proven and fine-tuned over time, to achieve a manager’s fundraising targets as well as establish a best in class investor relations platform.

Penn Square follows through the fundraising process to the close, always measuring results to optimize the manager’s results.