20

Years of Investment History

$6.9B

Assets Under Supervision

49

Partner Families

10

Total Access Funds

About

CHC - Investment Partners is an investment advisor offering investment strategies across traditional and alternative asset classes to ultra-high net worth families across the country. With a focus on portfolio diversification and wealth preservation, our experienced investment specialists and advisors partner with families to deliver customized investment advice and services.

Investment Strategies

We offer our partner families a selection of actively managed opportunistic investment strategies which aim to achieve returns consistent with their goals and objectives. Each asset class has been chosen specifically for the ultra-high net worth channel through decades of experience and research.

Globe

Global Equities

We believe that over long periods of time, equities help build wealth and increase the likelihood of meeting spending requirements and maintaining purchasing power. Our public equity program focuses on long-term capital appreciation using third-party managers. Our Liquid Markets team selects managers with a global mandate that are long-term oriented and focused on tax efficiency.

Pie

Hedge Funds

Hedge funds are an important component of investing when their purpose and portfolio construction are clearly defined. Our low-volatility strategy has a flexible investment mandate which utilizes both long and short sides of the market which are engineered to target a rate of return between global stocks and U.S. fixed income.

Bar

Private Equity & Direct Investments

Our private market strategies strive to achieve long-term capital appreciation that consistently outperforms public markets. Our Private Markets team invests in small, sector-specific funds as well as larger funds with historically low loss ratios. The team also invests in private companies, with asymmetric risk-reward profiles, sourced through existing PE relationships, the broader Crow Holdings organization and our partner families.

Shake

Master Limited Partnerships

MLPs potentially offer an attractive mix of tax-efficient income and distribution growth without sacrificing the potential for long term capital appreciation. MLPs generally offer attractive yields relative to other assets and the ability to grow distributions over time. In addition to U.S. infrastructure exposure, our MLP strategy also potentially offers inflation protection, as many of the long-term tariff-based contracts on the pipeline assets include inflation escalator provisions.

Hourglass

Managed Futures

Due to their historical negative correlation with equity markets, we believe that managed futures can improve the defensive characteristics of portfolios while potentially adding a unique source of return. Our strategy is designed to perform favorably during market downturns, while seeking positive returns during normal market conditions.

Income

Fixed Income

Our view is that fixed income is a core component of a well-diversified portfolio and exposure should be maintained even in low or rising interest rate environments. We believe that short duration strategies and municipal bond strategies provide safety of principal and a moderate rate of return. Fixed income allocations based on expected liquidity needs reduce the likelihood of being a forced seller of risk assets such as equities during market downturns.

Real estate

Real Estate

As real estate is a core component of an ultra-high net worth portfolio, CHC - Investment Partners offers Crow Holdings Capital’s real estate strategies to our partner families. Our partner families are able to take advantage of the close affiliate relationship and invest in the flagship value-add fund invested across property types in the U.S., as well as its specialized fund strategies for small retail, self-storage, and multifamily.

Advisory Services

Our partner families benefit from the experience of the Trammell Crow family’s journey from a highly concentrated real estate portfolio to a diversified wealth preservation strategy.

We understand the complexities of serving sophisticated families and have proven experience designing and implementing solutions that reconcile competing capital needs between their operating business and their liquid assets.

Compass

Discover

Work with partner family to evaluate needs and understand investment parameters and goals.

Bulb

Create

Create a customized portfolio strategy via an iterative process with partner family to meet family’s investment needs.

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Implement

Implement agreed upon portfolio investment plan, formalize family’s ongoing needs, determine next steps, and consolidate reporting.

Chart

Monitor & Report

Monitor and review portfolio allocation and performance and continue to refine the strategy through open dialogue with the family.

Investment Advisory

Team

MIKE SILVERMAN

MIKE SILVERMAN

Principal and Chief Investment Officer

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KIRK RIMER

KIRK RIMER

Principal

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DIANE TOBIN

DIANE TOBIN

Chief Operating Officer

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TYLER BETHEA

TYLER BETHEA

Senior Managing Director

Partner Advisory

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PHIL ECOB

PHIL ECOB

Senior Managing Director

Partner Relations

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KATE FLUME

KATE FLUME

Senior Managing Director

Partner Advisory

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JED JOHNSON

JED JOHNSON

Senior Managing Director

Portfolio Manager

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ASHISH MALHOTRA

ASHISH MALHOTRA

Senior Managing Director

Portfolio Manager

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KEVIN SEDWICK

KEVIN SEDWICK

Senior Managing Director

Portfolio Manager

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BEN BATES

BEN BATES

Director

Portfolio Manager

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BRADEN COLE

BRADEN COLE

Director

Partner Advisory

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WESLEY CRANE

WESLEY CRANE

Director

Partner Advisory

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ADAM HODGE

ADAM HODGE

Director

Portfolio Manager

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LINA KOMANDURI

LINA KOMANDURI

Director

Partner Relations

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ZACHARY KUHLMAN

ZACHARY KUHLMAN

Director

Partner Advisory

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SHANNON MILLER

SHANNON MILLER

Director

Partner Advisory

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PAULA OAXACA

PAULA OAXACA

Director

Partner Advisory

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MERENE MAKIL

MERENE MAKIL

Controller

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Contact

Old Parkland

3819 Maple Avenue
Dallas, TX, 75219
214.661.8000

info@crowholdingscapital-ip.com

This overview is designed to introduce Crow Holdings and its various operating companies. Crow Holdings Capital is a U.S. SEC registered investment adviser and is the manager to the Crow Holdings Capital Funds. Maple Capital Management, L.L.C. is a U.S. SEC registered investment adviser and is the manager of the Crow Holdings Industrial Build-to-Hold Fund. Crow Holdings Capital, Trammell Crow Residential and Crow Holdings Industrial are operated separately and independently from one another with separate senior leadership and investment committees.