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Private Market Investments

Unlock Exclusive Opportunities Tailored for Your Financial Success

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Combining Public and Private Markets Together

Publicly Traded Securities Are Only a Fraction of the Opportunity

Access unique opportunities for wealth creation through our private markets investments tailored specifically for accredited investors and qualified purchasers. Our exclusive investment offerings are designed to offer you unparalleled access to private credit, real estate, venture capital, and M&A opportunities outside of the public stock and bond markets.

Our Investment Philosophy

A Strategic Approach to Your Financial Goals

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Private Market investments have grown to a multi-trillion-dollar asset class in recent years gaining in popularity among accredited investors. As a Registered Investment Adviser (RIA) firm, we are committed to identifying investment opportunities to help our clients reach their financial goals. As such, we are uniquely positioned to deliver a fresh perspective on a broad range of today's most desirable asset classes, including those in private markets. We classify these opportunities into three broad categories:

  • Private Credit
  • Hard Assets and Real Estate
  • Private Equity, Venture Capital, and Mergers and Acquisitions

While investing in private opportunities carries considerable risks, these exclusive investments can be a great way to increase non-correlating assets to a marketable securities portfolio. We work diligently to determine beneficial opportunities that align with each investor’s profile and objectives.

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Benefits of Private Market Investing for Accredited Investors

Unlock Exclusive Growth Opportunities and Diversify Your Portfolio

Higher Potential Returns

Private market investments generally carry a higher expected return given the liquidity restrictions over public market investments.

Diversification From Public Market Investments

Expanding investment options beyond public markets can provide some diversification benefits by accessing non-market correlating asset classes.

Early-Stage Entry Points

We strive to get our clients as close as possible to the genesis of wealth creation.

Access to Unique investment Opportunities

Many great companies view an IPO as an exit strategy for the shareholders, so private market investing opens the door to new and unique opportunities.

Control and Involvement in Investment Decisions

Having an active role in decision-making processes contributes to the control and involvement investors have when investing privately.

Long-Term Focus on Growth and Stability

Private market investing often involves a longer investment horizon, emphasizing a focus on generating long-term growth and stability.

Our Private Markets Due Diligence Process

Getting You as Close as Possible to the Genesis of Wealth Creation

GHA Private Equity Due Dilligence Process

Our Commitment

Your Path to Financial Success: What to Expect Next

At Granite Harbor, we adopt a proactive approach to investment management, staying actively engaged and serving as a reliable resource for investors throughout the investment journey. With regular quarterly updates, we ensure investors are well-informed about the progress of all of their investments, both in the public and private markets. We create a seamless experience to incorporate all areas of the global capital markets for our clients

We also prioritize long-term success with each private market investment opportunity, keeping the end in mind. For each new venture, we identify an exit strategy with a tentative timeline prior to moving forward. Moreover, upon liquidation, we work closely with investors to optimize returns in a tax-advantaged manner and adjust their investment portfolio strategy to align with their individual goals, risk tolerance, and time horizon.

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Resources for Private Markets

A Selection of Granite Harbor Resources Focusing on Private Markets

A Comprehensive Guide to the Private Equity Due Diligence Process
4 minutes read

A Comprehensive Guide to the Private Equity Due Diligence Process

Private equity investments offer the potential for significant returns, but they also carry a considerable amount of risk. Therefore, conducting a thorough due diligence process is crucial to evaluate the viability and suitability of these opportunities. We have constructed a robust infrastructure that allows us to bring private equity opportunities directly to you, ensuring a more transparent and…
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The Role of Asset Allocation During Volatile Markets
4 minutes read

The Role of Asset Allocation During Volatile Markets

Contributed By: Pijus Bulvinas, CFP Periods of market volatility often generate unease for even the most seasoned investors. News cycles filled with uncertainty and swiftly changing market conditions can trigger emotional decision making, leading to actions that may harm long-term financial outcomes. During these times, one principle has consistently proven its importance: disciplined asset allocation. Asset…
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The Rise of Private Debt in Financial Markets
5 minutes read

The Rise of Private Debt in Financial Markets

The landscape of financial lending has witnessed a substantial transformation in recent years, with private debt emerging at the forefront of this evolution. This once-neglected segment of the capital markets has swiftly risen to prominence, garnering the focused attention of investors, borrowers, and financial institutions across the globe. One notable statistic is that private credit and direct lending…
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Planning for Retirement in a Private Markets World
5 minutes read

Planning for Retirement in a Private Markets World

Contributed by: Dale Shaw, CFP For many high-net-worth families and successful business owners, the traditional rules of retirement may no longer apply. Portfolio models built exclusively on stocks, bonds, and annuities may still serve a purpose, but they are increasingly insufficient for those seeking more control, higher income potential, and better protection from volatility and taxes. The investment…
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Venture Capital: Fueling Innovation and Growth in Start-Ups
6 minutes read

Venture Capital: Fueling Innovation and Growth in Start-Ups

Venture capital (VC) plays a pivotal role in financing start-ups and early-stage enterprises with significant growth potential. Such investments enable companies to scale operations, develop innovative technologies, and introduce disruptive products or services to the market. A comprehensive understanding of VC's function in funding start-ups is indispensable for those looking to enter this investment…
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Pros and Cons of Private Equity Investing: What You Need to Know as a High-Net-Worth Investor
4 minutes read

Pros and Cons of Private Equity Investing: What You Need to Know as a High-Net-Worth Investor

Private equity investments can be an attractive option for investors looking to diversify their portfolios and potentially earn higher returns. However, before jumping into this type of investment, it's critical to consider whether it's the right choice for your individual financial goals and risk tolerance. What are the pros of private equity investing? Higher potential returns: Private equity investments…
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