Early Liquidity

Early Liquidity

Many of our clients have a significant portion of their net worth tied up in illiquid, nonpublic company stock, from either starting a company or being an early employee with significant equity compensation.

We work with a network of institutional buyers to facilitate discreet private sales of private company stock to help our clients diversify concentrated illiquid positions, fund home purchases, or support education needs and lifestyle expenses.

In these transactions, we operate as registered representatives of our FINRA registered broker dealer and manage all aspects of the transaction from soup to nuts, including all legal documentation and regulatory requirements.