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Westport was founded in 2005 by Russel Bernard and a core team of principals who collectively have over 100 years of Real Estate investment management, operating, consulting, and brokerage services experience. Our senior investment professionals have worked together for an average of nearly 20 years – at Westport for over a decade and previously at Oaktree, where Mr. Bernard led that firm’s global real estate investment business for 10 years. As an independent firm specializing exclusively in opportunistic real estate investing, Westport focuses on generating consistently attractive risk-adjusted returns through a wide range of value-added transactions, distressed assets, financial securities, off-market situations, operating partnerships, development opportunities both domestically and internationally, and `hands-on` solutions to complex situations on behalf of our investors. Westport operates from offices in: Wilton, Connecticut; Los Angeles, California; London, England; and Bozeman, Montana. Together with our investment teams, the firm’s Legal, Compliance, Operations, Accounting, Investor Relations, and Administrative professionals work in close partnership to ensure the institutional quality and rigorous standards of Westport`s investment products, client services, operating partners and our organization overall.
The Coterie is a financial software company that offers access to venture capital investments, estate planning strategies, and lending products.
Happy State Bank & Trust Company is one of the leading providers in Financial Services. It is based in Phoenix, AZ. To find more information about Happy State Bank & Trust Company, please visit www.happybank.com
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Dana manages funds for a variety of institutional clients, both public and private. In addition to municipalities, corporation, and foundations, Dana provides a high level of service to high net worth clients, in both taxable and non-taxable accounts.