Partner inquiry.
Tell us about your firm, your book, and the strategies that look like a fit. We respond within five business days.
Get in touch.
What happens next.
Application review
We respond within five business days.
Introductory call
A 30-minute conversation covering your book and the strategies that match.
Agreement & onboarding
Clear terms, defined scope, and mutual expectations before any client is referred.
First referral
Most partner relationships are confirmed by a first referral, not a contract.
