SDS Financial Services

Find out about our different services and learn how they can benefit you and your financial goals.

Strategic PartnersFind out more about this service...

We focus on building long-term relationships with clients who expect superior, individualized service. We believe the plans we create with clients not only address their goals and aspirations, but also reflect the deep understanding, mutual respect, and friendship we share with them.

Our goal is to provide individual and institutional investors the opportunity to monetize and manage their liquid investment holdings. We have executed many types of transactions, from single fund transfers to complex, structured portfolio solutions, and work hard to understand the unique circumstances of each of our partners and offer thoughtful alternatives. Investors value our guidance and support as it relates to private fund commitments, co-investments and portfolio management.

Our team is supported by an experienced accounting and operations team, enabling the successful execution, monitoring and reporting of our investment holdings. We believe our long-standing platform translates into a distinct understanding of the dynamic secondary market.

Contact us now to discuss this service in more detail.