Our Strategies
Targeted Stratiges Across Buyout, Venture, Credit, & Real Assets
We build and manage high-conviction portfolios across the private markets landscape, grounded in fundamental analysis, strategic alignment, and a long-term view.
strategies overview
Where Private Market Experience Meets Strategic Precision
We don’t take a one-size-fits-all approach to private markets. Each asset class demands its own framework, whether it’s underwriting risk in credit, sourcing asymmetry in venture, or driving value creation in buyout. At Thirdpath, we combine institutional discipline with entrepreneurial insight to build strategies that are tailored, opportunistic, and aligned with long-term capital.
Buyout
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Driving Value Through Strategic GP Partnerships Across Markets
We partner with select General Partners who bring differentiated insights into specific sectors and segments of the economy. Our buyout strategy emphasizes smaller, specialized managers who have demonstrated an ability to generate alpha through operational execution—not just through financial engineering or repetitive recapitalizations. Whether co-investing alongside GPs or making fund commitments, we approach each opportunity with rigorous due diligence and disciplined underwriting prior to close.
We partner with select General Partners who bring differentiated insights into specific sectors and segments of the economy. Our buyout strategy emphasizes smaller, specialized managers who have demonstrated an ability to generate alpha through operational execution—not just through financial engineering or repetitive recapitalizations. Whether co-investing alongside GPs or making fund commitments, we approach each opportunity with rigorous due diligence and disciplined underwriting prior to close.
Alignment Over Asset Gathering: We favor General Partners who align their business models with investor outcomes, not those focused solely on asset accumulation.
Operational Value Creation: We prioritize companies driving real growth through digital transformation, strategic repositioning, and innovation—not just margin expansion.
Downside Protection: Every investment targets risk-adjusted returns with a strong framework for downside minimization.
Active Oversight: Through continuous monitoring and proactive value realization planning, we maintain flexibility for active management, including strategic secondary sales when appropriate.
Who it’s for
Institutional LPs and allocators seeking exposure to mid-market buyouts through a hands-on, strategy-led approach with flexible structures.
Outcome
Access to curated buyout opportunities with institutional diligence, operational value creation plans, and long-term alignment.
Venture Capital & Growth Equity
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Venture and Growth Equity Compensation for Taking Early Risks
We invest across all stages—from seed to growth equity—to construct an optimal portfolio that aligns liquidity and investment risk with our investors’ preferences. We acknowledge that no single General Partner holds the formula for building unicorns. Instead of trying to time cyclical venture markets, we take a bottoms up approach that focuses on fundamentals and proven operational execution.
We invest across all stages—from seed to growth equity—to construct an optimal portfolio that aligns liquidity and investment risk with our investors’ preferences. We acknowledge that no single General Partner holds the formula for building unicorns. Instead of trying to time cyclical venture markets, we take a bottoms up approach that focuses on fundamentals and proven operational execution.
To address liquidity constraints, we leverage a mix of primary investments, secondaries, and co-investments.
Our strategy prioritizes capital-efficient models in high-growth sectors, scalable business models, and top-line revenue growth.
We avoid over-reliance on passive capital networks and instead focus on stage-specific opportunities that drive returns and create a pipeline for secondary access. This approach enables us to maximize distributions while maintaining flexibility and discipline.
Who it’s for
Allocators seeking early-stage and growth exposure without over-concentration, balancing innovation with institutional risk management.
Outcome
Access to high-potential companies and emerging managers, designed to capture asymmetric return profiles while maintaining strategic oversight.
Private Credit
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Income, Downside Protection, and Opportunistic Yield
Our private credit strategy is focused on sourcing differentiated, downside-protected lending opportunities across the capital structure. We target asset-backed, cash-flowing, or specialty credit strategies that provide yield with structural protections, balancing income generation with intelligent risk exposure.
Our private credit strategy is focused on sourcing differentiated, downside-protected lending opportunities across the capital structure. We target asset-backed, cash-flowing, or specialty credit strategies that provide yield with structural protections, balancing income generation with intelligent risk exposure.
Direct lending, specialty finance, and opportunistic credit
Focus on downside protection, covenants, and collateral coverage
Target short-to-medium duration with attractive risk-adjusted returns
Access to niche, undercapitalized segments of the market
Exposure through fund investments, SMAs, or co-invested deals
Who it’s for
Allocators seeking income-generating strategies with lower volatility, capital preservation, and uncorrelated return streams.
Outcome
A diversified credit sleeve designed to deliver stable returns, protect principal, and complement long-duration equity exposure.
Real Assets
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Tangible Value, Long-Term Stability, and Inflation Resilience
We pursue investments across infrastructure, natural resources, and hard assets that offer durable cash flow, intrinsic value, and long-term alignment with macro trends. Our approach emphasizes sectors with high barriers to entry, essential services, and structural tailwinds, often overlooked by traditional capital.
We pursue investments across infrastructure, natural resources, and hard assets that offer durable cash flow, intrinsic value, and long-term alignment with macro trends. Our approach emphasizes sectors with high barriers to entry, essential services, and structural tailwinds, often overlooked by traditional capital.
Focus on energy transition, digital infrastructure, transportation, and water
Emphasis on real yield, inflation linkage, and capital preservation
Access to both core-plus and opportunistic strategies
Investments through GPs, co-investments, and asset-level deals
Complementary to traditional equity portfolios with lower correlation
Who it’s for
Allocators seeking real-world exposure that anchors portfolios with hard asset stability and inflation-protected income.
Outcome
Access to tangible assets with long-term cash flow visibility, downside protection, and strategic value in diversified portfolios.
Experience
Unlocking Access to the Private Markets Through a Bespoke, High-Touch Platform
We help allocators navigate the complexities of private markets with tailored investment solutions across private equity, credit, venture capital, and real assets. Every offering is sourced, structured, and managed by our specialist team—designed to align with your goals, not just industry norms.
Bespoke mandates across PE, VC, Credit, and Real Assets
Direct access to primaries, secondaries, and co-invests
Institutional-grade reporting and operational support
FAQ
Fast Answers for Forward-Thinking Investors
We work with allocators, wealth platforms, and fund managers—so we know the key questions that come up before your first conversation. Here’s what you should know.
What types of clients does Thirdpath work with?
We work with RIAs, family offices, institutional allocators, and emerging managers—offering tailored investment solutions and shared services that meet each partner where they are.
What services does Thirdpath provide?
Thirdpath offers bespoke SMAs, GP stakes/co-investment funds, and institutional-grade operational support. This includes monitoring, reporting, and private markets cash management.
Do you offer fund investments, direct deals, or both?
Both. We provide access to primaries, secondaries, and co-investments—depending on your strategy, pacing, and portfolio goals.
How is Thirdpath different from traditional fund platforms or consultants?
We combine allocator experience, operational infrastructure, and direct investment capabilities under one roof. Our model is flexible, aligned, and built for long-term partnership—not product distribution.
Is there a minimum investment amount?
Yes. Our SMA minimum is typically $100M. For pooled vehicles like our GP Stakes Fund, the minimum is $1M. We’re happy to explore the right fit based on your goals.
Do you support one-time diligence projects or only long-term engagements?
We primarily focus on long-term partnerships, but we can support diligence, cash management, or reporting solutions on a standalone basis depending on client needs.
