Custom Solutions
We co-create bespoke private markets solutions designed to meet your specific investment objectives and needs.
Commitments Raised
Custom Mandates
First Custom Mandate
Tailored Solutions and Trusted Partnerships
For nearly 20 years, we have co-created and managed bespoke private markets portfolios that align with leading institutional investors’ unique objectives, evolving needs and risk profiles.
Investors have entrusted Northleaf with over $8.0 billion in commitments for more than 30 custom mandates across mid-market private equity, private credit and infrastructure.
Why Northleaf?
Investor-Centric Solutions
Custom-built portfolios aligned with your return objectives, liquidity needs and governance preferences.
Mid-Market Access
Our extensive network provides access to attractive mid-market investment opportunities.
Institutional-Grade Execution
Rigorous due diligence, disciplined risk management and transparent reporting.
Long-Term Partnership
Complementary to your team - we are aligned, responsive and committed to your goals.
Who We Serve
We currently manage more than 30 custom mandates for institutional investors globally. These tailored investment solutions are well-suited for a range of investors, including:
- Pension Plans
- Insurance Companies
- Sovereign Wealth Funds
- Endowments & Foundations
Our Approach
Discovery & Mandate Design
Understand your goals, evolving needs and governance preferences
Co-create customized portfolio guidelines
Structuring & Ongoing Administration
Establish legal entities for optimal holdings
Manage cash flow, capital call facilities, cross-border tax filings and annual audits
Sourcing & Due Diligence
Access to team, research, market intelligence and key transaction material
Pipeline reviews and due diligence updates
Portfolio Construction
Develop investment pacing model
Build tailored, risk-adjusted portfolios
Reporting & Active Monitoring
Customized reporting and insights
Portfolio risk management and bespoke analyses
Benchmarking and performance measures to evaluate interim and longer-term result
Investor Benefits
Investors can benefit from a customized mandate that offers a bespoke investment program, including:
Defined investment parameters
Tailored portfolio construction and guidelines
Model portfolio design
Manager selection and due diligence
Governance and operational support
Investment pacing analysis
Custom reporting solutions
Active management of legacy holdings
Explore Our Investment Capabilities
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