Concentrated positions across healthcare, life sciences, real estate, and private markets.
Siren Biotechnology is building a universal AAV immuno-gene therapy for cancer, combining gene therapy and cytokine immunotherapy into a single treatment. Its lead candidate SRN-101 reached clinical stage in January 2026 with an FDA-cleared IND in high-grade glioma.
Alaya.Bio is developing in vivo CAR-T therapy, engineering a patient’s T cells inside the body with a polymeric nanoparticle delivery platform. The aim is to remove the weeks-long external manufacturing step that keeps cell therapy expensive and out of reach.
Avvio Medical is developing a microbubble sonolithotripsy system that breaks kidney stones with low-intensity ultrasound instead of a scope and laser. It holds FDA Breakthrough Device Designation and aims to move stone treatment out of the operating room and into the clinic.
Title21 Health Solutions builds the enterprise quality, document control, and manufacturing software that cell and gene therapy and BMT programs run on, from academic medical centers to commercial manufacturers. KMAK’s principals were among its original founders.
Capital Fund II is a short-term asset-backed real estate lender writing first-lien loans to investors, builders, and developers across six deed-of-trust states. Founded in 2009, it has funded over $6 billion and holds roughly $845 million today.
Finial Group is a fully integrated real estate firm investing in and developing industrial assets across Dallas, Houston, San Antonio, Atlanta, and Nashville. It leases, manages, and represents tenants in the same buildings it owns.
JT Capital Group is a real estate private equity firm acquiring institutional-grade multifamily and creating value through renovation and operational improvement. Its two published Florida deals, both acquired in 2021, grew net operating income by more than 60%.
ClearWorth Capital is a Texas multifamily operator that buys underperforming communities and repositions them physically and operationally. It has owned more than 10,000 units across 65 properties and deployed over $600 million in construction.
