Cobalt Capital currently advises clients ranging in size from under $10 million to over $1 billion in investable assets. Our relationships are mainly full retainer engagements, but we occasionally accept assignments that are structured differently. Our focus is on family investors and select endowments who demand excellence in their investment activities.
Private capital is a resource precious to the happiness and prospects of wealthy families, and the productivity and generosity of those families is fundamental to the continued success and distinctiveness of society. Both directly through our advisory services to families themselves, and indirectly through our services to the charitable endowments established by families, we are privileged to contribute to the stewardship of these important assets.