A&M Private Wealth Partners

Arif Bhalwani serves as Managing Partner and CEO, overseeing sourcing, structuring, and portfolio management alongside a small team of investment professionals. The firm operates a lean governance structure with deal-level oversight committees rather than standing investment committees that vote on each transaction (per the firm's official communications).

The firm uses direct equity, preferred equity, and structured credit primarily, focusing on asset-backed or cash-flow-generating opportunities in private credit, real estate, healthcare, and energy transition. Co-investment syndication among family offices is a central feature of their model rather than blind-pool fund commitments.

No. The firm operates privately and does not publicly report aggregate AUM or total capital deployed. Investment minimums and capital commitments are negotiated on a deal-by-deal basis with each co-investor group.

The firm's fee model is structured around invested capital, with economics tied to deal-level performance rather than annual management fees on committed capital. This aligns the manager's incentives with realized returns instead of asset-gathering — a structure designed to appeal to family offices that scrutinize fee drag (public record).

Single-family offices, high-net-worth individuals, and select institutional allocators form the core co-investor base. The firm does not maintain an open-door policy for new investors; participation is by invitation, typically following an established track record with a given family or principal.

Unlike an RIA that allocates client capital into third-party funds or managed accounts, A&M Private Wealth Partners originates and structures its own deals, operating as a principal investor and syndicate lead. This gives it control over terms, access, and exit timing that a fund-of-funds or advisory platform cannot offer.

The firm does co-invest alongside external sponsors when a deal requires sector-specific operating expertise or larger capital pools, but priority is given to transactions where A&M can lead or co-lead the capital raise, maintaining governance rights and fee transparency for its investor group (per the firm's official communications).