Perspecta Trust

Perspecta Trust

Perspecta Trust was established in 2007 by Paul M. Montrone and Paul M. Meister. The founders built the firm around trust administration, estate planning, and investment management for families requiring generational asset oversight. The firm deployed capital across direct co-investments, SPVs, and fund-of-funds structures. Asset classes included private credit through CLO sponsorship and joint ventures, healthcare services via principal-led buyouts, and public equity holdings. Named transactions include the $250 million Granite CLO Partners I in 2018, a $25 million commitment to Logan JV LLC in 2020 alongside First Eagle Alternative Capital BDC, and the $1.1 billion take-private of inVentiv Health in 2010. Activity concentrated in North America with secondary exposure through emerging markets ETFs. Team size and current headcount remain undisclosed. The firm maintained affiliations with the New Hampshire Trust Council and The UHNW Institute. In November 2020 the founders completed a trade sale to Jordan Park Group, after which Perspecta Trust operated as Jordan Park Trust Company while retaining its charter. The architecture combined a regulated trust company with an affiliated private investment platform through Liberty Lane Partners. This structure allowed principals to act as both fiduciary and sponsor in the same vehicles.