# Perspecta Trust

Perspecta Trust is a Multi Family Office based in Hampton, United States.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** Hampton, United States
- **Region:** North America
- **Address:** 1 Liberty Lane East, Hampton, NH 03842, United States
- **Founded:** 2007
- **Assets under management:** 24741 (Altss estimate)
- **Website:** perspectatrust.com
- **LinkedIn:** https://www.linkedin.com/company/perspecta-trust/

## Regulatory record

- **Reports private funds:** No

## About

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.

## Sectors

- Healthcare Services
- Private Credit
- Financial Services

## People

- Paul M. Montrone — Co-founder and Chairman
- Paul M. Meister — Co-founder and Director

## Questions

### Who runs investment decisions at Perspecta Trust?

Paul M. Meister and Paul M. Montrone directed investment activity through affiliated vehicles including Liberty Lane Partners. Meister led specific transactions such as the Quanterix Series C and inVentiv Health buyout.

### Does Perspecta Trust participate in fund commitments or only direct deals?

The firm executed both. It sponsored Granite CLO Partners I as managing member and committed $25 million to the Logan JV LLC alongside First Eagle Alternative Capital BDC.

### What investment stages does Perspecta Trust typically target?

Activity spanned growth equity, buyouts, and structured credit. Examples include the 2014 Series C in Quanterix and the 2010 take-private of inVentiv Health.

### How is Perspecta Trust related to Jordan Park Group?

Jordan Park Group acquired Perspecta Trust in November 2020. The entity was rebranded Jordan Park Trust Company while retaining its New Hampshire trust charter.

### Where does the underlying wealth come from?

Wealth origin is not publicly attributed to a single family branch. The firm served multiple ultra-high-net-worth clients through fiduciary and investment services.

## Related profiles

- [Dyson Capital Advisors](https://altss.com/profile/dyson-capital-advisors)
- [DeMarche](https://altss.com/profile/demarche)

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Last updated: 2026-06-03T20:00:00.000Z

Canonical page: https://altss.com/profile/perspecta-trust

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