Sycamore Financial Group

The firm does not publish named principals or investment committee members in public records. Decisions likely rest with a senior investment officer or CIO, common among multi-family offices of this scale.

Sycamore sources primarily through relationships with established private equity and real estate general partners who offer direct co-investment allocations. The firm may also source via secondaries or direct origination, though no specific examples appear in public records.

The firm operates as a multi-family office, serving multiple unrelated families. This structure pools operational costs while maintaining separate investment accounts per family, enabling customized asset allocation and liquidity management.

The firm appears to focus on direct co-investments and separate accounts rather than committing to closed-end commingled funds. This approach gives member families more control over deal selection, liquidity, and fee structure.

Given its multi-family office structure, the firm likely targets buyout and growth equity stages in private equity, along with core and value-add real estate. It probably avoids early-stage venture due to illiquidity and risk profile constraints common among family offices serving multiple families.

Publicly available information does not list any excluded sectors. Multi-family offices of this nature typically avoid high-volatility sectors like early-stage biotech or cryptocurrency unless a specific family mandate directs otherwise.