Strong background in private equity and diverse investment strategies.

Established presence in the financial industry since 2007, indicating experience and stability.

Focus on various industries, which may provide clients with diversified investment opportunities.

Recent allegations of misconduct against associated brokers may raise trust concerns for potential clients.

Investor complaints regarding unsuitable investment recommendations could indicate potential risks for investors.

Limited transparency in the firm's operations and past performance may make it difficult for investors to assess their options effectively.