Middlemark Advisory

Middlemark Partners offers bespoke advisory solutions for institutions, family offices, and moderate-sized fund managers. Our advisory offering is uniquely differentiated from the competition. Our small team approach allows us to deliver cost-effective services to our clients.

Our Senior advisory team members have honed their alternative investment portfolio management and institutional-level due diligence expertise at leading firms, including Ontario Teachers’ Pension Plan and Nikko Asset Management.

Middlemark’s advisory services are tailored for:

  • Institutional investors looking to adopt managed account platform best practices,
  • Investors seeking unique managers via emerging manager advisory and searches,
  • Family offices seeking investment and operational diligence assessments, and
  • Hedge fund managers desiring a more robust institutional infrastructure.


The addition of Advisory services to our existing capital raising efforts for small and mid-sized managers created synergies across both business lines, enabling a more competitive edge in sourcing and investing with emerging managers.