Partnership Approach

A better way to rebalance illiquid portfolios

Cox Capital works with Advisors and firms to develop bespoke liquidity solutions based on their unique needs.

By partnering directly with Advisors and their firms, we maintain and respect Advisor/Client relationships.
Our prices are extremely competitive, ensuring mutually beneficial outcomes for Advisors and their clients.

Scope

We purchase a broad array of illiquid funds including Business Development Companies (BDCs), Real Estate Investment Trusts (REITs), Closed-End Funds (CEFs), and private placements.

Speed

We realize how important it is to generate cash quickly, especially during uncertain times.
Our transactions typically close within five business days.

Scale

For Advisors with multiple clients holding illiquid positions, we utilize our capacity to enable  them to rebalance their entire client base, simultaneously.

ProcesS

Step 1

Let’s Talk!

Tell us about what you are trying to achieve for your clients.

Step 2

Reach Agreement

Our goal is to work with you to structure a solution that meets your clients’ needs.​

Step 3

Complete Paperwork

Our team and in-house DocuSign process will help you prefill documents and collect signatures from your clients.

Step 4

Settle Transaction

Once forms are complete, the transaction is settled with the custodian of your choice.

INTERESTED IN REBALANCING YOUR ILLIQUID PORTFIOLO?

CONTACT US