A better way to rebalance illiquid portfolios
Cox Capital works with Advisors and firms to develop bespoke liquidity solutions based on their unique needs.
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.
We realize how important it is to generate cash quickly, especially during uncertain times.
Our transactions typically close within five business days.
For Advisors with multiple clients holding illiquid positions, we utilize our capacity to enable them to rebalance their entire client base, simultaneously.
Tell us about what you are trying to achieve for your clients.
Our goal is to work with you to structure a solution that meets your clients’ needs.
Our team and in-house DocuSign process will help you prefill documents and collect signatures from your clients.
Once forms are complete, the transaction is settled with the custodian of your choice.