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.
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.
Our capacity empowers advisors with multiple clients in illiquid positions to rebalance their entire client base quickly and simultaneously.
Tell us about what you would like 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.