Active, accountable oversight of concentrated and diversified equity holdings, from a single operating-company stake to a multi-entity portfolio.
What it covers
Portfolio management at EquityGround begins with the mandate: a document that states what the position is for, what it may and may not do, and how success will be measured. From there we handle allocation discipline, rebalancing triggers, liquidity planning, and the quarterly review that keeps everyone honest.
We manage public and private equity, direct holdings, and partnership interests. Where a position is illiquid, we focus on governance, valuation cadence, and the exit path. Where it is liquid, we add risk limits and tax-aware execution.
Who it's for
Founders with a concentrated post-exit position. Family offices with a mix of operating companies and passive stakes. Partnerships that need an independent manager between the GP and the capital.
- Allocation & risk limitsWritten ranges, drift triggers, and concentration ceilings.
- Liquidity planningScenario-based cash and exit planning across the holding period.
- Quarterly reviewsPerformance, risk, and governance in one plain-language pack.
- Tax-aware executionCoordination with your CPA on lots, timing, and structure.
