Private Markets Access for Institutional Investors
We empower institutional investors with access to compelling absolute and risk-adjusted returns through portfolio management capabilities and unique investment vehicles.
Born out of necessity to create bespoke portfolio services for our financial institution clients, 3A Partners is uniquely positioned to serve institutional investors that are subject to regulatory oversight.
Through our experienced team’s robust advisory and operational capabilities, we provide investors with distinctive access to alternative assets that would be difficult to duplicate.
About Our Company
3A Partners is an institutional investment consultant functioning as a registered investment adviser and is a subsidiary of NFP, an Aon company. NFP helps companies and individuals address their most significant risk, workforce, wealth management and retirement challenges.
As of December 2023, NFP’s investment advisory companies cumulatively have approximately $50 billion in assets under management. 3A Partners is dedicated to fostering enduring partnerships with our clients and asset management firms that share our mission and ethos. Together with our partners, we are unwavering in our commitment to deliver results for our investors. Our focus is providing clients with exceptional results on opportunities that are sourced throughout the entirety of the market and delivered in a way that minimizes the operational workload for our investors.*
Solutions and Execution
3A Partners provides a diversified offering of Small Business Administration-licensed small business investment companies (SBICs) that provide credit and funding solutions to small business enterprises throughout the United States. Our goal is sustained net asset value growth accompanied by lower volatility and is primarily achieved through utilizing appropriately structured credit instruments supplemented by limited equity positions. We strive to deliver long-term, predictable, income-generating returns that likely outpace what an under-resourced executive management team can achieve in isolation.
3A Partners will deliver operational, reporting and compliance services across the full breadth of needs for an SBIC program. Our qualitative and quantitative underwriting process will cover all major components of structuring an appropriate risk/return balance, including:
Underwriting & Diligence
Qualitative and quantitative underwriting process covers major components of structuring an appropriate risk/return balance.
Portfolio Construction
Funds with a foundation built upon quality credit managers with muti-year capital commitment pacing.
Regulatory Compliance
Compliance program designed to comply with federal securities laws, along with SBA monitoring of each underlying SBIC.
Diversification
Multiple fund commitments resulting in hundreds of discrete positions across industries and geographies.
How can we help?
Our team is happy to help answer your questions. Please fill out the form below. Upon receiving your message, we will work quickly to schedule an appointment so we can get to know you and help you achieve your goals.
Locations
Austin
1250 S. Capital of Texas Highway, Bldg. 2, Suite 600
Austin, TX 78746
Columbus
8940 Lyra Dr., Suite 250
Columbus, OH 43240