PureAssets L.P. is an unconstrained family office investment partnership formed in 2007 to allocate capital to the wealth and risk management industry, broadly defined. The partnership seeks to profit from opportunities presented by demographics and disruption. Productively paranoid in a negative interest rate world, yet confident that America’s future will be better than its past, PureAssets is typically fully invested with no effort to time markets.

The Partnership invests in a small number of domestic (U.S.) and international asset managers, wealth managers, trust and custody banks, index sponsors, pension administrators, exchanges, securities brokers, insurance companies, financial technology and commercial and investment banks. Its portfolio is concentrated in domestic asset managers with revenues derived primarily from recurring asset and performance based fees, modest capital expenditures, ample free cash flow, strong balance sheets, and global distribution of diversified investment products and services at scale.

The Partnership is managed by PureAssets Management Company, LLC ("PAMCO”). Tom Grady is the Chief Investment Strategist of PAMCO and is a private investor, entrepreneur, philanthropist, educator and lawyer. Grady’s experience in financial industry law and consulting includes the management and ownership of a general securities broker/dealer and the representation of parties in securities, asset management and other financial industry disputes and transactions. He is a principal in GradyLaw, a member of the Florida State Board of Education and Chairman and CEO of Quest for Success. Previously, Grady served as Commissioner of the Office of Financial Regulation (Florida’s banking, securities and finance regulator), President of Citizens Property Insurance Corporation (one of the largest property and casualty insurance companies in the world), member of the Florida House of Representatives and trustee on the Board of Trustees of Florida Gulf Coast University.

Index Sponsor

PureAssets U.S. Asset Manager Index^™
PureAssets Global Asset Manager Index^™

In addition to managing the Partnership, PAMCO is the sponsor of two proprietary market indices, the PureAssets U.S. Asset Manager Index^™ and the PureAssets Global Asset Manager Index.^™ Both indices are specialized, with the former limited to U.S. companies while the latter is global and not limited to any country, exchange or other metric. Both are compiled in different versions: full market capitalization weighted total return, equal-weighted total return and proprietary attribute-weighted total return. For licensing information, contact mac@pureassets.com.

This presentation is not an offer to sell, nor a solicitation of an offer to buy, an interest in the fund. An offer or solicitation will be made only through the confidential private offering memorandum and investment is available only to accredited investors who also meet qualified client standards under federal law. An investment in the Fund may result in substantial losses, and potential investors are responsible for determining, together with their financial, legal, and tax advisors, the suitability for them of an investment in the Fund. Prospective investor will be required to represent that they have reviewed the Fund’s private offering memorandum, and in particular the “Risk Factors” section thereof. Past performance is no guarantee of future results. No representation is made by the Investment Manager that the objectives of the Fund, or the investment strategies utilized by the Investment Manager, will be successful, or that any particular investment will be profitable or will not incur losses. Reproduction of this document without the express written consent if the Investment Manager is prohibited.