Institutional Investment Marketing
Investing in Paces
What does PDA offer institutional investors?
Access to private-market opportunities and institutional-grade investment strategies … paired with the flexibility to evaluate and allocate capital at the paces and cadences aligned with their investment objectives.
FINRA Series 7 & 63GT Securities Affiliate
Delivered with GT Securities
Institutional investment marketing: connecting private funds with the investors who allocate to them.
PDA's Institutional Investment Marketing Practice is delivered in partnership with GT Securities, a FINRA-registered broker-dealer, combining institutional investment marketing with the infrastructure and oversight of an established capital markets platform. In industry terms, this is third-party marketing for private funds … the work of a placement agent, introducing private equity, private credit and real asset managers to the limited partners who may allocate to them, and supporting LP capital raising and fund distribution from Florida.
As a GT Securities affiliate and independent sponsor, PDA has access to a global network of institutional investors and capital markets professionals as well as opportunities to collaborate across a broad ecosystem of GT affiliates and other industry participants.
Who we work with
Family offices,foundations & endowments.
Through these relationships, PDA helps facilitate connections between capital and opportunity, providing institutional allocators access to private-market deal flow across institutional-grade funds, alternative investment strategies and asset managers. For a family office seeking private markets access, or a foundation or endowment reviewing its investment consultant relationships, that means a curated introduction rather than a cold one.
Foundations
Endowments
Also serving public and corporate pensions, public agencies, sovereign wealth funds, ultra-high-net-worth investors and investment consultants. Direct property mandates in Northeast Florida are handled through our real estate advisory practice in St. Johns County.
Our approach
Deliberatelyrelationship-driven.
We seek to understand each investor's objectives, preferences & timing before identifying opportunities that may align with their investment mandate.
The goal is not simply to put capital to work.It is to help investors put capital to work thoughtfully, strategically and on their terms.
What access looks like
Private-market deal flow, curated.
01
Manager introductions
Curated introductions to established and emerging managers aligned with your mandate.
02
Institutional-grade funds
Publicly and privately held funds across asset classes and strategies, managed by institutional asset managers.
03
Alternative strategies
Private equity, private credit, real estate and other opportunities.
04
Co-investment & direct opportunities
Where appropriate, access to proprietary deal flow and direct participation.
Private offerings are available only to investors who meet applicable eligibility requirements, including Qualified Purchaser standards, and are subject to the review and approval of GT Securities.
Questions
Frequently asked
Family offices, foundations and endowments primarily, along with pensions, public entities, sovereign wealth funds and ultra-high-net-worth investors who meet Qualified Purchaser standards. Private offerings are subject to GT Securities' review.
