Private asset advisory — from investment decision to portfolio stewardship

Private asset investments require more than capital. They demand ongoing attention, rigorous analysis and the judgment to act at the right moment.
Family offices and private investors often build diversified positions across geographies and asset classes, but lack the in-house capacity to monitor them properly, assess their performance against benchmarks, or decide confidently when to hold, reinvest or exit.
This is where we come in. Haritz Capital works alongside investors throughout the full investment lifecycle — from sourcing and underwriting new opportunities on a strictly buy-side basis, to stewarding existing positions with the same rigour we would apply to our own. We bring institutional-grade analytical discipline to the private investor context, without the conflicts of interest that come with larger, sell-side oriented advisory firms.