Seasoned Local Agent With a History of Success
Proven & Successful Track-Record
Local Team & Regional Presence
Established Relationships with 400+ LPs
Research Driven Placement Approach
Latin America has become a highly sought-after fundraising region for fund managers for a variety of reasons
Fund Level Considerations
- The inherent value associated with having a geographically diversified investor base
- Access to a growing $1.1T pension fund and insurance company AUM base
- ≈ 6,310 UHNW individuals (+$30M) with a total estimated wealth of $860B
- Access to investors that can contribute strategic regional value at the fund level
Regional Considerations
- Low levels of private equity and alternative investment penetration
- Increasing levels of investor sophistication and LP allocations
- Favorable regulatory changes for alternative investments
- Diversified demographics and a younger population
$5B+Total Capital Raised
3Offices: Bogotá, Panamá & Miami
4Co-Investments/ Single Deals
400+LPs
Value Added to GP’s:
Privileged Access
Proprietary network of relationships, including access to key gate keepers and high-level decision-makers at pension funds, insurance companies, endowments, and family offices (HNWIs)
Local Expertise
ROAM has a unique understanding of local investor’s cultures, processes, and needs. Developed and maintained by dedicated local teams across offices in Bogota, Santiago, Panama, and Miami
Proven Track Record
ROAM has a dedicated team of 10, with more than 100 years of combined experience and over $5 billion raised in alternative investments allocations
Conviction & Focus
ROAM’s research-driven and highly selective fund manager due diligence process is a catalyst for the Firm participating as an LP in most mandates. ROAM has a singular focus on capital raising for alternatives managers, no ancillary lines of business, conflicts, or distractions
Research Capabilities
ROAM’s granular Scorecards and objective Peer Group Analysis have become an important reference and a crucial starting point in investor DD processes, affording prospective LPs with a convenient roadmap to perform/complement DD activities
LP Diversification
ROAM affords GPs access to a high-quality and growing LP base that will provide investor diversification as well as a permanent source of capital for subsequent fundraises (≈ 2x – 3x ‘re-up’ rates)
Regulatory Compliance
ROAM ensures full legal and regulatory capital-raising compliance in each country were placement activities are rendered, relying on structures that have been time-tested and validated by expert law firms and local regulators
Value Added to LP’s:
Privileged Access
Access to General Partners with world-class multi-asset alternative investments track records (top quartile, in most cases) primarily in the United States and Europe
Guaranteed Capacity
All ROAM mandates have guaranteed capacity clauses, affording Limited Partners access to funds that are typically oversubscribed due to excellent track record and performance
Due Diligence
ROAM’s core value-add lies on a robust research-driven manager selection process, based on a complete understanding of alternative investments including a thorough analysis of the various private market strategies and sub-strategies, that yield the best risk-adjusted returns
Research Capabilities
ROAM’s internal research capabilities afford investors with in‐depth fund manager, sector, and opportunity set analysis
Pre & Post Investment Support
ROAM assists in the management and coordination of the due diligence process, providing support on the closing of the subscription process as well as post investment fund manager support via periodic information updates
No Intermediation Fees
ROAM helps Limited Partners improve returns by affording them “direct” access to alternative investments, without intermediation and “net IRR” leakage from banking fees
Proven Track Record
ROAM has a dedicated team of 10, with more than 100 years of combined experience and over $5 billion raised in alternative investments allocations
Superior Returns
Access to alternative investments opportunities with top tier historic risk-adjusted returns that are superior to public equities