Altriarch Asset Management Hits Three-Year Track Record

Charleston, S.C. - Dec. 17, 2024 - Altriarch Asset Management ("Altriarch"), a private credit firm, announced today that it has reached its three-year performance milestone following the launch of its lender finance strategy in November 2021.  Altriarch leverages rigorous research to design financing solutions suited to underserved markets.  Its approach emphasizes discipline, innovation and risk management, catering to institutional investors seeking exposure to alternative credit strategies.

The Firm's disciplined and innovative investment solutions have fueled significant AUM growth.  This progress is supported by strong investor confidence, including a recent $70 million commitment from the State of Wisconsin Investment Board.

Strategy Highlights:

  • Investment Focus: Crafting tailored asset-based loans secured by accounts receivable and related assets, targeting fragmented markets not well served by traditional lenders.

  • Annualized Yields: 14.00% in 2022, 14.41% in 2023, and on pace to achieve a net target of 14.00% in 2024.

  • Flagship Fund: Altriarch Specialty Finance Fund, LP, launched in August 2023, positioning itself to address evolving market opportunities and demand.

Danielle Brown, General Partner, commented on the strategy's achievements and approach, saying, "We are proud of our progress over the past three years.  AUM growth and achieving consistent returns are both significant accomplishments made possible by the trust of our investors and the hard work of our team.  We remain focused on delivering tailored financing solutions that create value for both our investors and the niche markets we serve, empowering businesses to thrive."

*Past performance is no guarantee of future results. There can be no assurance that any Altriarch investment or strategy will achieve its objectives or avoid substantial losses.

About Altriarch

Altriarch Asset Management is a private credit firm based in Charleston, South Carolina, specializing in asset-based credit solutions for fragmented markets underserved by traditional lenders.  The Firm provides investors, including institutional investors and family offices, with access to various investment opportunities.  For more information, please visit www.altriarch.com.

IMPORTANT DISCLOSURE INFORMATION

Past performance is not indicative of future results.  This information is provided for illustrative purposes only and is not a prediction, projection or guarantee of future performance.  The investments discussed herein may be unsuitable for investors depending on their specific investment objectives and financial position.  Investors should independently evaluate each investment discussed in the context of their own objectives, risk profile and circumstances.

Alternative investments often are speculative, typically have higher fees than traditional investments, often include a high degree of risk and are appropriate only for eligible, long-term investors who are willing to forgo liquidity and put capital at risk for an indefinite period of time.  They may be highly illiquid and can engage in leverage and other speculative practices that may increase volatility and risk of loss.

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