Retail
Wine & Spirits Portfolio
Four established stores supported by disciplined purchasing, inventory management, and local customer knowledge.
Our portfolio
Diversified by sector. Unified by approach.
A growing portfolio of operating businesses and real estate shaped by active management and a long-term investment horizon.
Portfolio overview
More than a collection of assets.
Each platform benefits from shared operating discipline while retaining the local knowledge and category expertise it needs to perform.
Hospitality
Lodging Assets
Hotel and motel investments approached through active ownership, operational improvement, and thoughtful capital planning.
Hospitality
Wellness & Franchise Concepts
Fresh Monkee franchise locations and the Not Just Shakes wellness café platform across growing consumer categories.
Real Estate
Multifamily & Mixed-Use
Residential, commercial, and downtown Providence properties managed for stability, improvement, and long-term value.