Private Equity Vets Form New Advisory Firm

May 7 2007 | 11:23am ET

A trio of former Pacific Corporate Group executives has formed a new private equity advisory and investment management firm, signing up a couple of high-profile institutional investors as its first clients.

Leucadia Capital Partners, based in La Jolla, Calif., will provide research and investment expertise, and was created to fill a hole in the current p.e. advisory market, according to founder and CEO Monte Brem.

“Prior to forming LCP we spent extensive time with leading private equity general and limited partners who expressed a market need for additional adviser and investment management alternatives due to the departure of many market players to the fund-of-funds model,” Brem, the former president of PCG, a $15 billion p.e. firm, said. “LCP offers a specialized separate account (single limited partner) structure that is customized from an allocation and investment process perspective based on each client’s unique needs.”

LCP also announced that it has been retained by the $1.1 billion George Kaiser Family Foundation and the $500 billion Kuwait Investment Authority.

Joining Brem are fellow PCG alums Tom Keck, formerly head of research at PCG, as chief investment officer and former PCG managing director Jose Fernandez in the same position.

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