Slate Blue Mosaic
Slate Blue Mosaic · Multi-asset and solutions
Portfolios, access and liquidity.
Slate Blue Mosaic builds multi-manager portfolios, runs discretionary mandates for institutions, opens private markets to the wealth channel, and provides liquidity to investors and managers who need it.
What we do
Allocate with research. Solve with structure.
Mosaic sits at the intersection of manager research, portfolio construction and private markets structuring. Its two lines, wealth and multi-manager solutions, and private markets liquidity and secondaries, share one investment committee agenda and one fee-transparency policy.
i
Manager research and multi-manager portfolios
A manager research and selection policy, operational due diligence on every external manager, and a seeding and acceleration framework for the ones worth backing early.
ii
OCIO and institutional mandates
Discretionary outsourced chief investment officer mandates governed by a written investment policy statement, an asset allocation policy and a rebalancing and liquidity management policy.
iii
Wealth channel access
Evergreen and feeder vehicles built for advisors and distribution partners, with product-shelf governance, suitability standards and share-class and fee transparency.
iv
Secondaries and liquidity
LP interest secondaries, GP-led continuation vehicles, GP stakes, NAV lending, preferred equity and structured portfolio financing, priced under a written NAV discount methodology.
Slate Blue Mosaic
How we operate
Transparent on fees, exact on liquidity.
Every Mosaic vehicle states its share classes and fees plainly, every mandate has a written policy statement, and every liquidity transaction is priced, diligenced and, where required, supported by a fairness opinion.
At a glance
Slate Blue Mosaic on one page.
Platform
Slate Blue Mosaic, an operating brand of Slate Blue Capital
Advisory entity
Slate Blue Capital Management LLC
Lines
Wealth and multi-manager solutions · Private markets liquidity and secondaries
Governance
Secondaries investment committee charter; fairness opinion requirements; transfer consent and ROFR protocol
Client reporting
Client reporting standards on a fixed calendar
Conflicts
Cross-platform conflicts in secondary transactions handled under the firm-wide conflicts matrix
Perspectives
From Slate Blue Mosaic, in writing.
i
Liquidity is a product, not an accident
Private markets were built to be held. As more investors hold them, the ability to adjust a position has become something that must be designed, governed and priced fairly.
ii
What an outsourced CIO owes its clients
More institutions are delegating the management of their portfolios. The arrangement works best when responsibilities are explicit and the delegate's interests are plain to see.
iii
Private markets for individuals: access with guardrails
Private market strategies are becoming available to more individual investors through their advisors. That access is only useful if it comes with clear structures, plain disclosure and realistic expectations.
iv
Manager selection is a process, not a relationship
Choosing investment managers is one of the most consequential decisions in a multi-manager portfolio. It works best when judgment is disciplined by a repeatable method.
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