Family Office

I invest across asset classes leading my family office. Perpetually learning as a capital allocator & crossover (public + private) investor. Self-managing my core-satellite portfolio of diversified return drivers. My family office is powered with SoloWare - software built for a single user (me).*

Core

• Public equity
• 90% index and 10% active
• 0-15% leverage
• Real estate
• 80% direct and 20% industrial
• Under construction: new development (2026)
• In diligence: commercial property, ADU rental
• Self-executed strategies
• Tax loss/gain harvesting, multi-bank cash management, Norbert's gambit, Smith maneuver

Satellites

• Private equity
• 70% direct and 30% funds
• Largest private holdings: SpaceX, Drata
• Alts
• Hedge funds (multi-strat, quant)
• Largest alt holdings: Numerai, Millennium
• Crypto
• BTC, SOL, ENS and 0% meme coins

“A fit body, a calm mind, a house full of love. These things cannot be bought — they must be earned.” — Naval Ravikant

*This is not financial advice.