The Firm
We founded JCG Enterprises LLC to connect investment talent with capital. Based in the Boston area, we work with investment managers whose capabilities deserve a wider audience.
Our focus is managers with strong performance who have limited assets under management and limited access to suitable distribution.
We help them identify potential partners, explain their capabilities, and build relationships with people who make allocation decisions. Each engagement reflects the manager's business, resources, and goals.
Theodore (Tod) M. Perry
His background spans 40 years in institutional investment sales, sales management, business development, and responsibility for business profitability.
His experience includes SSgA, Charles Schwab, and Algorithmic Investment Management. Having worked on both the buying and selling sides of sub-advisory relationships, he understands how managers present their capabilities and how firms evaluate outside investment talent.
He holds a BA from the University of North Carolina at Chapel Hill.
Pilar DiTomaso
Her background spans operations leadership, business administration, sales support, project management, and business development, with a focus on operational efficiency, relationship management, and business growth.
Her experience includes Vicor, Markit, and Broadridge, as well as nonprofit leadership. Throughout her career, she has partnered with executive teams to manage complex operations, streamline processes, coordinate strategic initiatives, and build strong internal and external relationships. As Managing Partner, Operations and Sales, she combines operational expertise with a hands-on approach to business development, client relationships, and organizational growth.
She holds a bachelor's degree in Marketing and Business Administration from Southern New Hampshire University.
A Contact List Identifies a Name. A Working Relationship Provides Context.
A contact list can identify a name. A working relationship provides context: what a firm needs, how it evaluates managers, and when a conversation may be useful.
Our network reflects four decades of working with investment managers, distributors, RIAs, family offices, and pension plans. A manager cannot recreate that history through a marketing campaign.
We use those relationships with care. We prepare for introductions, explain why a potential fit deserves consideration, and follow through after the first conversation.
From a Private Offering to a Public Offering
Our experience includes helping a REIT raise more than $50 million in seed funding, supporting its move from a private offering to a public offering.
That work required explaining the opportunity, developing relationships with potential sources of capital, and maintaining follow-through throughout the fundraising process.
Tell us where your business stands and what you want to accomplish. We will consider where our experience and relationships may be useful.
Contact JCG