Case Studies

chestnut advisory fund of funds

Poor Asset Flows Despite Outstanding Performance

Challenge: Strong Performance, No AUM Growth

Leading Hedge Fund


 


Research Reveals Dissatisfied Clients and How to Win Them Back

Challenge: Investor Temperature Check

Global Insurance-Owned Real Estate Manager


 


chestnut advisory family office

Identifying the Right Target Investors Leads to AUM Growth

Challenge: No Institutional Interest

Regional Multi-Family Office


 


Insurance Boutique Pivots to Third Party Investor Business

Challenge: High Turnover, No Independent Identity

U.S. Private Debt Manager, Owned by Top U.S. Insurance Company