Selected Portfolio

John Aaroe Group is one of the largest locally-owned and operated residential real estate brokerage firm with locations throughout greater Los Angeles. John Aaroe previously built and oversaw the most productive real-estate company in the U.S, which was eventually sold to a division of Berkshire Hathaway. We are strategic partners and substantial equity investors in John Aaroe Group.


Forefront Capital Advisors is a global financial services firm that provides alternative investment management, merchant banking and investment banking services. The foundation of Forefront is its ability to attract highly respected and influential business leaders. Forefront's unique community and relationships provide opportunities typically not available to boutique firms. We are investors in a private convertible note to fund the build out of the firm's investor community.


Kroger, the nation's largest traditional grocery retailer, employs more than 400,000 associates who serve customers in over 2,600 supermarkets and multi-department stores in 34 states under two dozen local banner names including Kroger, Dillons, Fred Meyer, Fry's, Ralphs and Smith's. The company also operates 782 convenience stores, 326 fine jewelry stores, 1,330 supermarket fuel centers and 40 food processing plants in the United States. Kroger, headquartered in Cincinnati, Ohio, focuses its charitable efforts on supporting hunger relief, delivering over 200 meals annually, and local organizations in the communities it serves. Mr. Beyer is both a shareholder and the Lead Independent Director of the Board. 


The Milwaukee Brewers Baseball Club is a professional baseball team based in Milwaukee, Wisconsin and a member of Major League Baseball. The team was purchased in 2005 by an investor group led by Mark Attanasio. Mr. Beyer is an investor and a member of the club’s Advisory and Finance committees.


Skyline Financial is a leading full-service mortgage banking & brokerage firm in Southern California. The Company has executed a consolidation strategy to drive expansion. Skyline is run by Bill Dallas, a tested executive with over 30 years of experience in the California mortgage market. We have partnered with the private equity firm, Upfront Ventures, in this investment.


The Veggie Grill is a fast-growing Southern California based restaurant chain concept serving delicious and wholesome plant-based food to health conscious, but taste focused customers. We have supported the strong growth of The Veggie Grill through our equity investment in the Company.


Zenergy is Sun Valley, Idaho's valley’s premier health club and spa. This 48,000-square-foot facility features a world-class spa with nine treatment rooms, a variety of massage modalities, physical therapy, acupuncture, reflexology, a nail salon, hair studio, and other aesthetic services. The health club includes indoor and outdoor saline pools, tennis courts, cardiovascular & weight training gyms, squash court, Pilates, group fitness, indoor cycling, and yoga studios. Zenergy consistently ranks as one of America's top luxury fitness facilities. We are control equity investors in Zenergy.