Healthcare Technology · Held
InfuseFlow
The first vertical AI platform built for ambulatory infusion centers — safety, scheduling, and workflow intelligence built into the work clinicians already do.
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Private business investments.
A representative view of our operating-company and partnership portfolio. We disclose selectively and operate quietly.
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Telehealth & Supplements · Held
Now You
FDA-approved weight loss and testosterone treatments — prescribed online by licensed U.S. providers and delivered to your door.
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Automated Food Retail · Held
Automated Retail Technologies
ART’s Just Baked smart kiosks transform food service with a fully automated, hot-made-to-order meal experience — anytime, anywhere.
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Retail Technology · Held
Allpoint
Retail Technology-as-a-Service solutions, from consulting and design to integration, implementation, and ongoing support.
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Restaurants & Hospitality · Held
Spearfish Grille
A Siesta Key marina restaurant serving classic dishes, fresh island food, and local fish with live music every night.
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Medical Devices & Surgical Hardware · Held
Alta Strada Consulting, Inc.
Medical device sales and distribution with specialized reps and facilities supporting neurosurgeons, orthopedic surgeons, and podiatrists.
Clinical & Molecular Laboratory · Held
Reliant Scientific
A full-service clinical and molecular laboratory in Sarasota, FL, providing personalized testing services including clinical, UTI, wound, respiratory, women's health, gastrointestinal, toxicology, and nail fungal diagnostics, plus mobile phlebotomy for home-bound and assisted-living patients.
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Medical Devices / ENT · Held
Dalent Medical
Developer of The Tracker™, a patent-pending, minimally invasive everting balloon system designed to navigate the Eustachian tube naturally and address Eustachian tube dysfunction with a balloon-only approach.
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Restaurants & Hospitality · Held
Rico's Pizzeria & Pasta House
A family-owned Italian restaurant serving hand-tossed pizza, house-made pasta, and classic Italian comfort dishes in a casual neighborhood setting.
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Consumer Products · Held
Operating Company VII
Long-term equity position in a cash-flowing business aligned with our investment criteria.
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Financial Services · Held
Operating Company VIII
Long-term equity position in a cash-flowing business aligned with our investment criteria.
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Get in touch
Selective by design.
Aligned by conviction.
We partner with operators, brokers, and principals on Florida real estate and private deals that meet our long-hold criteria.