Strategic Investment Management for Institutional & Accredited Investors

Building Long-Term Value Through Disciplined Investment Strategies

KITE PARTNERS FUND 5, LLC is a premier investment management firm specializing in alternative investments, portfolio strategy, and risk-managed solutions for discerning clients worldwide.

Schedule a Consultation Our Services
0
Years of Experience
0
Billion Assets
0
Client Satisfaction
0
Team Members

About KITE PARTNERS

We are a specialized investment management firm with a focus on alternative investment strategies and customized portfolio solutions for institutional investors and high-net-worth individuals.
KITE PARTNERS Investment Team Strategy Discussion

Our Philosophy & Approach

Founded on the principles of rigorous analysis, disciplined execution, and long-term partnership, KITE PARTNERS FUND 5, LLC has established itself as a trusted manager of alternative investments across market cycles.

Our investment philosophy is centered on identifying mispriced opportunities in inefficient markets, employing a combination of fundamental research, quantitative analysis, and proprietary risk management frameworks.

We believe in building concentrated portfolios of high-conviction ideas rather than following market indices, allowing us to deliver superior risk-adjusted returns over full market cycles.

Learn More About Our Approach

Our Investment Services

We offer a comprehensive suite of investment management services designed to meet the sophisticated needs of our institutional and accredited investor clients.

Private Equity & Venture Capital

Access to premier private market investments across sectors and geographies, with a focus on growth-stage companies and buyout opportunities.

  • Growth Equity Investments
  • Buyout & Control Positions
  • Venture Capital Funds
  • Secondary Market Transactions

Hedge Fund Strategies

Diversified portfolio of hedge fund strategies designed to generate absolute returns with low correlation to traditional markets.

  • Long/Short Equity
  • Event-Driven Strategies
  • Global Macro
  • Relative Value & Arbitrage

Real Assets & Infrastructure

Investment in tangible assets that provide inflation protection, steady income, and portfolio diversification benefits.

  • Commercial Real Estate
  • Infrastructure Projects
  • Natural Resources
  • Timber & Agriculture

Risk Management Solutions

Comprehensive risk assessment and mitigation strategies to protect capital and optimize portfolio construction.

  • Portfolio Stress Testing
  • Liquidity Management
  • Derivatives Strategies
  • Tail Risk Hedging

Investment Research & Due Diligence

Rigorous fundamental and quantitative research to identify investment opportunities and conduct manager due diligence.

  • Manager Selection & Monitoring
  • Fundamental Analysis
  • Quantitative Modeling
  • ESG Integration

Family Office Services

Comprehensive wealth management solutions for ultra-high-net-worth families, including legacy planning and concierge services.

  • Multi-Generational Planning
  • Philanthropic Strategy
  • Tax Optimization
  • Lifestyle & Concierge

Our Leadership Team

Our team brings together decades of experience across investment banking, portfolio management, and risk analysis from leading financial institutions.
James Richardson
Chief Investment Officer

Formerly with BlackRock and Goldman Sachs. 20+ years in alternative investments.

Margaret Chen
Managing Director, Risk Management

PhD in Financial Economics. Previously risk officer at Bridgewater Associates.

Robert Fitzgerald
Head of Private Equity

15 years at KKR and Bain Capital. Specializes in technology and healthcare investments.

Sarah Johnson
Director of Client Relations

Formerly with Morgan Stanley Wealth Management. Focuses on institutional clients.

Our Investment Process

A disciplined, repeatable process that forms the foundation of our investment approach and client partnerships.
01

Discovery & Objective Setting

We begin by deeply understanding your financial objectives, risk tolerance, liquidity needs, and time horizon. This discovery phase forms the foundation for a customized investment strategy.

02

Strategy Development & Portfolio Construction

Based on your objectives, we develop a tailored investment strategy and construct a diversified portfolio across asset classes, strategies, and geographies to optimize risk-adjusted returns.

03

Manager Selection & Due Diligence

We conduct rigorous due diligence on investment managers, analyzing track records, investment processes, risk management frameworks, and organizational stability before making allocations.

04

Implementation & Ongoing Monitoring

We execute the investment plan and provide continuous monitoring of portfolio performance, risk metrics, and market conditions, making adjustments as needed to stay aligned with your objectives.

05

Reporting & Partnership

We provide transparent, comprehensive reporting on portfolio performance and maintain regular communication to ensure our partnership remains aligned with your evolving needs and goals.

Contact Our Team

Get in touch to discuss how KITE PARTNERS can help you achieve your investment objectives.

Street & Mailing Address

2470 WESTLAKE AVE N STE A
SEATTLE, WA, 98109-2282
UNITED STATES

Contact Information

Email: liannejz6oms@outlook.com.au
Phone: 839-867-8839

Office Hours

Monday - Friday: 8:30 AM - 6:00 PM PST
Saturday: By appointment only
Sunday: Closed

Client Service

For existing clients, please contact your relationship manager directly or call our client service line at 839-867-8839.

Send Us a Message

Please fill out the form below and a member of our team will respond within 24 business hours.