Values Inspired
Investment Model

Unlocking potential and creating lasting, and sustainable wealth that positively impact humanity and the environment.

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Recent Ventures:

About Us

We operate a multi-strategy private equity firm with real asset platforms dedicated to profits and value creation.

UTF Holdings LLC and its affiliated entities manage discretionary assets and have top-tier track records.

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Our Approach

We employ a Methodical Investment Process that aims to ensure the best investments are made.
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1

Deal Origination

We leverage UTF’s global relationships and network, proactively seek opportunities and idea generation, and conduct high level review

Due Diligence

2
We conduct bottoms up due diligence, gather and review all available information and use it to develop a financial model and complete independent risk analysis.

Impact
Assessment

3
Does the investment make positive impact for humanity & the environment? We base our assessment on the UN SDGs.
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(UN SDG)

Approval Phase

4
We discuss and approve the preliminary investment structure and draft the Investment Memorandum.
5

Closing

We Receive Investment Committee approval. Then submit binding commitment and finally draft definitive agreements and other legal documentation, as needed.

Portfolio
   PROJECTS

We choose exceptional projects, the ones that provide value to the planet, to the people, whilst also focusing on profitability.
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Digital Disruption

Technology Driven Worldwide Distribution, Record Label, and Digital Rights Management Company.
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Obsidian IP Investment Partners

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Fig API

Closing the credit gap between global and local lenders with the strongest emerging market business.
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Electric Tree

Technology removing Carbon Dioxide (Co2) from the atmosphere.
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DiagnoStar

Technology providing a safe and convenient web-based telehealth consultation hub with world-class medical providers.
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Our Board

Kalu K. Ugwuomo, Jr
Over 10 years experience in private equity. Senior Associate and Vice President at The Bronfman Investment Group.

He developed its growth equity platforms focusing on Media , Clean Tech, Health Care and Consumer packaged goods.
Mary Ann Thompson-Frenk
Recipient of the 2018 Civic Pioneer Award, considered one of the highest recognitions given by Congress to a USA female citizen. She is a co-founder of The Memnosyne Institute.  

She is a published writer, award-winning sculptor, human rights/environmental activist, and an investor who focuses on sustainability in business.
Akinseye Akinola
Chief Investment Officer at Tangerine Life, one of the largest life insurance firms in West Africa, investing and allocating a $100m multi-asset, multi-strategy investment portfolio.

He was an Executive Vice President at Standard Bank Group, Africa's largest bank.
Chase Robertson
Mr. Chase Robertson has over 12 years of experience in Investments, Private Equity, Investment Banking and Corporate Banking.

Served as MD of Robertson Global Credit; the private capital team of a large Texas based family office group and a Principal and Co-Head of Energy at Industry Capital.

Industry Capital is a 1.9 Billion AUM private Equity firm that manages money for Institutional clients.

Our
Conversations

Featured
News

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Memnosyne Institute

Memnosyne Institute helps the diverse people of the world, consciously encourage an evolution for themselves, and for future generations by providing humanity with the means to encourage positive, peaceful global collaborations...

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Portfolio News

Our Founders are solving the global crisis!

CBS News: Colorado company may be our best hope for reversing climate change.

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Events

Dallas Investment Forum

Members have in the aggregate over $10 billion in assets under management, and invest across the U.S. with a heavy focus in the Southwest.

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Conversations

In This Together & The Memnosyne Institute present: A Conversation between Van Jones & Bill Shireman tossing out political labels and seeking areas of common ground between conservatives and progressives where communities can collaborate to improve our world locally and internationally.Hosted by Bill Shireman of "In This Together" and Mary Ann Thompson-Frenk & Joshua Raymond Frenk of The Memnosyne Institute. Sponsored by UTF Holdings and The Memnosyne Institute.

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