Advises specialty finance groups, bond issuers and life settlement aggregators on assembling life-insurance portfolios and structuring bonds backed by life-insurance assets and managed cash.
10-K for FY2026, filed Jun 29, 2026During the latter part of the fiscal year ended March 31, 2021, we began developing an additional business offering, providing professional…View ↗
During the latter part of the year ended March 31, 2021, we began working closely with bond placement agents and aggregators to establish…View ↗
Since the latter part of fiscal 2021, our efforts have shifted toward providing professional services to specialty finance groups, bond…View ↗
No revenue reported yet.
10-K for FY2026, filed Jun 29, 2026
Advises clients on selecting life-insurance portfolios tailored to their needs; its work may also serve bond investors and other structured-finance product issuers.
10-K for FY2026, filed Jun 29, 2026During the latter part of the fiscal year ended March 31, 2021, we began developing an additional business offering, providing professional…View ↗
10-Q for Q1 FY2027, filed Aug 13, 2026
−$213.1KView ↗
Competes with Berkshire Hathaway
10-K for FY2026, filed Jun 29, 2026We encounter significant competition in the life settlements industry generally from numerous companies, including hedge funds, investment…View ↗
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