Uinta Investment Partners

Name

Uinta Investment Partners

Legal name

Uinta Investment Partners, LLC

Website

https://uintainvestmentpartners.com

Company type

Private

Founded year

2017

Operating status

Operating

Headcount range

1–10 employees

Ownership category

akta.pro rank

Product category

Multi-Family Office Investment Advisory

NAICS

Portfolio Management and Investment Advice (523940), Other Financial Investment Activities (5239)

SIC

Investment Advice (6282)

akta.pro primary industry

Family Office Investment Platforms & Direct Investing (PE/VC/Co-Invest) (FSAAADAH)

akta.pro secondary industries

Family Office Advisory & Outsourced CIO (OCIO) (FSAAADAC), Family Wealth & Multi-Generational Planning RIAs (HNW/UHNW-lite) (FSAAACAH)

Keywords

• Multi-family office services
• Alternative investment management
• Specialty finance strategies
• Litigation finance investing
• Private market advisory

Headquarters

HQ city

Park City

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Others

Revenue model

1. Investment Advisory and Management Fees: Revenue generated from managing alternative income investments for family offices and high net worth clients. The firm structures and finances niche income-producing investments in private markets including specialty finance and litigation finance.

Pricing tiers

Go-to-market motion2 records

Distribution channels3 records

Marketing channels5 records

Core offering

Uinta Investment Partners is a multi-family office and registered investment advisor that structures and manages niche, income-producing alternative investments in private markets. The firm offers two core strategies—Diversified Specialty Finance and Litigation Finance—delivered through the Uinta Income Fund vehicle, providing family offices, high-net-worth investors, and their financial advisors with uncorrelated income, principal protection, and value creation over three-to-five-year investment horizons.

Product overview

Uinta Investment Partners is a multi-family office and registered investment advisor that offers a unified investment platform comprising two core investment strategies: Diversified Specialty Finance and Litigation Finance. The firm, which merged with Alternative Income Solutions in 2024, provides income-based investment solutions to family offices, high net worth investors, and their advisors. The platform emphasizes income generation, principal protection, and value creation through uncorrelated investment opportunities championed by domain experts. The Uinta Income Fund serves as the primary vehicle for implementing these income-generating strategies.

Differentiator

Problem solved

Functional benefit

Products and services

• Diversified Specialty Finance
• Litigation Finance
• Uinta Income Fund

Segments3 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

Two partnerships are on record, tiered core and minor.

• Alternative Income Solutions (AIS)coreStrategic or Co-development Partner · 1 January 2024Merger with Alternative Income Solutions in January 2024 to expand and improve income-based investment platform. AIS was founded by Don Plotsky and Andrew Saunders. The combined firm is uniquely positioned to offer income-based solutions to family offices and high net worth investors.
• Castle Hill Capital PartnersminorStrategic or Co-development PartnerAndrew Saunders, Managing Partner at Uinta, is also co-founder and president of Castle Hill Capital Partners. This represents a connection between investment professionals rather than a formal corporate partnership.

Scale indicators2 records

Recent moves6 records

Expansion highlights4 records

Direct peers

• Burford Capital: Burford Capital is the world's largest publicly-traded litigation finance provider, offering institutional investors exposure to legal finance investments. Uinta's Litigation Finance strategy competes for the same allocator interest in uncorrelated, high-yielding legal-asset exposure.
• Omni Bridgeway: Omni Bridgeway is one of the largest global litigation finance funders, operating across multiple jurisdictions. As a competitor in the litigation finance strategy that Uinta offers to family offices and HNW clients, Omni Bridgeway targets similar uncorrelated, income-producing exposure to legal assets.
• Arixa Capital Company: Arixa Capital is a direct private lender focused on real estate-backed lending, with a strong presence in the HNW/family office segment. Uinta's co-founder Don Plotsky was interviewed by Arixa's Jan Brzeski on the Beyond Wall Street podcast, signaling direct overlap in serving the same HNW allocator base seeking non-correlated private market income strategies.
• White Oak Global Advisors: White Oak is a specialist private credit and specialty finance investment manager focused on direct lending and asset-based finance strategies. Uinta's Diversified Specialty Finance strategy competes directly with White Oak's specialty finance offerings for family office allocations to uncorrelated income.

Broad incumbents

• Bessemer Trust: Bessemer Trust is a large multi-family office providing comprehensive wealth management to ultra-wealthy families, including alternative investment access. As a much larger incumbent multi-family office, Bessemer competes for the same family office and UHNW client relationships that Uinta targets, though with a broader service offering.
• Focus Financial Partners: Focus Financial Partners is a leading partnership of independent wealth management firms, providing RIA services to HNW clients. As a large RIA network, Focus-affiliated firms compete with Uinta's financial advisor referral channel for the same HNW client allocations to alternative income strategies.
• Pitcairn: Pitcairn is a multi-family office serving ultra-wealthy families with customized investment solutions including alternatives. As a more established multi-family office competitor, Pitcairn offers similar income-oriented and alternative investment capabilities to Uinta's target clients but with deeper scale.
• Cerity Partners: Cerity Partners is a large independent wealth management and multi-family office firm offering investment advisory services to HNW individuals and families. Cerity's alternative investment platform competes with Uinta's offerings within the same advisor-referred client base.

Emerging players

• Castle Hill Capital Partners: Castle Hill Capital Partners is a small investment firm co-founded by Andrew Saunders, Uinta's Managing Partner. While primarily focused on hedge fund and private equity capital introduction, the affiliation creates a meaningful peer relationship in the alts capital-formation space serving the same HNW/family office segment.
• Pacific Asset Enhanced Income Fund / Praxis Alternative Asset Management: Praxis is an emerging manager in alternative income strategies, focused on enhanced income and specialty finance solutions for HNW investors and advisors. As a similarly-sized emerging alternative income platform, Praxis competes with Uinta for the same specialty finance allocations.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights6 records

Customer concentration

• YouTubeyoutube.com/@UintaInvestmentPartners
• LinkedInlinkedin.com/company/uinta-investment-partners-llc

Revenue estimate

Valuation estimate

Number of profiles

Profiles4 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments1 record

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Uinta Investment Partners