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Case Study
Jefferson River Capital Single Family Office
Jefferson River Capital is a single family office (SFO) in New York City with an over $1 billion portfolio across public and private markets. The family has been investing and growing a diverse portfolio for over 30 years, yet manages to operate with a small team.
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This Case Study dives into:
How Jefferson River Capital built an agile single family office with Masttro.
How Masttro delivered security, customization, and operational efficiency for their team.
How implementation enabled tracking of 200+ alternative investments seamlessly.
How Doc AI automated data capture for capital calls, distributions, and valuations.
Jefferson River Capital is a single family office (SFO) in New York City with an over $1 billion portfolio across public and private markets. The family has been investing and growing a diverse portfolio for over 30 years, yet manages to operate with a small team.
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