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Pre-Launch · RIA Phase
🏦

Confluence Capital

AI-augmented multi-strategy investing across systematic crypto, multi-asset macro, private real estate, and alpha generation.

4
Strategy Sleeves
44
AI Factors
8
Regime Models
16
RE Metros
15-25%
Target Return

Strategy Sleeves
Sleeve 1

Systematic Crypto

10-factor momentum scoring engine across 250+ tokens. Self-learning weights that adapt from signal accuracy. Confluence signals drive entry/exit.

30–40% allocation
Sleeve 2

Multi-Asset Macro

90-day rolling correlation matrix across 7 asset classes. 8 regime models detect market states and drive dynamic allocation shifts.

20–30% allocation
Sleeve 3

Private Real Estate

8-factor metro scoring across 16 US metros. BRRRR execution with forced appreciation. 5-8% cap rates and stable cash flow.

20–30% allocation
Sleeve 4

Alpha & Opportunistic

REIT/RE arbitrage exploiting 3-6 month price lead. Pattern recognition and event-driven positions with >75% AI confidence threshold.

10–20% allocation
Fund Terms
TermDetail
VehicleRIA (Phase 1) → LP/GP (Phase 2)
Management Fee1.5%
Performance Fee20% over 8% hurdle
High-Water MarkYes
Minimum Investment$100,000
LiquidityQuarterly, 45-day notice
CustodiansIB / Coinbase Prime
Target Return15–25% gross
Founder Share Class

1.0%

Management Fee (vs 1.5% standard)

15%

Performance Fee (vs 20% standard)

$50K

Minimum (vs $100K standard)

$5M

Capacity Cap (first 12 months only)

Early investors receive permanent reduced economics, MFN protection, advisory board seats ($500K+), and RE co-investment rights.

Risk Controls
Max Position (Liquid)
5%
Max Metro (RE)
20%
Drawdown Trigger
15%
Sleeve Correlation Cap
0.60
Max Leverage
1.5x
VIX De-risk
>25
Founder
KY

Kadeem Yearwood

Yale '15 (Econ/Psych/CS) · J.P. Morgan Asset Management 8+ yrs

VP in Real Estate Americas (Private Markets & Alternative Investments), Chief of Staff to CEO of Americas & Global Head of Liquidity. Built production AI scoring engines and multi-asset correlation platforms. Rare combination of institutional investment process and hands-on technology building.

Fund Documents
📄
Executive Summary
Pre-meeting overview
📋
Due Diligence Questionnaire
7-section DDQ
Investor FAQ
20+ Q&As
📊
Monthly Performance Template
NAV & attribution
Subscription Agreement
10-section template
🛡
Compliance Manual
14-section manual
📄
One-Pager Fact Sheet
Leave-behind
Quarterly Investor Letter
LP letter template
🎯
Pitch Meeting Prep Guide
Internal playbook
Founder Share Class Terms
Early investor economics
Competitive Moats

Proprietary AI Engines

Production scoring systems that self-learn from signal accuracy. Not marketing — live, deployed, auditable. 500+ signals with outcome tracking.

Cross-Asset Intelligence

90-day rolling correlations across 7 asset classes reveal regime changes and signals that single-asset managers miss entirely.

Institutional + Builder

JPMAM investment process (VP, RE Americas) combined with technical ability to build production technology. Extremely rare in fund management.

Interested in Learning More?

Reach out for the pitch deck, DDQ, or to schedule a conversation.

✉ Contact Kadeem