OUR APPROACH

Strategic AdvicePermanent CapitalLong-Term Partnership

Cape Otway is a strategic advisor and permanent-capital partner to founder-led UHNW wealth firms, helping founders scale their businesses or transition their legacy through genuine long-term partnership.

We advise and invest alongside founders to protect the culture, values, people, and client trust they have built—while helping define their firm’s next chapter.

About Cape Otway Capital

Cape Otway Capital is a strategic advisor and permanent-capital partner to founder-led UHNW wealth firms

We partner with and advise RIAs, multi-family offices, and OCIOs whose founders are planning what comes next – working alongside them to build stronger firms while preserving the values, relationships and culture behind their success.

At Cape Otway we have decades of experience scaling investment and wealth management firms. We believe that for firms to reach their next level, a combination of capital, operating experience, and expanded capabilities is needed.

For founders considering legacy and succession, Cape Otway offers an enduring home for what they built, delivering trusted advice and hands-on partnership – protecting culture, clients and people, and preparing the next generation to lead, on the founder’s timeline.

Cape Otway is backed by permanent family capital and headquartered in New York City.

Meet our founder

Matthew J. Edmonds

Matt Edmonds is an operator, investor, and business builder who has spent three decades helping investment and wealth management firms reach their next level.

His experience spans institutional investing, operating leadership, M&A, technology and AI, giving Cape Otway an unusually broad perspective on what it takes to build enduring firms.

Most recently, Matt was President of Jordan Park Group, a multi-family office and wealth management platform that grew from approximately $12 billion to $24 billion during his tenure.

Previously, he served as President and COO of Atticus Capital, where he partnered with founder Timothy Barakett as the firm grew from $1 billion to more than $22 billion in AUM – and subsequently as CEO of TRB Advisors, the Barakett family office and private investment firm. He also served as President of Hutchin Hill Capital, helping scale the firm from $800 million to more than $5 billion.

Earlier, Matt spent nearly a decade at Morgan Stanley in M&A and investment banking advising founders and boards, and later served as Partner and Chief Innovation Officer of PJT Partners Inc., the independent investment bank.

Matt has sat on both sides of the table: he has built teams, managed investment platforms, partnered with and advised founders through ownership, growth and leadership transitions, and helped create substantial long-term equity value.

That experience shapes Cape Otway’s approach: the transaction is only the beginning. The real work is protecting what made a firm successful while building what comes next.

Matt lives with his family in New York City.

Contact Cape Otway Capital

Let’s Talk About What Comes Next

Every firm’s path is different. If you’re considering growth, succession, or a long-term partner, we welcome a confidential conversation about what matters to you and your firm.

    Location

    CAPE OTWAY CAPITAL
    12 Mercer St, 2nd Flr
    New York, NY 10013
    T +1 212 256 8592
    info@capeotway.com

    CAPE OTWAY CAPITAL
    12 Mercer St, 2nd Flr
    New York, NY 10013