About

Worth Venture Partners (“Worth”) is a New York-based investment advisor providing alternative emerging manager solutions. We seek to provide differentiated sources of return and diversification with emerging managers that pursue:

• Outsized returns
• A sustainable edge
• Niche expertise

Our team routinely meets with families and individuals to review tax-efficiency options for alternatives portfolios:

Worth’s Customized Portfolios allow clients the opportunity to draw from Worth’s extensive emerging manager database to allocate capital into a customized basket that meets their unique needs constructed with our oversight and assistance in manager selection.

Insurance Dedicated Funds (“IDFs”) are an increasingly popular structure due to the recently reduced time and cost to execute. Worth has been utilizing IDFs, working alongside insurance providers, to attempt to optimize the after-tax benefit. Implementation is now generally possible in a number of weeks. Alternative planning structures include: PPVA (Private Placement Variable Annuity) and PPLI (Private Placement Life Insurance).

Worth, a WBE certified manager, was founded by Abby Flamholz and David Wertentheil in October 2012. Worth began offering emerging manager advisory services in December 2013.

Through the sourcing of uncommon emerging manager opportunities, Worth seeks to provide its clients with robust return and capital preservation opportunities. Our efforts are directed towards uncovering emerging managers with expertise in strategies that are not highly correlated to traditional asset classes and that can successfully navigate changing market dynamics.

We seek to provide access to niche and opportunistic managers in the emerging stages of their firm’s growth and add a layer of due diligence oversight.