Strategic Consulting for Investment Managers
WaldCG is a consulting and advisory firm serving asset management and alternative investment organizations. We partner with institutional clients across private markets, public strategies, and multi-asset platforms to support growth, transformation, and strategic decision-making.
Our foundation is built on real-world operating experience, grounded in over a decade of firsthand leadership within some of the world’s most respected investment and alternative asset management firms. We’ve sat in the seat—building, scaling, and managing complex investment businesses—so we understand not only the strategic imperatives, but also the organizational dynamics, execution hurdles, and cultural realities that define this industry.
WaldCG blends deep domain knowledge with sharp business acumen to help clients navigate inflection points, evolve their operating models, and unlock performance. Whether advising on organizational design, product strategy, platform innovation, or market positioning, we deliver insights and execution support tailored to the specific goals and context of each engagement.
Select Recent Engagements
$100B+ AUM: Strategy & modernization for a global real estate platform
$250M+ Mandate: Private credit ETF structuring and go-to-market
$1T+ AUM: Advised on acquisition integration (data + tech)
Public-private investment model design for institutional use
Organizational redesign for multi-asset alternatives manager
Strategic advisory across private equity, credit, and secondaries