Relationship managers dedicated to your fund’s success

Our Private Equity and Portfolio Management team provides deep and broad banking product relationship management and engagement for our clients. A dedicated relationship manager will take time to understand your fund’s needs and provide optimal solutions to help achieve your goals.

  • Private equity investment

    Increase available capital

    We are a partner for private equity funds focused on public welfare investments or CRA-eligible Small Business Investment Company (SBIC) funds.

  • Fund finance services

    Strengthen liquidity and capital management

    Optimize your fund’s efficiency and working capital through dedicated subscription finance and capital call facilities.

  • Fund administration, escrow and custody

    Reporting and custody

    Use our tools and expertise to manage, administer, report and mitigate risk across funds and investment transactions.

Powerful banking solutions

We offer the full suite of U.S. Bank solutions to support the banking, financial and operational needs of your fund and your portfolio companies.

Treasury and depository services

Empower your treasury department

Optimize your accounts payable and accounts receivable, access the latest digital treasury tools and manage fraud risk. 

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Sustainable deposits

Make an impact with excess liquidity

Sustainable deposits offer the familiarity and low-risk profile of traditional bank deposits along with a unique blend of additional benefits.

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Capital solutions

Solidify your capital structure

Receive guidance from our experts in fixed income and capital markets and access strategic financing and capital solutions to support growth, acquisitions, capital raises and other fund or portfolio company needs.

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Liquidity and investments

Sustain cash flow as needs change

Use our tools and expertise to manage deposits and liquidity, mitigate risk, manage account balances and invest for the short- and long-term.

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Equipment leasing and finance

Access equipment and technology

Procure the technology and equipment you need to help you execute projects efficiently with flexible financing options.

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Credit card and payment programs

Facilitate purchases, travel  and expense management

Simplify your payments ecosystem and mitigate risk using purchasing cards, travel cards and other procurement solutions.

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A consultative approach

Your relationship manager will take the time to understand your organization and what you seek to achieve in the community. Whether your focus is job creation, affordable housing, environmental sustainability, or helping small businesses succeed, we’ll customize private equity solutions to help you achieve your goals.

FAQ about our Private Equity and Portfolio Management team

Yes. We make private equity investments in select public welfare investment (PWI) and Small Business Investment Company (SBIC) funds that align with our strategic priorities. Through our fund-of-funds approach, we invest in funds that advance positive community impact while providing access to capital and banking solutions.

Yes. We originate, underwrite and manage subscription finance and capital call facilities for qualifying public welfare investment (PWI) and Small Business Investment Company (SBIC) funds.

We offer a full menu of treasury management services to meet your current and future needs.

The team has expertise in all aspects of treasury management and payment solutions. Moreover, we serve as your connection to the bank’s other services and solutions such as trust and custody, merchant processing, wealth management, leasing and credit.

We provide you with a single point of contact — a relationship manager — who introduces, informs and collaborates with you to make sure you have access to all the solutions the bank offers.

We work hand-in-hand with partners in lending and equity across product areas including affordable housing, community finance and infrastructure finance. In addition to the solutions our team directly provides, we connect clients with lending, investment and banking solutions across U.S. Bank. Our approach ensures holistic customer service for both your fund's and your portfolio companies' banking and finance needs.

You can learn more about managing deposits and liquidity by visiting this page.

Contact our team

Our Private Equity and Portfolio Management team is here to help you maximize your positive impact on communities by optimizing your operations through equitable access to our solutions, services and product education.

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Disclosures

Investment and insurance products and services including annuities are:
Not a deposit • Not FDIC insured • May lose value • Not bank guaranteed • Not insured by any federal government agency.

Financing maximums and terms are determined by borrower qualifications and use of funds. For deferred payments, interest accrues and is amortized over the remaining balance and term.