Three funds built under one investment framework.

Terlato-Smith Holdings allocates capital across private real estate, thematic public equities, and quantitative futures strategies through three distinct vehicles.

Real estate property

Real Estate Holding Fund

A single-family real estate fund consisting of $2 million in assets across Texas, focused on durable value, market selection, and long-horizon stewardship.

Technology and AI

Technology & AI Equity Portfolio

A thesis-driven public equity portfolio centered on technology and artificial intelligence, built around concentrated views, structural tailwinds, and fundamental conviction.

Trading desk

Quantitative Investment Fund

A quantitative investment strategy focused on commodities derivatives, using systematic models, disciplined execution, and risk controls across futures markets.