Institutional Alts Expertise.
Independent Perspective.
Bluebird Alts Advisory provides senior-level counsel on alternative investments, private markets, OCIO strategy, and strategic transactions — without the conflicts of a large platform.
OCIO Strategy
Evaluation, structuring, and oversight of OCIO mandates for endowments, foundations, and public plans.
Alternatives Portfolio Review
Independent assessment of existing alternatives programs — identifying structural gaps, pacing issues, and strategic opportunities relative to peer institutions and long-term objectives.
Investor Relations Advisory
Strategic counsel for alternative investment managers on institutional LP development, positioning, and relationship management with endowments, foundations, public pensions, and allocators.
A focused set of engagements where deep alternatives expertise and senior relationships drive material outcomes.
Advisory Services
What We Do
Private Markets Advisory
Program design and co-investment program design across private equity, private credit, real assets, and venture capital for institutional and family office clients.
M&A & Strategic Transactions
Advisory on acquisitions, partnerships, and strategic combinations in the institutional asset management space, including OCIO platform transactions and alternatives boutique M&A.
Program Design & Implementation
Ground-up design and build-out of alternatives programs, including policy development, target allocation frameworks, pacing models, and GP relationship sourcing.
Built on 26 Years of Institutional Alternatives Expertise
Marc Friedberg, CFA is the Principal of Bluebird Alts Advisory LLC and a senior investment executive with deep expertise across private markets, OCIO strategy, and institutional portfolio management.
As Head of Alternative Solutions at Wilshire Associates — a $1.5 trillion AuA adviser — he led the firm's private markets advisory efforts across private equity, venture capital, and real assets , overseeing discretionary portfolios and OCIO mandates for endowments, foundations, public pension plans and multi-family offices.
Marc founded Bluebird Alts Advisory to deliver institutional caliber of counsel independently — with no product shelf, no distribution conflicts, and full alignment with the client.
26+
YEARS IN ALTERNATIVES
$1.5T
AUA — WILSHIRE ASSOCIATES
CFA
CHARTERHOLDER
Wilshire
Former head of Alternative Solutions
Get in Touch
Start a Conversation
Reach out directly at Marc@bluebirdalts.com or use the form below. I work with a small number of clients at any given time. If you are evaluating an alternatives program, considering a strategic transaction, or looking for senior-level counsel, I welcome the dialogue.