Summary
Overview
Work History
Skills
Timeline
Generic
Frederick L. Fellows

Frederick L. Fellows

Palm Beach,FL

Summary

CRITICAL THINKING and

DEAL MAKING are the two most notable skillsets which standout.

Known for executing the extremely difficult and complex transactions.

Overview

23
23
years of professional experience

Work History

Proprietor

Basalt Capital LLC
04.2008 - Current
  • Basalt Capital is a 'One-man Family Office', a long-term investor and advisor.
  • Primarily as an LP investor, Mr. Fellows manages his portfolio of CRE bonds, CRE equity, various business investments, and various Private Equity interests. Select investments with long-term interests.
  • CRE: CRE senior living, multifamily and 3N leased properties (bonds, equity and debt).
  • Tech: Briq (private), a CRE construction financial automation platform that is changing the way construction companies run their business.
  • VBC: P3 Healthcare Partners (Nasdaq “PIII”), patient-centered, physician-led, healthcare provider for Medicare Advantage lives.
  • Vet: Thrive Pet Healthcare (private), primary, specialty, & emergency services for all of pet's healthcare needs.
  • Researched potential partners in order to expand services offered.
  • Reviewed legal documents related to business operations.

Managing Director, Structured Finance & ABS & CMBS Trading

SWS Securities, Inc.
Chicago, IL
04.2001 - 12.2007
  • Mr. Fellows operated a stealth, high yield CMBS trading.
  • Focus on less liquid and complicated securities.

Skills

  • Capital Markets
  • CRE Finance
  • Business Development
  • Structured Finance
  • Investment Banking
  • Strategic Business Development
  • Portfolio Management
  • Leadership & Staffing
  • Technology, Early-Stage
  • Private Equity, Healthcare
  • Investment Management
  • HY CMBS Trading & Sales
  • Sales & Marketing
  • Public Speaking

Timeline

Proprietor

Basalt Capital LLC
04.2008 - Current

Managing Director, Structured Finance & ABS & CMBS Trading

SWS Securities, Inc.
04.2001 - 12.2007
Frederick L. Fellows