OUR PHILOSOPHY

How We Build Reliability

OUR STORY

We believe investing works best when it’s built on understanding and responsibility.

Every investment represents more than capital. It reflects someone’s goals, plans, and the trust they place in the people stewarding their money. That responsibility is taken seriously here, and it shapes how decisions are made and how relationships are built.

Structure and stability
Building process

The work focuses on real assets and active involvement throughout each investment. Staying close to the process allows for thoughtful oversight and informed decision-making as conditions evolve. Clarity matters. Investors should understand what they’re invested in, how it’s being managed, and why choices are made along the way.

Reliability is crafted through consistency not promises. Communication is clear and grounded in context, especially when circumstances require adjustment. Expectations are set carefully and revisited as needed. Over time, this steady approach is what builds confidence.

Office clarity
Long term partnership

Partnership here is long-term by design. Decisions are made with patience and with respect for capital that has been entrusted to us.

The focus remains on durability, disciplined execution, and outcomes that are meant to hold up over time.

This philosophy guides how we operate, how we communicate, and how we show up for the people who invest alongside us.

Durability and focus
For those looking for a reliable partner who values care as much as performance, this approach will feel aligned.
WHO WE SERVE

Our Clients

Accredited Investors (Individuals)

High-net-worth or high-income individuals who meet SEC thresholds (e.g., $200k/$300k income or $1M net worth excl. primary residence) and certain licensed professionals (e.g., Series 7/65/82). Invest directly or via SDIRA/LLC.

Qualified Purchasers

Sophisticated investors with $5M+ (individual/family companies) or $25M+ (institutions) in investments.

Institutional Investors

Banks, insurance companies, registered funds/BDCs/SBICs, and other entities with $5M+ in assets.

Family Offices

Single- or multi-family offices, generally $5M+ AUM and led by a financially sophisticated decision maker.

Registered Investment Advisers (RIAs) & Wealth Managers

Advisers allocating on behalf of accredited clients or via platform diligence.

Funds of Funds

Pooled vehicles allocating to multiple managers/strategies.

Trusts, LLCs, LPs

Entities that qualify as accredited (assets >$5M and not formed solely to purchase, or all equity owners are accredited).

Retirement Accounts (SDIRA / Solo(k))

Accredited beneficial owners investing through qualified custodians.

Corporate Treasuries

Operating companies deploying excess cash (typically $5M+ in assets).

"Our investors trust us with more than capital. They trust us with their goals and their future. Every decision we make is guided by that responsibility. My job is to make sure they always feel confident, informed, and supported."
Kiani Kharfan
Co-Founder, CEO
OUR VALUES

Our team is committed to the values that define our character and culture. 

Innovation
We elevate industry standards instead of blindly following them. Innovation at Novacrest means continuously improving our systems, our communication, and our investor experience. It means thinking creatively and embracing solutions.
Collaboration
Means working closely and staying aligned. We believe better decisions come from a shared perspective, honest communication, and accountability across our team and with our investors.
Courage
Courage shows up in how we make decisions. We take responsibility for our choices, ask hard questions, and stay disciplined.
Excellence
It is how we operate every day. It’s reflected in preparation, consistency, and follow-through, especially in the details that don’t always get noticed but always matter.
Altruism
This means remembering there are people behind every investment. We act with care, respect, and long-term consideration for our investors, partners, and the communities connected to our work.
Learn More About Our Team
THE BLOG

The Latest at Novacrest

May 12, 2026
Coming Soon: A New Standard in Aviation Investing

As we prepare to introduce a new offering built on that same foundation, we are expanding into a new asset class: private aviation.

Read Article
April 22, 2026
How Novacrest Diversifies Your Investment Portfolio Beyond Traditional Real Estate

At Novacrest, diversification is built into the foundation of every investment opportunity. Through a combination of structured real estate strategies and emerging alternative assets, Novacrest offers a modern approach to building resilient, stable portfolios.

Read Article
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