Barenberg Capital Partners is a private advisory firm combining quantitative trading technology, AI-powered deal intelligence, and investment advisory — built for those who measure success in decades, not quarters.
Precision · Performance · Permanence
Proprietary Technology
A self-improving AI system that learns from every trade it takes.
Our platform deploys a closed-loop artificial intelligence engine across equities and digital assets — continuously analyzing market microstructure, refining its own decision logic after each trade cycle, and adapting to evolving conditions without human intervention. The system does not follow a fixed rulebook. It rewrites its own.
Multi-Dimensional Signal Fusion
Rather than relying on any single indicator, the system simultaneously evaluates multiple independent market signals across price action, volume dynamics, and structural momentum. Positions are only initiated when signals reach a statistically significant confluence threshold — eliminating low-probability noise trades entirely.
Recursive Self-Improvement
At regular intervals, a dedicated AI critique agent reviews all recent trades — wins and losses — to identify systematic patterns, signal failures, and emerging edge conditions. Its findings are used to automatically propose and apply targeted adjustments to the trading model, compounding improvement over time without human bias.
Real-Time Regulatory Intelligence
A continuously running scanner monitors SEC EDGAR filings the moment they are published — Form 4 insider transactions, 8-K material events, Schedule 13D ownership disclosures — and uses AI to extract directional signals before the broader market has processed the information.
Risk Architecture
Position sizing scales dynamically with signal conviction — maximum capital deployed only at peak confluence
Stop levels calculated from realized market volatility, not fixed percentages
Asymmetric reward-to-risk targeting: minimum 3× return on every unit of capital risked
Hard per-trade loss limits enforced at the engine level — no single position can meaningfully impair the portfolio
Counter-trend entries require materially higher conviction thresholds than trend-aligned setups
Execution & Coverage
Operates across U.S. equities and cryptocurrency markets simultaneously, 24 hours a day
Market microstructure analysis runs on sub-5-minute bar data with 15-minute trend confirmation
Options premium harvesting layer generates non-directional yield during low-signal periods via systematic put selling
All execution routed through institutional-grade API infrastructure with bracket order management
Low-liquidity session periods trigger automatic size reduction — the system knows when not to trade
"The edge is not in any single signal. It is in the system's ability to recognize when multiple independent data streams converge — and to have the discipline to act only then, and nowhere else."
— Obsidian Quant Investment Methodology
Obsidian Quant — Technology Licensing
Deploy our algorithms. Keep full control.
You're not sending money to a manager. You're licensing a proprietary AI trading system and running it inside your own brokerage account. Your capital stays in your account at all times — we never touch it, never custody it, never have access to it. Think of it as deploying institutional-grade trading software to your own infrastructure.
How It Works
Step 01
Open an Alpaca account & fund it
Create a brokerage account at alpaca.markets — it takes about 10 minutes. Fund it with any amount you'd like to deploy. Run in paper simulation first to validate performance before going live.
Step 02
We configure & deploy your instance
You provide your Alpaca API keys. We stand up a private instance of the system — your own isolated environment with your own trade log, analytics dashboard, and configuration. No shared infrastructure. No pooled accounts.
Step 03
The AI begins trading. You monitor & control.
Your private dashboard shows every trade, every signal, every metric in real time. You can adjust risk parameters, pause individual strategies, or halt trading entirely at any time — directly in Alpaca or through your dashboard controls.
What's Included
Multi-Signal AI Engine
5-factor confluence scoring across EMA, VWAP, volume, RSI, and price action. Minimum 3 of 5 signals required before any entry.
SEC Intelligence Layer
Real-time parsing of SEC filings — 8-K, Form 4, SC 13D/G — with AI-generated directional bias and confidence scoring.
Options Theta Engine
Daily scan for cash-secured put candidates. The Wheel Strategy — systematic premium collection with defined risk.
Institutional Analytics
Sharpe, Sortino, Max Drawdown, Calmar, VaR 95%, per-layer capital efficiency. Same metrics a fund manager reports to an LP.
Investor Portal
Generate time-limited read-only links to share performance with your own investors or LPs. No signal logic exposed.
Self-Evolving Skill System
AI critique engine analyzes every batch of trades, identifies edge leakage, and proposes rule updates. The system learns from its own history.
Common Questions
Is this a fund? Are you managing my money?
No. You retain full custody of your capital at all times inside your own Alpaca account. We license software. We have no access to your funds, no discretionary authority, and no ability to withdraw or move capital.
Do I need trading experience?
No. The system is fully automated. We configure it to your risk tolerance during onboarding. You monitor the dashboard — the AI handles execution, position sizing, and risk management.
How is the fee structured?
Monthly licensing fee based on capital deployed. No performance fees, no profit sharing, no hidden costs. Pricing tiers below.
Can I pause or stop trading at any time?
Yes — at any time, directly through your Alpaca account. You always have full control. Your subscription can be cancelled with 30 days notice.
Licensing Tiers
Standard License
50 bps/mo
of deployed capital — billed monthly $100,000 deployed = $500/month
Any capital amount
Full AI multi-signal confluence engine
SEC filing intelligence layer (8-K, Form 4, 13D/G)
Options theta engine — The Wheel Strategy
Institutional analytics dashboard
Investor portal — generate LP access links
Self-evolving AI critique system
Private isolated instance — your keys, your account
Email support
Custom
Custom
Bespoke pricing & deployment for institutional & high-capital clients
Typically $500,000+ deployed
Everything in Standard
Strategy customization consultation
Direct line to engineering team
Custom instrument universe & signal tuning
White-label dashboard option
Dedicated infrastructure & SLA
Quarterly performance reviews
Technology License Disclosure. Obsidian Quant, developed by Barenberg Capital Partners, licenses proprietary algorithmic trading software. We do not manage client assets, provide investment advice, or operate as a registered investment advisor (RIA). Clients retain full custody of their capital at all times within their own brokerage accounts. All trading activity is executed by the client's own account using automated software. Past performance of the system is not indicative of future results. Trading involves substantial risk of loss. Licensing this technology does not guarantee profitability.
Dealithic · AI Deal Infrastructure
IC-Ready in 20 Minutes. Not 3 Weeks.
Dealithic is our proprietary Transaction Intelligence engine — built to compress the full PE and growth equity deal process from CIM to IC-ready output in a single session.
Upload a CIM and receive a complete Investment Committee memo: LBO model, growth equity return analysis, risk register, exec summary, 100-day value creation plan, and DOCX export — generated by AI trained on institutional deal standards.
Deal teams using Dealithic are screening 3x more opportunities with the same headcount. The firms that move fastest win the deals.
Share with team, track diligence, manage document requests, simulate IC committee.
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LBO & Growth Equity Models
Full return models for both PE buyout and venture/growth equity structures — IRR, MOIC, sensitivity analysis.
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Risk Register
AI-identified risk flags, diligence gaps, and IC-level objections surfaced automatically from the CIM.
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IC Committee Simulation
Simulate your investment committee — bull case, bear case, partner objections, and IC vote probability.
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Document Request Manager
Branded diligence doc requests with magic upload links — contacts upload directly, no portal login required.
Investment Advisory Across the Capital Stack
Barenberg Capital Partners provides investment advisory services to founder-led businesses, management teams, and family offices navigating private equity transactions, growth equity raises, and portfolio optimization.
We bring institutional-grade analytical rigor — the same frameworks powering our Dealithic platform — to every engagement. Our advisors have been involved in over $500M in investment projects with no investor principal losses across four decades of combined experience.
Whether you are preparing for a process, evaluating a term sheet, or building conviction on a target, we provide the independent analysis your decision deserves.
Private Equity Advisory
Deal sourcing support, target screening, LBO structuring, IC memo preparation, and post-close value creation planning for LMM and middle-market PE transactions.
Growth Equity & Venture
Pre-money valuation frameworks, growth equity return modeling, cap table analysis, and diligence support for Series A through growth rounds.
Risk Governance
Independent risk assessment, downside scenario analysis, and portfolio stress-testing informed by our quantitative research and life-sciences expertise.
Our Advisory Team
AW
Anthony W. Licausi
Founder & Principal
Founder of Barenberg Capital Partners and creator of Dealithic — the AI-powered Transaction Intelligence engine used by PE and growth equity deal teams. Anthony leads deal advisory engagements and manages the Obsidian Quant algorithmic trading strategy, combining quantitative systems design with institutional deal analysis.
A physician-investor, serial entrepreneur, and fund manager with experience spanning private equity and capital markets. Best-selling author of Make It, Keep It, Forbes contributor, and holder of Series 22 & 63 securities licenses. Involved in 80+ investment projects valued over $500M with no investor principal losses.
25+ years advising growth-stage and emerging companies across software, biotechnology, and clean energy. Secretary of San Rafael Consulting Group and former consultant to Galileo Asset Management SA in Switzerland. Expert in corporate governance, transaction structuring, and institutional capital strategy.
PhD — Drucker SchoolMBA · MA · MS25+ Years AdvisoryGalileo AM — Switzerland
01
Exclusivity
We work with a select group of families, principals, and institutions. Capacity is intentionally constrained — to preserve returns and to ensure every relationship receives the attention it deserves.
02
Alignment
Our growth is tied to your performance. We do not profit from complexity or activity — we profit from results. That alignment shapes every decision we make.
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Edge
The edge belongs to those who combine mathematics with discipline. We build tools and strategies that institutionalize that edge — repeatable, scalable, and built to last.
Get in Touch
How can we help you?
Whether you're exploring our technology, looking for advisory support, or just want to learn more — reach out and we'll respond within one business day.