A partner to wealth advisors and their clients
We are committed to helping individual investors access private markets through their wealth advisor or banker with simple yet powerful investment solutions.
Over USD 50 billion in private wealth assets under management
More than 20 years of experience serving individual investors
30% of AUM in evergreen structures
Most investors are under-allocated to private markets
We believe most investors can benefit from the attractive return profile and diversification benefits provided by exposure to private markets. These investments can work in harmony with traditional public equity and public fixed income to deliver better outcomes, regardless of the investor’s goals.
Diversification matters within private markets
Just as investors should seek diversification within their traditional investment holdings, the same holds true for private markets. An investor’s private markets holdings should be well diversified across the full range of sizes, sectors, and geographies.
A diversified private equity allocation can serve as the investor’s core exposure and be complemented with satellite holdings in real estate, infrastructure, private credit, and other private markets investments to create a truly diversified approach to this important asset class.
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