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Private Equity & VC

Accredited Investors Only

Access to private companies and venture capital funds with potential for outsized returns

Minimum Investment
$250,000
Expected Return
15-25%
Risk Level
Very High
Tax Efficiency
Good
Key Features
  • Carried interest structures (20% performance fee)
  • J-curve effect with initial capital calls
  • Long-term capital gains treatment
  • Qualified Small Business Stock (QSBS) potential
Risk Considerations

This asset class carries a very high risk profile. Consider your risk tolerance, investment timeline, and portfolio diversification before investing. These investments are restricted to accredited investors who meet income or net worth requirements.