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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.