A private investment fund is a pooled investment vehicle — such as a hedge fund or private equity fund — that is not registered with the SEC as a mutual fund and is offered only to qualified investors who meet specific net worth or income thresholds. Private funds generally involve limited liquidity, higher risk, and more complex strategies than publicly registered funds, and are subject to their own separate offering documents and disclosures.
We exist so you don’t have to worry about money. For more than 40 years, we’ve taken the sophisticated, time-tested approach that many ultra-high net worth individuals use to help manage their financial lives and made it accessible to more families.
