Private Equity Facts
- 99% of all U.S companies are privately held.
- University endowments average a 15% private equity allocation.
- Private equity values are currently growing faster than public equities.
- Only Accredited and Qualified Investors are allowed to invest in private equity.
As an Accredited investor you have the unique opportunity to invest in Private Equity offerings and include certain illiquid investments in your portfolio.
The question is, are you investing in private equity? If not, why not?
Endowment Current Private Equity Offerings for Accredited and Qualified Investors
Cannabis/CBD Fund – Link to Slide Deck.
1031 Real Estate Exchange – Link to Fact Sheet.
Other Accredited Private Equity Funds requiring NDA (Non-Disclosure Agreements)
Other Qualified Private Equity Funds requiring NDA (Non-Disclosure Agreements)
Questions? No problem! Call us today at (312) 373-3850 to discuss how private equity might fit in your portfolio.
Information Request
Why Clients Hire Endowment Wealth Management™ to be their fee-only fiduciary advisor and assist with the implementation of private equity allocations
Clients in...
14
States
Offices in...
3
Midwest locations