Blogs

In our recent whitepaper collaboration with XA Investments, “Launching an Interval Fund – Clear-eyed Approach to Successful Launch,” we explored various launch strategies for fund managers to efficiently bring products to market. It is becoming more and more critical that new funds reach scale quickly so that they can meet distribution platform requirements and cover elevated expenses in the interval or tender offer fund wrapper (in comparison to traditional alts or mutual funds).

Studies and data have consistently shown that minority-owned businesses receive and have less access to financing historically than non-minority-owned firms.

Private Equity funds had a remarkable year in 2021. If you are looking to launch a fund, invest in a fund or are new to the PE industry, or both and need to brush up on PE waterfall models, this primer is for you.

Over the past five years, the interval fund market has experienced growth, as the structure has attracted both managers and investors by expanding access to illiquid alternative investments in a registered fund structure.

As a private equity fund administrator with hundreds of alternative fund firm relationships, Ultimus LeverPoint has a bird’s eye view of trends happening in the marketplace.

There is no doubt ETFs can have a valuable place in investor’s portfolios and as part of an asset manager’s product lineup.