Direct answer
Private market investments are available to accredited investors — generally individuals with $1M+ net worth (excluding primary residence) or $200K+ income ($300K joint) — and qualified purchasers for certain funds.
Private market investments are available to accredited investors — generally individuals with a net worth over $1 million (excluding your primary residence) or income over $200,000 ($300,000 jointly) — and to qualified purchasers for certain funds.
Why eligibility matters
Private equity, private credit, venture capital, and real estate partnerships are exempt from public registration and carry higher risk, lower liquidity, and longer lock-ups. Regulators restrict them to investors who can absorb a potential total loss. We help you confirm your status and decide what portion of your portfolio, if any, belongs in private markets.
How we allocate
For eligible clients, private markets typically represent a modest sleeve — often 5–20% of a diversified portfolio — used to access return streams uncorrelated with public stocks and bonds. We size the allocation to your liquidity needs and risk tolerance, not to a benchmark.
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