Investment Advisory · Private Markets
AltsPRISM™ is our curated private markets platform designed exclusively for physicians, dentists, nurse practitioners, and other high-income healthcare practitioners who desire access to alternative investments traditionally restricted to institutional and ultra-high-net-worth investors.
We partner with a select group of reputable asset managers and product sponsors — such as KKR, Hamilton Lane, Stepstone, Apollo, and Blackstone — to provide our clients with streamlined access to private markets through professionally managed '40-Act Closed-End Funds'.
Curated Fund Managers
The Structure
'40-Act Closed-End Funds' are registered investment vehicles governed by the Investment Company Act of 1940. They provide accredited and mass-affluent healthcare practitioners with access to private market strategies while offering:
By accessing '40-Act Closed-End Funds', clients gain exposure to diversified portfolios of private equity, private credit, real assets, venture capital, and other alternative strategies — without the high minimums, long lockups, or operational complexities typically associated with direct private market investing.
SEC registration ensures transparency and reporting standards.
Often $25,000, compared to multi-million-dollar commitments in traditional private funds.
Quarterly or semi-annual redemption windows.
Typically issue 1099s instead of K-1s.
Fund Types We Offer
Regulated, continuously offered funds that invest in private credit, private equity, and real estate. They provide periodic liquidity through quarterly or semi-annual redemption windows, allowing investors to exit at net asset value on a scheduled basis.
Closed-end funds that offer limited redemption opportunities through periodic tender offers, often used for private equity and secondary investments. They balance longer-duration private market exposure with controlled, fund-initiated liquidity events.
Regulated, exchange-traded investment vehicles that provide capital to middle-market and private companies. They offer regular income through dividends and the ability to buy and sell shares on an exchange, combining private credit exposure with daily liquidity.
These three structures are collectively known as evergreens — perpetual-life funds that operate indefinitely without a fixed maturity date, offering periodic liquidity alongside continuous capital raising.
What the Platform Offers
Exposure to leading private market managers and strategies.
Periodic redemption opportunities not typically available in traditional private funds.
Broad access across asset classes, sectors, and geographies.
A single point of entry into complex private markets through a regulated, transparent structure.
AltsPRISM™ is intended for healthcare practitioners seeking to expand beyond traditional public markets and capture the long-term benefits of private market investing in a more accessible and flexible format.
The Problem We Solve
Traditional 60/40 portfolios are increasingly vulnerable to volatility, inflation, and correlation between stocks and bonds.
Institutional-quality private market opportunities are typically unavailable to individual investors, requiring high minimums, long-standing relationships, or specialized infrastructure.
Our Value Proposition
We Democratize Private Markets for Medical Professionals
Through our specialized platform, we eliminate high minimums and complex barriers to entry, giving you direct access to the same institutional-grade private market opportunities used by the world's largest endowments. The result? A simpler way to diversify beyond stocks and bonds, reduce public market correlation, and build long-term, inflation-resistant wealth.
Unlock Institutional Private Markets
Reduce reliance on market cycles by adding uncorrelated private assets.
Capture the illiquidity premium and growth opportunities in private markets that institutions have long benefited from.
Enable healthcare practitioners to invest like large endowments, pension funds, and family offices.
Schedule a free consultation with a Cognis fiduciary advisor.
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