Third-Party Fund Offerings via SMAs, DIY, and Advisor-Assisted Investing
Our third-party fund offerings enable investors to access a curated selection of private market strategies—such as private equity, private credit, real estate, and infrastructure—managed by leading global asset managers.
Clients benefit from streamlined due diligence, simple subscription, and institutional-grade monitoring & reporting processes.
Ways to invest
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SMAs allow investors to maintain direct ownership of underlying investments while benefiting from professional management, tailored allocations, and enhanced reporting. This structure provides the flexibility to align portfolios with individual objectives, liquidity preferences, and risk profiles—offering a level of personalization that pooled funds cannot match.
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For self-directed investors, this model offers greater choice, flexibility, and control. Investors can evaluate a range of fund opportunities, review performance data and manager track records, and construct personalized portfolios aligned with their own risk tolerance, time horizon, and financial goals. The platform enhances transparency and efficiency, enabling investors to complete subscriptions, monitor performance, and manage liquidity preferences from a single interface.
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Our advisor-assisted investing model guides clients through fund selection, portfolio construction, and ongoing monitoring. We leverage institutional research and technology to design diversified private market allocations. Our collaborative approach enhances client engagement while ensuring that private market exposure is consistent with each investor’s broader financial plan.
Featured Asset Managers
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Featured Asset Managers *
Overview:
KKR is a global investment firm known for pioneering private equity and expanding into a diversified alternative asset platform. With a long track record of value creation, KKR invests across private equity, credit, real assets, and infrastructure, supported by a strong capital markets and insurance presence.
Private Markets Focus:
Private Equity: Flagship buyout funds, growth equity, and sector-focused strategies.
Credit: Broad platform spanning leveraged credit, direct lending, and special situations.
Infrastructure & Real Assets: Investments in energy transition, transport, and digital infrastructure.
Differentiator: Integrated model combining investment expertise with operational and capital markets capabilities.
URL: https://www.kkr.com/
Overview:
StepStone is a global private markets investment firm specializing in providing customized solutions and advisory services across private equity, private credit, infrastructure, and real estate. StepStone is known for its data-driven approach and extensive network of manager relationships.
Private Markets Focus:
Private Equity: Primaries, secondaries, and co-investments across strategies and geographies.
Private Credit: Direct lending, opportunistic, and structured credit.
Infrastructure & Real Assets: Sustainable and essential infrastructure investments.
Differentiator: Deep data analytics, manager research, and customized portfolio construction.
URL: https://www.stepstonegroup.com/
Overview:
Hamilton Lane (NASDAQ: HLNE) is one of the world’s leading private markets investment management firms, specializing in private equity and other alternative asset classes. Founded in 1991 and headquartered in Conshohocken, Pennsylvania (USA), the firm provides a full suite of investment solutions, advisory services, and data analytics to institutional and individual investors globally.
The firm distinguishes itself through its combination of deep private markets expertise, data-driven investment process, and technology-enabled solutions that extend institutional-quality access to a broader investor base—including wealth managers and individual investors.
Core Capabilities
Primary Fund Investments: Commitments to leading private equity, credit, and real asset funds globally.
Secondary Investments: Acquisitions of existing private fund interests and portfolios, providing liquidity solutions.
Direct Investments / Co-Investments: Direct participation alongside general partners in private companies and assets.
Private Credit: Direct lending and credit-oriented strategies across the capital structure.
Evergreen and Customized Solutions: Open-ended and semi-liquid vehicles designed for wealth management and retail channels.
Overview:
Apollo Global Management is a leading global alternative investment manager specializing in private markets. Founded in 1990, Apollo focuses on private equity, credit, and real assets, managing a diverse portfolio across various industries and geographies. The firm is known for its value-oriented investment approach, leveraging deep sector expertise and operational capabilities to drive growth and improve performance in its portfolio companies. Apollo’s private markets platform emphasizes long-term partnerships, disciplined risk management, and innovative solutions to create sustainable value for investors.
Private Markets Focus:
Private Equity: Investing in control and significant minority positions across various industries, focusing on value creation through operational improvements and strategic growth.
Credit: Managing a diverse set of credit strategies such as direct lending, distressed debt, and structured credit to generate attractive risk-adjusted returns.
Real Assets: Investing in real estate, infrastructure, and natural resources with an emphasis on long-term value and income generation.
Opportunistic Investments: Targeting complex, special situations and turnaround opportunities across asset classes to capitalize on market inefficiencies.
Overview:
Blackstone is one of the world’s leading alternative asset managers, with a dominant presence in private equity, real estate, credit, and infrastructure. The firm’s scale, global reach, and deep sector expertise enable it to source and manage complex private market opportunities.
Private Markets Focus:
Private Equity: Broad-based buyout and growth strategies across multiple industries.
Real Estate: One of the largest global real estate owners and operators.
Credit & Insurance: Private credit, direct lending, and insurance solutions.
Infrastructure: Focus on energy transition, digital, and logistics assets.
Differentiator: Long-term partnerships, scale advantages, and operational value creation.
Overview:
Goldman Sachs Asset Management (GSAM) is a global investment manager offering a broad suite of private market strategies. Building on Goldman Sachs’ institutional heritage, GSAM provides clients with access to private equity, private credit, real estate, and infrastructure investments.
Private Markets Focus:
Private Equity: Direct investments, secondaries, and growth equity.
Private Credit: Corporate and real estate credit, mezzanine, and opportunistic lending.
Real Estate & Infrastructure: Focus on value-add and core-plus strategies, with an emphasis on sustainability.
Differentiator: Integration of investment banking insights, global sourcing network, and strong risk management culture.
URL: https://am.gs.com/en-us/advisors/products/alternative-investing
Overview:
BlackRock is the world’s largest asset manager, with a comprehensive private markets platform spanning private equity, private credit, infrastructure, and real estate. The firm leverages its global scale, data analytics capabilities, and risk management expertise to deliver tailored private market solutions to institutional and wealth clients.
Private Markets Focus:
Private Equity: Direct investments, secondaries, and co-investments across sectors and geographies.
Private Credit: Corporate, real asset, and opportunistic credit strategies.
Infrastructure & Real Estate: Focus on sustainability, energy transition, and digital infrastructure.
Differentiator: Integration of Aladdin® analytics and ESG insights into private market investment processes.
Available Fund Offerings
Our selection of third-party fund solutions is more curated, with a focus on a smaller number of high-quality funds from reputable asset managers, across categories like private equity, private credit, private real estate, infrastructure, and venture capital.
To browse open offerings, please request free, non-commital access to our INVESTOR PORTAL. With a free portal membership, you are able to access:
Open fund offerings
Fund fact-cards
Fund manager profiles
Investor accreditation requirements
Fund-specific minimum investments
Proprietary research
A peer community to exchange investment ideas
*How to Apply
Complete and submit request form, below.
Upon successful review of your application, you will receive an activation link from our support-desk with login & account setup instructions.
Login and set up your account.
Welcome aboard!
*NOTE: Membership to the portal is exclusive to
medical practitioners
