Sweater Funds
INSTITUTIONAL PERFORMANCE REPORT

The Democratization of Alpha.

Sweater provides accredited and non-accredited investors direct access to institutional-grade private equity and venture capital funds, historically reserved for the top 1%.

SEC REGULATED
FINRA MEMBER
SIPC INSURED
AUDITED ANNUALLY

Institutional Resilience

Compare the performance of Sweater's diversified private portfolio against public market benchmarks over the last 36 months.

Sweater Cashmere
S&P 500 Index

Cumulative Performance

+24.8% YTD
PEAK
2021 2022 2023 2024 (Projected)
Alpha vs Benchmark

12.4%

trending_up

Annualized outperformance compared to S&P 500 dividends reinvested.

Fund Assets (AUM)

$1.24B

Verified institutional and private capital under management.

Investment Committee

Our leadership team brings over 80 years of combined experience from Goldman Sachs, Blackstone, and Sequoia.

Marcus Thorne, CFA

Chief Investment Officer

Former Managing Director at BlackRock. Led $12B Emerging Markets Private Equity fund for 15 years.

WHARTON MBA CFA CHARTER

Elena Rodriguez

Head of Venture Strategy

Previously General Partner at a Tier-1 Silicon Valley firm. Expert in late-stage fintech and AI ventures.

STANFORD MS FORBES 30/30

Dr. Samuel Chen

Chief Economist

Lead Macro Strategist with a focus on interest rate cycles and global real estate fundamentals.

PHD ECONOMICS HARVARD

Institutional Grade Intelligence.

Download our latest 42-page thesis on "The Evolution of Private Markets in a High-Rate Environment." Free for accredited institutional partners.

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