Investing with Confidence.
We believe institutional-grade assets should be accessible to everyone. Here is exactly how we protect your capital, manage liquidity, and keep fees transparent.
Liquidity Matters
Real estate and venture capital are typically locked for decades. We've built a different model.
Quarterly Windows
Submit redemption requests every quarter. We maintain a cash reserve specifically for investor exits.
No 10-Year Locks
Our evergreen fund structure means you aren't tied to a specific "fund life" or forced liquidation dates.
Bank-Grade Security
Your assets are held in segregated accounts with industry-leading custodians. We use AES-256 encryption for all data.
- check_circle SEC Registered
- check_circle SIPC Protected Custody
Transparency in Numbers
Our portfolio is independently appraised and audited annually. No hidden math, just performance.
The No-Surprise Fee Model
Traditional funds hide fees in footnotes. We put ours on the front page.
Performance Carry
Unlike traditional 2-and-20 funds, we don't take a cut of your profits. You keep 100% of your gains.
Management Fee
A flat annual fee that covers portfolio management, legal, and institutional-grade reporting.
Redemption Fees
We don't penalize you for taking your money out during scheduled liquidity windows.
Common Objections
What happens in a market downturn?
expand_moreOur portfolio is diversified across recession-resilient sectors like multi-family housing and essential infrastructure. We maintain a conservative leverage ratio to weather volatility.
How is the share price calculated?
expand_moreNet Asset Value (NAV) is updated monthly by third-party appraisers using institutional methodologies, ensuring the price reflects the real-time value of underlying assets.
Can I invest through my IRA?
expand_moreYes, Sweater Funds supports Self-Directed IRAs, allowing you to invest in private assets while maintaining the tax advantages of your retirement account.
Ready to diversify your legacy?
Join 15,000+ investors building wealth through institutionally-managed real estate and venture funds.