Wealth Building for the Modern Thought Leader
A curated alternative investment strategy designed for professionals who demand transparency, data-driven performance, and access to private markets.
Recognized by Global Financial Media
Portfolio Alpha
Real-time performance tracking of our diversified private market assets, focused on long-term capital appreciation.
Cumulative Growth
AUM
$420M+
Investors
12,400
Yield (Target)
8-12%
Liquidity
Quarterly
Accreditation Free
Democratizing access to high-yield private equity for everyone.
Current Asset Mix
The Institutional Standard
Our rigorous selection process mimics the top university endowments and heritage wealth offices.
01. Sourcing
We leverage an exclusive network of fund managers and direct deal-flow normally reserved for institutional giants.
02. Due Diligence
Every asset undergoes a 12-week forensic audit, assessing risk adjusted returns and ESG compliance factors.
03. Deployment
Funds are actively managed and rebalanced quarterly to capture alpha in fluctuating market conditions.
Performance & Transparency Disclosures
Historical Returns: Past performance is not indicative of future results. The figures shown represent the net internal rate of return (IRR) for the Sweater Cashmere Fund since inception in January 2022.
Fee Structure: Unlike traditional private equity, we charge a flat 1.5% management fee with no carried interest on the first 8% of returns.
Risk Disclosure: Private market investments involve a high degree of risk and are not suitable for all investors. Liquidity is limited to scheduled redemption windows.
Independent Audits: Our financials are audited annually by a Big Four accounting firm to ensure complete transparency of asset valuation.