Access to Private Markets, Private Markets Access, Interval Funds

Beyond the Horizon: Why Everyday Investors are Now Accessing Private Markets Directly

For decades, elite private investments – private equity, private credit, infrastructure, and real estate – remained out of reach for most investors. These exclusive opportunities, known for potential high returns, diversification, and consistent income, were guarded by significant barriers like “accredited investor” and even “qualified purchaser” status, effectively locking out millions. While interval funds offered […]

Vanguard Interval Fund Wellington Interval Fund WVB All Markets Fund

Interval Funds Monthly: May 2025

Seven new interval funds filed registration statements in May 2025. WVB All Markets Fund captured headlines because of the players involved. Credit strategies continued to be the most popular. Fund Category Date Diameter Dynamic Credit Fund Credit 5/21/2025 Hamilton Lane Credit Income Fund Credit 5/19/2025 AAM/Wilshire Infrastructure Fund Infrastructure 5/13/2025 Origin Real Estate Credit Interval […]

Franklin Templeton Interval Fund Interval Funds Monthly

Interval Funds Monthly – April 2025

In April, three new interval funds, and three new tender offer funds filed initial registration statements with the SEC. Fund Type Category Date StepStone Private Credit Co-Investment Fund Tender Credit 04/25/2025 Sardis Credit Opportunities Fund Interval Credit 04/16/2025 Franklin BSP Lending Fund Interval Credit 04/07/2025 Morgan Stanley Private Markets and Alternatives Fund Tender Private Equity […]

Lincoln Financial Bain Partners Group Interval Fund

Interval Funds Monthly – March 2025

In March 2025 three new interval funds and four new tender offer funds filed registration statements. March was a rare month in which tender offer fund registrations outpaced interval fund registrations. Fund Type Category Registration Date CAIS Sports, Media and Entertainment Fund Tender PE/VC March 28 Lincoln Bain Capital Total Credit Fund Interval Credit March […]

Interval Fund Repurchase Request Results Redemption Request Results

Interval Fund Repurchase Requests: An Empirical Snapshot

By definition, all interval funds must offer intermittent liquidity by making repurchase offers at fixed intervals(usually quarterly). Under Rule 23c-3, also known as the interval fund rule, interval funds make periodic repurchase offers at NAV a fundamental policy, requiring shareholder approval to modify. Repurchase amounts between between 5% and 25% of outstanding shares, with board […]

«‹ 3 4 5 6›»