Education

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 […]

Interval Fund Launches and Exits

Interval Fund Launches: Record Growth Set To Continue in 2025

  By any measure, 2024 was a record year for interval funds, and growth is likely to accelerate in 2025.  Based on the most recent SEC filings, as of the end of 2024, there are over $95 billion in interval fund net assets, up over 30% compared to the prior year.   Interval Fund Registrations and launches […]

Infrastructure Interval Funds

Infrastructure Interval Funds: What You Need to Know

Note: Premium Subscribers can access an ad free PDF of this article by logging in and going to “Research Reports.” According to the latest Mercer Investments Large Asset Owner Barometer report, infrastructure is the leading asset class that the most respondents plan to target for increased investment in 2024. Infrastructure is a component of real […]

Interval Fund Monthly November 2023

Interval Funds Monthly – November 2023

Four new interval funds filed registration statements in November. Fund Name Strategy Registration Date Denali Structured Return Strategy Fund Credit 11/28/2023 Cion Grosvenor Infrastructure Fund Infrastructure 11/22/2023 Nuveen Enhanced Floating Rate Income Fund Credit 11/21/2023 Octagon XAI CLO Income Fund Credit 11/13/2023 For a list of all interval funds with pending registration statements, see New […]

Interval Fund Fees and Expenses

Understanding Interval Fund Fees and Expenses

To assist advisers considering the unlisted closed-end fund wrapper for new products, Ultimus collaborated with Interval Fund Tracker to examine predominant fee structure options and trends across various strategies in the interval fund marketplace targeted to retail and high-net-worth investors. Click here to access the full report. Annual fund expenses are typically found in a […]

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