There are currently more than 70 active interval funds, with a combined total net assets of approximately $35 billion. The increasing popularity of the interval fund structure has attracted new sponsors to the space. Several asset managers with active funds have launched additional products. Seven new interval funds have filed registration statements since the beginning […]
We often receive questions from financial advisors about interval fund liquidity. Perhaps you’ve found a fund with a top notch sponsor, and a strategy that fits perfectly in your client’s portfolio, but have concerns about how easy it is to exit. Understanding the nuances of interval fund liquidity will help you make use of this […]
Alternative investments are no longer alternative- they’ve become an essential part of retirement planning. Retirees are increasingly investing in non-traded REITs, interval funds, and private placements in order to generate income and grow their assets.