Interval funds are the fastest growing and most lucrative niche in the fund management industry.   Yet investors and asset managers have struggled to find transparent and comprehensive data needed to make strategic decisions.   Now at last there is a solution. 

$800 per year provides access to:

  • Critical competitive intelligence on fund managers and service providers in this rapidly growing niche.
  • Detailed data set covering terms and fee structure for over all share classes of all active interval funds.  Free updates for a year as new funds are launched.
  • Comprehensive analytics on fund terms and fee structures
  • Total return performance data on active interval funds going back five years.
  • Historical AUM Data.
  • All Premium Data is available for download by Premium Members in .csv format to facilitate further analysis and maximize transparency.
  • Ad-free premium content

Selected Premium Members:

Email [email protected] with questions.

 Premium Members may download and use data(Premium Data) for their own internal analysis.  Public dissemination or reproduction of Premium Data requires permission .   Public dissemination or reproduction of Premium Data without permission is considered theft and will be prosecuted. Additionally, since users can easily download substantial portions of the data set, we do not provide refunds. 

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