Alts Plus Fund
Alternative investments for sophisticated families.

The Alts Plus Fund is uniquely structured to serve the growing demand for alternative investments by high-net-worth individuals and families. Qualified Purchasers1  have access to institutional alternative investments at reduced investment minimums, allowing them to construct a diversified alternative investment portfolio.

This offering is managed by Certuity and was built to serve the needs of sophisticated investors in an increasingly complex investment environment. Our independence allows us to source solutions across asset classes, duration profiles and geographic regions while leveraging the firm’s ecosystem. Clients and their third-party financial service professionals receive the following benefits regardless of the number of investments made through the investment vehicle:

  • Single set of master legal documents regardless of the number of investments made through the fund2

  • Single consolidated annual K-1 for all investments made through the fund

  • Single consolidated annual audited financial statement for all investments made through the fund

  • Lower fund administrative costs and for investors’ CPAs

  • Access to co-investment opportunities brought through the fund regardless if investors are in the underlying investment providing the co-investment opportunity

  • Evergreen fund structure 

  • Pre negotiated capacity, lower fees and key terms with underlying investment managers 

  • 1 Investors who are (i) “accredited investors” as defined in Rule 501(a) of Regulation D under the Securities Act of 1933, as amended (the “Securities Act”), and who are (ii) “qualified purchasers” or “knowledgeable employees,” as defined in Section 2(a)(51) of the Investment Company Act of 1940, as amended (the “Investment Company Act”) and Rule 3c-5 thereunder, respectively, (iii) United States residents or citizens, and (iv) knowledgeable and experienced in financial and business matters such that they are capable of evaluating the merits and risks of an investment in the Fund.
  • 2 Single subscription agreement, private placement memorandum and operating agreement. Each investment class has its own form.
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