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