Access Information

Most individual investors have not had the opportunity to consider these investments for their portfolios, as the investment vehicles for private investments—typically built with institutions and ultra-wealthy investors in mind – have made them almost impossible for individuals to access:

High minimum initial investment, often of $1,000,000 or more, makes it difficult to build diversified exposure that is sized appropriately for any but the largest portfolios.

A multi-year period of negative cash flows, the so-called “J-Curve” of private investing, where investors typically provide capital over the initial years of an investment and don’t start to see positive returns on that cash for several years.

Typically, multi-year delays occur from upfront investment to distributions to investors.

The nature of private investing is such that it requires deep research expertise and an extensive network for sourcing deals, typically not readily available to the individual investor.

Cresset’s Advantage in Private Investing

At Cresset, we believe private investments have been and will continue to be a critical driver of wealth creation, so we have leveraged decades of experience in private investing to create sophisticated ways to bring our clients access to institutional-quality private market opportunities.

Our Co-Founders have been among the leaders in the field of private equity over the past 30-plus years. Our private markets investment leadership have all had decades-long careers with top-rated organizations and have amassed extensive track records and networks.

We are focused on offering our clients access to high-quality, oftentimes exclusive, opportunities in the private marketplace. We are evolving how our clients can gain access to them so it is truly optimized for the individual.

Low minimum investment sizes reduce barriers to entry and allow exposure to private investments to be properly sized within an investor’s overall portfolio and to be diversified across a number of individual investments.

Our clients’ capital is invested upfront so cash flows are captured earlier, overcoming the “J-Curve” of negative cash flows.

Typically, Cresset structures private investments so they make annual, semi-annual or quarterly distributions to investors right from the outset.

Cresset can provide access to unique opportunities, using our expansive network to source investments that become exclusive to us.