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A Straightforward Guide to Hybrid Funds

Hybrid funds, also known as asset allocation funds, invest in two or more asset classes to provide stability and growth. […]
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The Benefits of an Investing Technology Platform

The private equity industry is around half a century old, while buyouts are as old as capitalism. Today, alternative investments […]
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Guide to IRAs and Retirement Investing With Alternatives

What is an IRA? An individual retirement account (IRA) is a savings plan that offers certain tax advantages to help […]
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Private Market Inefficiency: What It Is and How to Exploit It

The efficient market hypothesis (EMH) posits that the stock market incorporates all available information about future values due to competition, […]
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The Benefits of Alternatives in an IRA

The goal of retirement investing is to preserve and grow your wealth to maintain your lifestyle in retirement. Since public […]
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Comparing Liquid and Illiquid Alts

Fidelity Investments recently announced the launch of two new liquid alt funds, Fidelity Advisor Macro Opportunities Fund ($FAQFX) and Fidelity […]
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Intro to Mezzanine Capital

Mezzanine, meaning "in the middle," is a type of capital that falls between senior debt and equity financing in a […]
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The Often Overlooked Strengths of Smaller Funds

The war in Ukraine, China's unending zero-Covid policy, and the global practice of unprecedented quantitative easing led to consistently high […]
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HNWI Investing: Challenges and Remedies

High-net-worth individuals (HNWIs) are an essential target market for asset managers. They tend to be more active and engaged investors, […]
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Qualified Small Business Stock (QSBS): What You Need to Know

Section 1202 of the Internal Revenue Code (IRC) provides tax benefits for qualified small business stock (QSBS). This tax break […]
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What Are Alternative Investments, and How Do I Talk to Clients About Them?

Over 200 years ago, a group of stockbrokers met under a Buttonwood tree on Wall Street to organize securities trading. […]
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3 Key Benefits of Funds of Funds

As an investment strategy, diversification is nothing new. It's about as old as investing itself. The basic idea is simple: […]
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Why Smaller Private Equity Funds Win

Bigger isn't always better, especially when it comes to private equity. In fact, smaller and emerging funds tend to outperform […]
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How Angel Investing and Venture Capital Relate

It's no secret that investors are always looking for the next big thing. Whether it's a new company or technology, […]
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How to Use Risk and Return to Select a Fund

When it comes to investing, there is no one-size-fits-all approach. Each investor has different goals and risk tolerances, which means […]
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Disclaimer
This site is operated by Gridline Holdings, LLC ("Gridline"). Gridline does not give investment advice, endorsement, analysis or recommendations with respect to any securities. All securities listed here are being offered by, and all information included on this site is the responsibility of, the applicable issuer of such securities. Gridline has not taken any steps to verify the adequacy, accuracy or completeness of any information. Neither Gridline nor any of its officers, directors, agents and employees makes any warranty, express or implied, of any kind whatsoever related to the adequacy, accuracy or completeness of any information on this site or the use of information on this site. By accessing this site and any pages thereof, you agree to be bound by the Terms of Service and Privacy Policy

Past performance is not indicative of future results. All securities involve risk and may result in significant losses. Investing in alternative investment funds is inherently risky and illiquid, involves a high degree of risk, and is suitable only for sophisticated and qualified investors. Investors must be able to afford the loss of their entire investment. Alternative investment funds should only be part of an investor’s overall investment portfolio. Further, the alternative investment fund portion of an investor’s portfolio should include a balanced portfolio of different alternative investments. Investments in alternative investment funds are speculative and involve a high degree of risk and those investors who cannot afford to lose their entire investment should not invest. Additionally, investors may receive illiquid and/or restricted securities that may be subject to holding period requirements and/or limited liquidity. Investments in Alternative investment funds are generally highly illiquid and those investors who cannot hold an investment for the long term should not invest.

Any specific alternative investments funds referenced on this site are included purely for illustrative purposes and selected based on name recognition. Such examples are only partial, and readers should not assume that the investments identified were or will be profitable or are representative of investments by the alternative investment funds identified on this site. There is no guarantee that any alternative investment fund will achieve the same exposure to, or quality of, investments held by any existing fund referenced on this site.

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The information included in this site is based upon information reasonably available to Gridline. Furthermore, the information included in this site has been obtained from sources Gridline believes to be reliable; however, these sources cannot be guaranteed as to their accuracy or completeness. No representation, warranty or undertaking, express or implied, is given as to the accuracy or completeness of the information contained herein, and no liability is accepted for the accuracy or completeness of any such information. This site may contain certain “forward-looking statements,” which may be identified by the use of such words as “believe,” “expect,” “anticipate,” “should,” “planned,” “estimated,” “potential,” “outlook,” “forecast,” “plan” and other similar terms. All such forward-looking statements are conditional and are subject to various factors, including, without limitation, general and local economic conditions, changing levels of competition within certain industries and markets, changes in legislation or regulation, and other economic, competitive, governmental, regulatory and technological factors, any or all of which could cause actual results to differ materially from projected results.

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