Access more than 90 high-quality institutional investment funds with reduced fees and investment minimums offering a more affordable entry point for self-directed investors.
Invest with your Charles Schwab brokerage account for easy access to alternative investments.
Stable income and capital growth from essential physical assets
Deliver CashflowEstablished portfolios of prime commercial, industrial, and large multi-family
Hedge InflationWe provide personalized recommendations.
Why We Use Interval Funds and Tender Offer Funds: The "Institutional Wrapper"
Most people are used to Mutual Funds or ETFs, but those are legally forbidden from holding significant private assets. To give you access to the 98% of companies that aren't on the stock market, we use specialized structures called Interval Funds and Tender Offer Funds.
Think of it as the bridge between the flexibility of a stock and the high-growth potential of private equity.
1. Institutional Quality, Retail Minimums: Traditionally, these funds required a $1M+ check and "Accredited Investor" status. By using Interval and Tender Offer structures, institutions like Ares, Blackstone, and KKR can offer the exact same strategies with minimums as low as $1,000.
2. No "Black Market" Volatility: Unlike stocks, which can swing wildly based on daily news, Interval Funds are priced at Net Asset Value (NAV). Your investment is valued based on the actual worth of the underlying companies, not a ticker-tape popularity contest.
3. Flexible Liquidity Options: Traditional Private Equity locks your money away for 7–10 years. We use funds that provide periodic liquidity — either through Quarterly Windows (Interval Funds) or Scheduled Repurchase Offers (Tender Offer Funds) — giving you a path to exit that traditional private funds don't offer.
Your Schwab Account: The Foundation of Your Access
We partner with Charles Schwab as our primary custodian to ensure your assets are held with one of the most trusted names in American finance.
Complete our fast digital onboarding and e-sign your investment advisory agreement to secure your access.
Securely connect your existing Charles Schwab brokerage account with Treeview Capital to enable access.
Select from our 90+ curated funds and initiate your first investment with minimums as low as $1,000.
The Treeview Capital Advantage: What You Get
We help investors expand their portfolios by providing affordable access to institutional private funds.
Most investment advisors restrict you to expensive public markets. Treeview Capital makes sophisticated alternative investments accessible to all investors.
Private Markets for Everyone: Access asset classes like Private Equity, Private Credit, Infrastructure, and Real Estate.
Ultra-Low Cost: Advisory fees are as low as 0.20% of your investment, giving you the best-in-class pricing and access to the lowest-fee share classes available from fund managers.
Start Small: Enjoy the lowest investment minimums available to retail investors, starting at just $1,000.
Vetted Funds: A carefully curated list of interval funds and tender offer funds, selected and rated by our experts.
Personalized Guidance: Automated, personalized recommendations help you confidently select investments. Plus, get your First Month of Advisory FREE and benefit from exclusive referral discounts.
Treeview Capital truly opens up a new world of investing. I always thought private market funds were out of reach due to the high minimums. Now, I can diversify my portfolio with top-tier funds for a fraction of what was previously required.
The platform is incredibly intuitive. I love that I can easily browse funds from major institutions and manage everything right from my Schwab account. It's a seamless and transparent way to access private investments.
I was tired of paying high advisory fees on my alternative investments. With Treeview Capital, the low fee structure is a game-changer. It's the most cost-efficient access to private credit and equity that I've found anywhere.
Treeview Capital has not provided any compensation for the endorsements shown. No conflicts of interest exist.
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