Institutional Private Market Funds for Individual Investors


Access 100+ private equity, credit, infrastructure, real estate and other private-market funds from $5,000, with advisory fees starting at 0.30%.

Our clients have invested an average of over $250,000 in private markets through our platform.
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Explore Our List of Private Market Funds
$5,000 Starting Minimum  |  0.30% Starting Advisory Fee |  SEC-Registered Investment Adviser |  Assets Custodied at Schwab

We help investors expand their portfolios by providing affordable access to institutional private funds.

Access more than 100 institutional evergreen 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.

Lower
Minimums

Invest Easier

Lower
Fees

Save money

Institutional
Quality

Portfolio Diversification

Automated
Advice

Save Time

Types of investments available

Private
Credit

Targeting risk-adjusted income through higher-risk private market lending

Generate
Income

Private
Equity

Pursuing long-term capital growth through private company investments

Build
Wealth

Private Infrastructure

Seeking long-term income and growth from physical infrastructure investments

Deliver Cashflow

Private
Real Estate

Existing portfolios of core commercial, industrial, and multi-family assets

Hedge
Inflation

Choose from our screened selection of evergreen investment funds

To see more options, click the button below to get started.

Explore 100+ Private Market Funds

We provide software-driven recommendations.

Some  Investments Available

StepStone Private Equity Strategies FundCascade Private Capital FundHamilton Lane Private Infrastructure FundStepStone Private Venture and Growth FundCliffwater Corporate Lending FundCalamos Aksia Private Equity and Alternatives FundCantor Fitzgerald Infrastructure FundCliffwater Enhanced Lending FundHamilton Lane Private Secondary FundStepStone Private Infrastructure Fund

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How We Make It Possible

‍We use specialized structures called Interval Funds and Tender Offer Funds. This bridges the gap between everyday investors and private markets by providing:

  • Reduced Minimums: Access strategies from many institutional fund managers from just $5,000.
  • True Value: Valued periodically at NAV rather than trading continuously on an exchange.
  • Limited Repurchase Opportunities: Interval and tender-offer funds may periodically offer to repurchase a limited amount of shares. Repurchases are not guaranteed and may be suspended or prorated. Investors should be prepared to hold these investments for extended periods.

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Your Investment Stays in Your Schwab Account

‍Your assets remain at Charles Schwab rather than being held by Treeview. Treeview provides the advisory access and recommendations. You retain control of your account and approve your investment decisions.

  • Use the Account You Already Have: Individual, joint, IRA, trust, and entity accounts are supported.
  • Keep Everything Together: Eligible private market investments can sit alongside your existing brokerage portfolio.
  • You Retain Control: Treeview provides advice and access but does not have authority to withdraw your assets.
  • Variant
  • Cliffwater
  • KKR
  • Stepstone
  • Blackstone
  • Apollo
  • Apollo
  • Carlyle
  • Flatrock
  • Goldman Sachs
  • Cantor Fitzgerald
  • Franklin Templeton
  • Calamos
  • Versus Capital
  • Versus Capital
  • Versus Capital
  • Versus Capital
  • Versus Capital

Start Investing With 3 Simple Steps

1

Sign Up for Access

Complete our seamless digital onboarding and e-sign your advisory agreement to get started.
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2

Link Your Schwab Account

Add Treeview Capital as the investment advisor for your existing Schwab brokerage account to connect your portfolio.

3

View Your Recommendations

Review the funds recommended by our software based on your profile and initiate an eligible investment through your linked account.

Get Investor AccessCharles Schwab logo

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The Treeview Capital Advantage: What You Get

‍We help investors expand their portfolios by providing affordable access to institutional evergreen private market funds.

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.

Fee-Efficient Structure: Advisory fees start at 0.30%, with automatic discounts for larger accounts, down to 0.20%. We provide institutional pricing and access to the institutional share classes available from fund managers.

Accessible Investment Minimums: Participate in alternative asset classes with an initial account minimum starting at $5,000.

Screened Alternatives Portfolio: Access to interval funds and tender offer funds that have met our firm’s quantitative and qualitative review criteria.

Tailored Portfolio Guidance: Algorithmic recommendation tools help align investment selections with your individual risk profile and financial goals.

Fiduciary Investment Advice: Treeview Capital is an SEC-registered investment adviser with a fiduciary duty to act in our clients’ best interests.

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