Pomona Investment Fund

Direct access to institutional private market funds.

Invest via your existing Charles Schwab account.

• Fund Summary

  Seeks long-term capital appreciation primarily through the purchase of secondary interests in seasoned private equity funds, by making primary commitments to private equity funds and through direct investments in opportunities alongside private equity managers

• Category

  Growth

  Type of fund

• Asset Class

  Private Equity

  Focus of this fund

• Fund Type

  Tender Offer

  Structure of this fund

• Performance - Last Year

  0.9%

  Most recent four quarters

• Performance - Last 2 Years

  4.5%

  Annualized over 24 months

• Performance - Last 3 Years

  5.9%

  Annualized over 36 months

• Treeview Minimum

  25000

  Minimum investment as a Treeview Capital client

• Fund Minimum

  25000

  Minimum investment without using an advisor

• Expense Fee Discount

  15.8

  Annual fund expense savings as a Treeview Capital client

• Fund Research

  Open Fund Website

  Information published by fund manager

Important Information: Performance figures are updated quarterly and sourced from third-party providers. Returns for the 2 year and 3 year periods are annualized to reflect average yearly growth. Performance is net of the Treeview Capital investment advisory fee. Past performance is not a guarantee of future results and all investments involve risk of loss.