Primark Meketa Private Equity Investments Fund

Direct access to institutional private market funds.

Invest via your existing Charles Schwab account.

• Fund Summary

  The Fund is designed to provide exposure primarily to the middle market segment of the private equity asset class and aims to provide recurring revenue, positive cash flow and diversification across geography, industry, vintage year, and portfolio management.

• Category

  Growth

  Type of fund

• Asset Class

  Private Equity

  Focus of this fund

• Fund Type

  Interval

  Structure of this fund

• Performance - Last Year

  17.1%

  Most recent four quarters

• Performance - Last 2 Years

  13.4%

  Annualized over 24 months

• Performance - Last 3 Years

  13.7%

  Annualized over 36 months

• Treeview Minimum

  5000

  Minimum investment as a Treeview Capital client

• Fund Minimum

  1000000

  Minimum investment without using an advisor

• Expense Fee Discount

  7

  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.