Direct access to institutional private market funds.

Invest via your existing Charles Schwab account with our low 0.30% advisory fee.

• Fund Summary

• Category

  Type of fund

• Asset Class

  Focus of this fund

• Fund Type

  Structure of this fund

• Performance - Last Year

  Most recent four quarters

• Performance - Last 2 Years

  Annualized over 24 months

• Performance - Last 3 Years

  Annualized over 36 months

• Treeview Minimum

  Minimum investment as a Treeview Capital client

• Fund Minimum

  Minimum investment without using an advisor

• Expense Fee Discount

  0%

  Annual fund expense savings as a Treeview Capital client

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.