Explore Our Investment Funds

Welcome to Treeview Capital's comprehensive list of available evergreen investment funds.

We offer a diverse range of funds designed to meet various financial goals and risk appetites.

Whether you are looking for growth, income, or diversification, our selection includes options across different categories and asset classes.
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For general research only. Inclusion on this page is not a recommendation. Treeview Capital clients receive software-generated recommendations through the authenticated Recommendations page after completing their Investment Profile. Eligibility and availability vary by investor and account.

1WS Credit Income Fund

Income
Private Credit
Interval
1
1 Year
2 Years
3 Years
6.9%
6.9
8.0%
8
9.5%
9.5
Show Details

AB CarVal Credit Opportunities Fund

Income
Private Credit
Interval
1
1 Year
2 Years
3 Years
8.1%
8.1
5.4%
5.4
N/A
0
Show Details

Accordant ODCE Index Fund

Growth and Income
Real Estate
Interval
1
1 Year
2 Years
3 Years
3.9%
3.9
2.9%
2.9
-1.2%
-1.2
Show Details

Adams Street Private Equity Navigator Fund

Growth
Private Equity
Tender Offer
3
["Secondaries"]
1 Year
2 Years
3 Years
13.1%
13.1
7.3%
7.3
N/A
0
Show Details

AFA Asset Based Lending Fund

Income
Private Credit
Interval
1
1 Year
2 Years
3 Years
8.2%
8.2
8.6%
8.6
8.8%
8.8
Show Details

AMG Pantheon Credit Solutions Fund

Income
Private Credit
Interval
1
["Secondaries"]
1 Year
2 Years
3 Years
4.7%
4.7
8.2%
8.2
N/A
0
Show Details

AMG Pantheon Fund

Growth
Private Equity
Tender Offer
2
1 Year
2 Years
3 Years
9.0%
9
8.9%
8.9
9.5%
9.5
Show Details

Angel Oak Strategic Credit Fund

Income
Private Credit
Interval
1
1 Year
2 Years
3 Years
6.0%
6
7.5%
7.5
9.3%
9.3
Show Details

Antares Private Credit Fund

Income
Private Credit
Tender Offer
1
1 Year
2 Years
3 Years
7.0%
7
7.0%
7
N/A
0
Show Details

Apollo Debt Solutions BDC

Income
Private Credit
Tender Offer
1
1 Year
2 Years
3 Years
5.8%
5.8
7.1%
7.1
9.0%
9
Show Details

Apollo Diversified Credit Fund

Income
Private Credit
Interval
1
1 Year
2 Years
3 Years
7.3%
7.3
9.4%
9.4
9.1%
9.1
Show Details

Apollo Diversified Real Estate Fund

Growth and Income
Real Estate
Interval
1
1 Year
2 Years
3 Years
5.3%
5.3
5.4%
5.4
2.7%
2.7
Show Details

Apollo Realty Income Solutions

Income
Real Estate
Tender Offer
1
1 Year
2 Years
3 Years
5.2%
5.2
5.5%
5.5
4.1%
4.1
Show Details

Apollo S3 Private Markets Fund

Growth and Income
Private Equity
Tender Offer
2
["Secondaries"]
1 Year
2 Years
3 Years
14.1%
14.1
11.5%
11.5
N/A
0
Show Details

Ares Private Markets Fund

Growth
Private Equity
Tender Offer
3
["Secondaries"]
1 Year
2 Years
3 Years
15.9%
15.9
13.9%
13.9
17.9%
17.9
Show Details

Ares Strategic Income Fund

Income
Private Credit
Tender Offer
1
1 Year
2 Years
3 Years
6.4%
6.4
8.0%
8
9.1%
9.1
Show Details

ARK Venture Fund

Growth
Private Equity
Interval
1
["Venture Capital"]
1 Year
2 Years
3 Years
84.3%
84.3
50.6%
50.6
36.3%
36.3
Show Details

Axonic Alternative Income Fund

Income
Real Estate
Interval
1
1 Year
2 Years
3 Years
9.2%
9.2
10.1%
10.1
10.6%
10.6
Show Details

BlackRock HPS Credit Strategies Fund

Income
Private Credit
Interval
1
1 Year
2 Years
3 Years
4.3%
4.3
6.1%
6.1
7.2%
7.2
Show Details

BlackRock Private Credit Fund

Income
Private Credit
Tender Offer
1
1 Year
2 Years
3 Years
6.6%
6.6
7.7%
7.7
9.8%
9.8
Show Details

BlackRock Private Investments Fund

Growth
Private Equity
Tender Offer
2
["Secondaries"]
1 Year
2 Years
3 Years
16.6%
16.6
11.3%
11.3
11.7%
11.7
Show Details

Blackstone Private Credit Fund

Income
Private Credit
Tender Offer
1
1 Year
2 Years
3 Years
3.5%
3.5
6.0%
6
8.5%
8.5
Show Details

Blackstone Private Multi-Asset Credit and Income Fund

Income
Private Credit
Interval
1
1 Year
2 Years
3 Years
5.6%
5.6
N/A
0
N/A
0
Show Details

Blackstone Real Estate Income Trust

Growth and Income
Real Estate
Tender Offer
1
1 Year
2 Years
3 Years
9.9%
9.9
6.0%
6
4.1%
4.1
Show Details

BlueBay Destra International Event-Driven Credit Fund

Income
Hedge Fund
Interval
1
1 Year
2 Years
3 Years
4.1%
4.1
4.5%
4.5
7.6%
7.6
Show Details

Blue Owl Alternative Credit Fund

Income
Private Credit
Interval
1
1 Year
2 Years
3 Years
10.7%
10.7
5.8%
5.8
N/A
0
Show Details

Blue Owl Credit Income Corp

Income
Private Credit
Tender Offer
1
1 Year
2 Years
3 Years
5.1%
5.1
7.1%
7.1
9.2%
9.2
Show Details

Blue Owl Technology Income Corp

Income
Private Credit
Tender Offer
1
1 Year
2 Years
3 Years
1.9%
1.9
5.4%
5.4
7.8%
7.8
Show Details

Bluerock High Income Institutional Credit Fund

Income
Private Credit
Interval
1
1 Year
2 Years
3 Years
4.4%
4.4
6.9%
6.9
10.0%
10
Show Details

Brookfield Infrastructure Income Fund

Growth and Income
Infrastructure
Tender Offer
1
1 Year
2 Years
3 Years
8.9%
8.9
8.3%
8.3
6.8%
6.8
Show Details

Brookfield Real Estate Income Trust

Growth and Income
Real Estate
Tender Offer
1
1 Year
2 Years
3 Years
6.7%
6.7
3.2%
3.2
0.3%
0.3
Show Details

Calamos Aksia Alternative Credit and Income Fund

Income
Private Credit
Interval
1
1 Year
2 Years
3 Years
7.5%
7.5
9.4%
9.4
10.2%
10.2
Show Details

Calamos Aksia Hedged Strategies Fund

Growth
Hedge Fund
Interval
1
1 Year
2 Years
3 Years
8.7%
8.7
9.3%
9.3
N/A
0
Show Details

Calamos Aksia Private Equity and Alternatives Fund

Growth
Private Equity
Interval
1
["Venture Capital"]
1 Year
2 Years
3 Years
20.5%
20.5
24.5%
24.5
N/A
0
Show Details

Cantor Fitzgerald Income Trust

Growth and Income
Real Estate
Tender Offer
1
1 Year
2 Years
3 Years
8.0%
8
4.1%
4.1
-0.4%
-0.4
Show Details

Cantor Fitzgerald Infrastructure Fund

Growth and Income
Infrastructure
Interval
1
1 Year
2 Years
3 Years
7.9%
7.9
14.5%
14.5
14.1%
14.1
Show Details

Capital Group KKR Core Plus+

Income
Private Credit
Interval
1
1 Year
2 Years
3 Years
4.3%
4.3
3.1%
3.1
N/A
0
Show Details

Capital Group KKR Multi-Sector+

Income
Private Credit
Interval
1
1 Year
2 Years
3 Years
4.7%
4.7
3.5%
3.5
N/A
0
Show Details

Capital Group KKR U.S. Equity+

Growth
Private Equity
Interval
1
1 Year
2 Years
3 Years
10.5%
10.5
N/A
0
N/A
0
Show Details

Carlyle AlpInvest Private Markets Fund

Growth
Private Equity
Tender Offer
2
1 Year
2 Years
3 Years
11.6%
11.6
14.9%
14.9
12.5%
12.5
Show Details

Carlyle Tactical Private Credit Fund

Income
Private Credit
Interval
1
1 Year
2 Years
3 Years
1.9%
1.9
4.0%
4
6.4%
6.4
Show Details

Cascade Private Capital Fund

Growth
Private Equity
Interval
1
["Venture Capital"]
1 Year
2 Years
3 Years
20.3%
20.3
22.2%
22.2
24.0%
24
Show Details

Catalyst/Perini Strategic Income Fund

Income
Real Estate
Interval
1
1 Year
2 Years
3 Years
10.6%
10.6
9.4%
9.4
N/A
0
Show Details

CAZ Strategic Opportunities Fund

Growth
Private Equity
Interval
1
["Secondaries"]
1 Year
2 Years
3 Years
21.5%
21.5
13.6%
13.6
11.7%
11.7
Show Details

CION Ares Diversified Credit Fund

Income
Private Credit
Interval
1
1 Year
2 Years
3 Years
2.6%
2.6
5.5%
5.5
8.0%
8
Show Details

CION Grosvenor Infrastructure Fund

Growth and Income
Infrastructure
Interval
1
1 Year
2 Years
3 Years
3.1%
3.1
12.4%
12.4
N/A
0
Show Details

Clarion Partners Real Estate Income Fund

Growth and Income
Real Estate
Tender Offer
1
1 Year
2 Years
3 Years
4.9%
4.9
4.9%
4.9
4.3%
4.3
Show Details

Cliffwater Corporate Lending Fund

Income
Private Credit
Interval
1
1 Year
2 Years
3 Years
6.7%
6.7
8.3%
8.3
10.0%
10
Show Details

Cliffwater Enhanced Lending Fund

Income
Private Credit
Interval
1
1 Year
2 Years
3 Years
8.8%
8.8
9.9%
9.9
11.3%
11.3
Show Details

Cohen & Steers Income Opportunities REIT

Growth and Income
Real Estate
Tender Offer
1
1 Year
2 Years
3 Years
12.7%
12.7
12.5%
12.5
9.8%
9.8
Show Details

Coller Private Credit Secondaries Fund

Income
Private Credit
Tender Offer
2
["Secondaries"]
1 Year
2 Years
3 Years
9.3%
9.3
N/A
0
N/A
0
Show Details

Coller Secondaries Private Equity Opportunities Fund

Growth
Private Equity
Tender Offer
2
["Secondaries"]
1 Year
2 Years
3 Years
12.6%
12.6
15.2%
15.2
11.1%
11.1
Show Details

Crescent Private Credit Income Corp

Income
Private Credit
Tender Offer
1
1 Year
2 Years
3 Years
5.5%
5.5
8.2%
8.2
8.2%
8.2
Show Details

Denali Structured Return Strategy Fund

Growth and Income
Hedge Fund
Interval
1
1 Year
2 Years
3 Years
10.7%
10.7
12.1%
12.1
9.6%
9.6
Show Details

Eagle Point Enhanced Income Trust

Income
Private Credit
Interval
1
1 Year
2 Years
3 Years
12.3%
12.3
8.8%
8.8
9.2%
9.2
Show Details

EQT Exeter Real Estate Income Trust

Growth and Income
Real Estate
Tender Offer
1
1 Year
2 Years
3 Years
5.4%
5.4
N/A
0
N/A
0
Show Details

First Eagle Private Credit Fund

Income
Private Credit
Tender Offer
1
1 Year
2 Years
3 Years
9.5%
9.5
9.5%
9.5
6.4%
6.4
Show Details

First Eagle Real Estate Debt Fund

Income
Real Estate
Interval
1
1 Year
2 Years
3 Years
4.3%
4.3
N/A
0
N/A
0
Show Details

First Eagle Tactical Municipal Opportunities Fund

Income
Private Credit
Interval
1
1 Year
2 Years
3 Years
6.6%
6.6
N/A
0
N/A
0
Show Details

First Trust Alternative Opportunities Fund

Growth and Income
Private Credit
Interval
1
1 Year
2 Years
3 Years
9.7%
9.7
9.2%
9.2
9.6%
9.6
Show Details

First Trust Enhanced Private Credit Fund

Income
Private Credit
Interval
1
1 Year
2 Years
3 Years
8.1%
8.1
9.2%
9.2
N/A
0
Show Details

First Trust Hedged Strategies Fund

Growth
Hedge Fund
Interval
1
1 Year
2 Years
3 Years
13.8%
13.8
11.2%
11.2
10.3%
10.3
Show Details

First Trust Private Credit Fund

Income
Private Credit
Interval
1
1 Year
2 Years
3 Years
5.6%
5.6
6.8%
6.8
8.6%
8.6
Show Details

Flat Rock Core Income Fund

Income
Private Credit
Interval
1
1 Year
2 Years
3 Years
5.4%
5.4
5.7%
5.7
7.6%
7.6
Show Details

Flat Rock Enhanced Income Fund

Income
Private Credit
Interval
1
1 Year
2 Years
3 Years
7.5%
7.5
9.1%
9.1
11.2%
11.2
Show Details

Flat Rock Opportunity Fund

Income
Private Credit
Interval
1
1 Year
2 Years
3 Years
-5.3%
-5.3
-0.6%
-0.6
6.6%
6.6
Show Details

Flowstone Opportunity Fund

Growth
Private Equity
Tender Offer
3
1 Year
2 Years
3 Years
1.8%
1.8
N/A
0
N/A
0
Show Details

Forum Real Estate Income Fund

Income
Real Estate
Interval
1
1 Year
2 Years
3 Years
9.0%
9
10.3%
10.3
11.7%
11.7
Show Details

Franklin BSP Lending Fund

Income
Private Credit
Interval
1
1 Year
2 Years
3 Years
5.0%
5
N/A
0
N/A
0
Show Details

Franklin BSP Private Credit Fund

Income
Private Credit
Interval
1
1 Year
2 Years
3 Years
2.9%
2.9
7.7%
7.7
9.0%
9
Show Details

Franklin Lexington Private Markets Fund

Growth
Private Equity
Tender Offer
3
["Secondaries"]
1 Year
2 Years
3 Years
14.3%
14.3
13.7%
13.7
N/A
0
Show Details

FS Credit Income Fund

Income
Private Credit
Interval
1
1 Year
2 Years
3 Years
7.1%
7.1
7.0%
7
9.2%
9.2
Show Details

FS Credit Real Estate Income Trust

Income
Real Estate
Tender Offer
1
1 Year
2 Years
3 Years
6.7%
6.7
6.8%
6.8
7.0%
7
Show Details

FS MVP Private Markets Fund

Growth
Private Equity
Tender Offer
3
1 Year
2 Years
3 Years
8.0%
8
10.6%
10.6
10.6%
10.6
Show Details

Goldman Sachs Real Estate Diversified Income Fund

Growth and Income
Real Estate
Interval
1
1 Year
2 Years
3 Years
8.0%
8
3.7%
3.7
0.2%
0.2
Show Details

Hamilton Lane Credit Income Fund

Income
Private Credit
Interval
1
1 Year
2 Years
3 Years
1.9%
1.9
N/A
0
N/A
0
Show Details

Hamilton Lane Private Assets Fund

Growth
Private Equity
Tender Offer
3
["Secondaries"]
1 Year
2 Years
3 Years
13.8%
13.8
14.9%
14.9
13.5%
13.5
Show Details

Hamilton Lane Private Infrastructure Fund

Growth and Income
Infrastructure
Interval
1
["Secondaries"]
1 Year
2 Years
3 Years
14.5%
14.5
20.3%
20.3
18.0%
18
Show Details

Hamilton Lane Private Secondary Fund

Growth
Private Equity
Tender Offer
3
["Secondaries"]
1 Year
2 Years
3 Years
28.3%
28.3
35.4%
35.4
N/A
0
Show Details

Hamilton Lane Venture Capital and Growth Fund

Growth
Private Equity
Tender Offer
3
["Venture Capital"]
1 Year
2 Years
3 Years
44.7%
44.7
36.7%
36.7
N/A
0
Show Details

Harrison Street Infrastructure Income Fund

Growth and Income
Infrastructure
Interval
1
1 Year
2 Years
3 Years
9.8%
9.8
9.7%
9.7
7.2%
7.2
Show Details

Harrison Street Real Assets Fund

Growth and Income
Real Assets
Interval
1
1 Year
2 Years
3 Years
4.9%
4.9
5.9%
5.9
4.7%
4.7
Show Details

Harrison Street Real Estate Fund

Growth and Income
Real Estate
Interval
1
1 Year
2 Years
3 Years
0.3%
0.3
1.3%
1.3
-1.4%
-1.4
Show Details

Hartford Schroders Private Opportunities Fund

Growth
Private Equity
Tender Offer
1
1 Year
2 Years
3 Years
25.6%
25.6
21.5%
21.5
16.8%
16.8
Show Details

Hines Global Income Trust

Income
Real Estate
Tender Offer
1
1 Year
2 Years
3 Years
5.6%
5.6
5.0%
5
3.7%
3.7
Show Details

HPS Corporate Lending Fund

Income
Private Credit
Tender Offer
1
1 Year
2 Years
3 Years
6.8%
6.8
7.9%
7.9
10.2%
10.2
Show Details

iDirect Private Markets Fund

Growth
Private Equity
Tender Offer
2
1 Year
2 Years
3 Years
7.6%
7.6
8.4%
8.4
10.0%
10
Show Details

JPMorgan Private Markets Fund

Growth
Private Equity
Tender Offer
3
["Secondaries","Venture Capital"]
1 Year
2 Years
3 Years
13.2%
13.2
11.9%
11.9
23.5%
23.5
Show Details

JP Morgan Real Estate Income Trust

Growth and Income
Real Estate
Tender Offer
1
1 Year
2 Years
3 Years
6.1%
6.1
5.6%
5.6
4.5%
4.5
Show Details

KKR Real Estate Select Trust

Growth and Income
Real Estate
Interval
1
1 Year
2 Years
3 Years
1.6%
1.6
0.4%
0.4
-1.9%
-1.9
Show Details

Lord Abbett Corporate Opportunities Fund

Income
Private Credit
Interval
1
1 Year
2 Years
3 Years
7.1%
7.1
7.4%
7.4
9.5%
9.5
Show Details

Lord Abbett Credit Opportunities Fund

Income
Private Credit
Interval
1
1 Year
2 Years
3 Years
4.8%
4.8
5.3%
5.3
7.7%
7.7
Show Details

Marathon Asset-Based Lending Fund

Income
Private Credit
Interval
1
1 Year
2 Years
3 Years
-1.8%
-1.8
-0.5%
-0.5
N/A
0
Show Details

Meketa Infrastructure Fund

Growth and Income
Infrastructure
Interval
1
1 Year
2 Years
3 Years
8.4%
8.4
9.3%
9.3
6.8%
6.8
Show Details

Neuberger Asset-Based Credit Fund

Income
Private Credit
Interval
1
1 Year
2 Years
3 Years
4.9%
4.9
N/A
0
N/A
0
Show Details

Niagara Income Opportunities Fund

Income
Private Credit
Interval
1
1 Year
2 Years
3 Years
8.6%
8.6
9.5%
9.5
7.7%
7.7
Show Details

Nomura Alternative Income Fund

Income
Private Credit
Interval
1
1 Year
2 Years
3 Years
8.3%
8.3
9.0%
9
7.6%
7.6
Show Details

North Haven Private Assets Fund

Growth
Private Equity
Tender Offer
3
1 Year
2 Years
3 Years
11.6%
11.6
13.5%
13.5
N/A
0
Show Details

Nuveen Churchill Private Capital Income Fund

Income
Private Credit
Tender Offer
1
1 Year
2 Years
3 Years
5.9%
5.9
7.5%
7.5
8.7%
8.7
Show Details

Oaktree Asset-Backed Income Fund

Income
Private Credit
Interval
1
1 Year
2 Years
3 Years
2.7%
2.7
N/A
0
N/A
0
Show Details

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.