Invest In World-Class Private Credit Funds Directly Through Your Schwab Account
Discover Private Credit where you lend to established businesses and hold "Senior" status. You get paid before almost everyone else, providing a more stable way to grow your wealth.
Stop paying 1% fees.
Our 0.30% advisory fee lets you keep more money in your pocket.
Start investing with just $1,000.
Explore Our List of Private Credit Funds
Institutional Access, Democratized
Private markets are no longer out of reach. We’ve streamlined the process, giving you easy diversification that is as simple to access as buying a stock.
.svg)
.svg)
Skip the high investment minimums and complex paperwork. We give you a direct, hassle-free path to exclusive funds that were previously reserved for a select few
Switch from the traditional 1% advisory fee model to our 0.3% structure and keep more of your wealth compounding where it belongs - with you
Invest with confidence in top-tier Infrastructure, Real Estate, Private Equity, and Private Credit funds—all accessible through your existing Schwab account
Choose from our expertly curated list of Private Credit funds
Explore Our List of Private Credit FundsTop Private Credit Fund Investments by Our Clients
Cliffwater Corporate Lending FundCliffwater Enhanced Lending FundCalamos Aksia Alternative Credit and Income FundOaktree Diversified Income FundBlue Owl Credit Income CorpAres Strategic Income FundCarlyle Tactical Private Credit FundPGIM Private Credit Fund
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:
- Retail Minimums: Access strategies from many institutional fund managers from just $1,000.
- True Value: Priced at Net Asset Value (NAV), shielding you from daily stock market volatility.
- Flexible Exits: Periodic quarterly liquidity windows, unlike the 10-year lockups of traditional private market funds.
Your Money Stays Safe at Charles Schwab
We partner with Charles Schwab as our primary custodian to ensure your assets are held with one of the most trusted names in American finance.
- Seamless Linking: Connect your existing Schwab account in under 60 seconds
- All Accounts Welcome: We support Individual, Joint, Traditional/Roth IRAs, Trusts, and Entity accounts.
- Institutional Security: Your assets remain at Schwab with full SIPC protection. We simply provide the advisory access to the private funds.
Our Investment Partners
Treeview Capital is proud to offer investment opportunites from these institutions:
Start Investing With 3 Simple Steps
Sign Up to Become a Client
Complete our fast digital onboarding and e-sign your investment advisory agreement to secure your access.
Link Your Schwab Account
Securely connect your existing Charles Schwab brokerage account with Treeview Capital to enable access.
Choose Your Funds and Invest
Select from our 100+ curated funds and initiate your first investment with minimums as low as $1,000.
The Treeview Capital Advantage: What You Get
We help investors expand their portfolios by providing affordable access to institutional evergreen private market funds.
Most investment advisors restrict you to expensive public markets. 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.
Ultra-Low Cost: Advisory fees are as low as 0.20% of your investment, giving you the best-in-class pricing and access to the lowest-fee share classes available from fund managers.
Start Small: Enjoy the lowest investment minimums available to retail investors, starting at just $1,000.
Vetted Funds: A carefully curated list of interval funds and tender offer funds, selected and rated by our experts.
Personalized Guidance: Automated, personalized recommendations help you confidently select investments.
What others say about Treeview Capital
Treeview Capital truly opens up a new world of investing. I always thought private market funds were out of reach due to the high minimums. Now, I can diversify my portfolio with top-tier funds for a fraction of what was previously required."
The platform is incredibly intuitive. I love that I can easily browse funds from major institutions and manage everything right from my Schwab account. It's a seamless and transparent way to access private investments.
I was tired of paying high advisory fees on my alternative investments. With Treeview Capital, the low fee structure is a game-changer. It's the most cost-efficient access to private credit and equity that I've found anywhere.
Treeview Capital has not provided any compensation for the endorsements shown. No conflicts of interest exist.