Invest in Infrastructure Funds as an Individual
Access institutional infrastructure strategies from $5,000, with advisory fees starting at 0.30% and automatically discounted for larger accounts.
Stop paying 1% fees.
Our 0.30% advisory fee lets you keep more money in your pocket.
Our clients have invested an average of over $250,000 in private markets through our platform.
Explore Our List of Private Infrastructure 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.
Skip the high investment minimums and complex paperwork. We give you a direct, hassle-free path to 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 Infrastructure, Real Estate, Private Equity, and Private Credit funds—all accessible through your existing Schwab account
Choose from our screened selection of Private Infrastructure investment funds
Explore Our List of Private Infrastructure FundsSome Infrastructure Fund Investments Available
Hamilton Lane Private Infrastructure FundCantor Fitzgerald Infrastructure FundStepStone Private Infrastructure FundHarrison Street Infrastructure Income FundBrookfield Infrastructure Income FundMeketa Infrastructure FundCION Grosvenor Infrastructure 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:
- Reduced Minimums: Access strategies from many institutional fund managers from just $5,000.
- True Value: Valued periodically at NAV rather than trading continuously on an exchange.
- Limited Repurchase Opportunities: Interval and tender-offer funds may periodically offer to repurchase a limited amount of shares. Repurchases are not guaranteed and may be suspended or prorated. Investors should be prepared to hold these investments for extended periods.
Custody Your Investments at Charles Schwab
We partner with Charles Schwab as our primary custodian to hold your assets with an established and well-regarded name in American finance.
- Broad Account Support: We integrate seamlessly with Individual, Joint, Traditional/Roth IRAs, Trusts, and Entity accounts.
- Digital Portfolio Integration: Easily add institutional private market funds to run right alongside your existing brokerage investments.
- Strict Institutional Separation: Your capital remains held externally at the custodian. While we provide the advisory bridge to private market funds, strict structural boundaries ensure we maintain no withdrawal authority or direct control over your assets.
Our Investment Partners
Treeview Capital is proud to offer investment opportunites from these institutions:
Start Investing With 3 Simple Steps
Sign Up for Access
Complete our seamless digital onboarding and e-sign your advisory agreement to get started.
Link Your Schwab Account
Add Treeview Capital as the investment advisor for your existing Schwab brokerage account to connect your portfolio.
View Your Recommendations
Review the funds recommended by our software based on your profile and initiate an eligible investment through your linked account.
The Treeview Capital Advantage: What You Get
We help investors expand their portfolios by providing affordable access to institutional evergreen private market funds.
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.
Fee-Efficient Structure: Advisory fees start at 0.30%, with automatic discounts for larger accounts, down to 0.20%. We provide institutional pricing and access to the institutional share classes available from fund managers.
Accessible Investment Minimums: Participate in alternative asset classes with an initial account minimum starting at $5,000.
Screened Alternatives Portfolio: Access to interval funds and tender offer funds that have met our firm’s quantitative and qualitative review criteria.
Tailored Portfolio Guidance: Algorithmic recommendation tools help align investment selections with your individual risk profile and financial goals.
Registered with the SEC: We are held to a fiduciary standard so we are legally required to act in your interest.