Invest In This Fund
Access this private market strategy directly from your Charles Schwab account.
Our platform provides a transparent 0.30% advisory fee with zero manual paperwork.
Stop paying 1% in advisory fees.
We’ve removed the traditional wealth manager markup to keep your costs low.
Start investing with just $5,000.
Explore Our List of 100+ Private Market Funds
Summary of Fund
$5,000
Minimum investment in this fund as a Treeview Capital client
$1,000,000
Minimum investment in this fund without using an advisor
0.30%
Treeview Capital advisory fee
(Discounts for larger accounts)
Performance - Last 12 Months
(Most recent four quarters)
Performance - Last 2 Years
(Annualized over 24 months)
Performance - Last 3 Years
(Annualized over 36 months)
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.
Start Investing With 3 Simple Steps
Create Your Investor Profile
Complete our seamless digital onboarding and e-sign your advisory agreement to secure institutional access.
Link Your Schwab Account
Add Treeview Capital as the investment advisor for your existing Schwab brokerage account to enable access.
Choose Your Funds and Invest
Select from our 100+ curated funds and initiate your first investment purchase with minimums as low as $5,000.
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.
- All Accounts Welcome: We support Individual, Joint, Traditional/Roth IRAs, Trusts, and Entity accounts.
- Digital Integration: Add private market funds using your Schwab account alongside your existing investments.
- Institutional Security: Your assets remain at Schwab with full SIPC protection. We provide the advisory bridge to private market funds but we have no withdrawal authority or direct access to your capital.
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 $5,000.
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.