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.
Become a Client
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)
0%
Annual fund expense savings as a Treeview Capital client
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 $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: Initiate your Schwab account link in under 60 seconds.
- 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.