Fund Summary
Real Estate
Fund's investment strategy
Income
Fund's principal focus
Medium
Our determination of fund's risk
Interval Fund
Fund structure
Institutional
Fund share class available
Anyone
Investor eligibility
9.7%
Performance - Last 12 Months
(Most recent four quarters)
10.9%
Performance - Last 2 Years
(Annualized over 24 months)
N/A
Performance - Last 3 Years
(Annualized over 36 months)
$2,500
Minimum investment through Treeview Capital
33.4%
Annual fund expense savings via the institutional share class
Access this fund through your existing Charles Schwab account with personalized recommendations from Treeview Capital, an SEC-registered investment adviser.
Advisory fees start at 0.30% and automatically decline for larger portfolios.
Explore This Fund With TreeviewDon't Pay a Traditional Wealth Manager Just to Access This Fund.
Treeview specializes in private market investing.
Our advisory fee starts at 0.30% on private market investments, while you remain free to manage your stocks, ETFs, and cash yourself.
Important Information: Performance figures are updated quarterly using performance information published by the fund manager. 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
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.
Your Investment Stays in Your Schwab Account
Your assets remain at Charles Schwab rather than being held by Treeview. Treeview provides the advisory access and recommendations. You retain control of your account and approve your investment decisions.
- Use the Account You Already Have: Individual, joint, IRA, trust, and entity accounts are supported.
- Keep Everything Together: Eligible private market investments can sit alongside your existing brokerage portfolio.
- You Retain Control: Treeview provides advice and access but does not have authority to withdraw your assets.
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.
Fiduciary Investment Advice: Treeview Capital is an SEC-registered investment adviser with a fiduciary duty to act in our clients’ best interests.