Pomona Investment Fund
Access institutional private-market funds through your existing Charles Schwab brokerage account with a 0.30% advisory fee, automatically discounted for larger accounts.
25000
Minimum investment in this fund as a Treeview Capital client
0.158
Annual fund expense savings as a Treeview Capital client
Stop paying 1% in advisory fees.
We’ve removed the traditional wealth manager markup to keep your costs low.
Our clients have invested an average of over $250,000 in private markets through our platform.
Get Access to This Fund
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
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.
Custody Your Investments 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.
- 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.
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.