Why these vehicles show up in our work
Many coastal New England households already have enough public-market exposure. What they often lack is a thoughtful way to own less-liquid assets — private credit, certain real assets, or other private strategies — without wiring money into a structure they cannot explain to a spouse or an attorney.
Interval funds are one way some investors access private-market strategies inside a 1940 Act wrapper, with periodic repurchase offers instead of daily liquidity. That limited liquidity is a feature for long-term capital and a problem if you may need the cash next quarter. We say that out loud.
What “used extensively” actually means
It means the team has repeated, operational experience: subscription documents, capital calls or repurchase calendars, K-1 or 1099 reporting, and the work of sizing a position so it does not become the whole plan. It does not mean every client owns the same funds, or that private investments are required to become a client.
Suitability is individual. Some private offerings are available only to accredited investors or qualified purchasers. Interval funds have their own prospectuses, fees, and repurchase limits. Nothing on this page is a recommendation of a specific fund.
How this sits next to a custom portfolio
Private and interval-fund positions, when used, sit inside a fully customized portfolio that also holds the public assets you need for spending, taxes, and sleep. Read custom portfolios and tailored planning and the firm’s investment management page.
Risks we will not bury
You can lose money. Valuations can lag. Repurchase offers can be prorated. Fees are often higher than a public index fund. None of this is a shortcut to higher returns. Past performance is not indicative of future results.