The SEC’s modification of “accredited investor” has laid the groundwork for individual investors to access private market strategies such as private equity. Now is the time to open the door for everyone. Thanks to advancing technology and democratization, opportunities once considered only for those considered privileged are now available to everyone. Private Markets and the […]
Axxes Capital gives financial advisors and their clients access to a suite of select top-tier private investment managers, in funds designed from the ground up for individual investors.
From private equity to private credit, venture capital, real estate and infrastructure, Axxes Capital, in partnership with Wilshire Advisors, identifies and enters into sub-advisor agreements with asset managers who have sector-specific expertise - all with low minimums and quarterly liquidity options. And that's opening up a whole new world in private investing.
50/40/10 is the new 60/40:
We're your partner in accessing today's private investments opportunity
With public equity and debt markets under unrelenting pressure and traditional approaches to diversification struggling, private capital markets are growing and delivering the performance that public markets aren't.
Last year, the private investment industry grew to $10 trillion and is projected to hit $18 trillion by 2026. The primary beneficiaries of this growth have historically been institutional investors with only limited participation by individual investors.Source: Capgemini Research Institute
Axxes Capital is here to help level the playing field by working exclusively with wealth advisors to provide private investment solutions designed to better diversify client portfolios and achieve higher overall risk-adjusted returns.
Click here to read our white paper on the benefits of private investments as part of a diversified portfolio.
Private Equity Index vs the S&P 500 Index
Axxes Capital believes the time to pursue private investments as a portfolio diversification strategy is now, as private investments continue to provide attractive risk-adjusted returns, low correlations, and outperformance relative to public markets.
Important risk warning: Past performance is not indicative of future results. Returns gross of fees. Private equity is not an investable index and is used solely for illustrative purposes. For further detail, please click here.
Past performance doesn't guarantee future returns. CA US Private Equity (PE) Index as sourced by Cambridge Associates("CA")' Q4 2020 'Index and Selected Benchmark Statistics; report. The Cambridge Associates("CA") Private Equity Index is a pooled horizon IRR calculation based on quarterly data compiled from over 8,300 private equity funds, including fully liquidated partnerships, formed between 1986 and 2020. S&P 500 Total Return Index as sourced from Yahoo Finance. S&P 500 TR Index data are annually compounded return calculations which are time-weighted measures and are shown for reference and directional purposes only. The CA PE Index is not an investable index and is used solely for illustrative purposes. The CA PE Index includes only buyout and growth equity funds which match the investment opportunities currently offered by Axxes Capital. Due to the fundamental differences between the two calculations, we don't recommend directly comparing IRRs to time-weighted returns. The chart shows the net growth of a $100 hypothetical initial investment in the referenced indexes on December 31st, 1999. Index data does not include the effect of Axxes Capital feeder fees that are levied on top of the private equity funds offered and are estimated to decrease their net returns by 2.3 percent on an annual basis. Returns shown are in USD so currency movements will affect the returns you receive.
The Axxes Capital Advisor Advantage
Wealth advisors can easily reallocate with no-charge exchanges across our suite of funds enabling rebalancing of client private investment allocations without penalties or additional costs (subject to fund-level liquidity constraints).
Low minimum investment
Low investment minimums across transactional share classes ($25,000) and the ability to waive minimums on the institutional share class for fee based accounts and practices.
Our private investment products are offered to individual investors directly through their wealth advisors.
Each of our investment funds are designed to provide regularly quarterly liquidity for at least 5% of net assets..Subject to board approval
In conjunction with our due diligence partner Wilshire Associates, we identify the world top private investments managers for each of our strategies and then undertake an extensive due diligence process before finally selecting our managers.
Axxes Capital, through it's wholly-owned subsidiary, is a registered investment advisor and all of our investment funds are also registered, providing an additional level of transparency and accountability.
Our funds are evergreen and offered without a constraint on offering timeline, enabling wealth advisors to utilize a dollar-cost-averaging approach to allocate client portfolios consistently and effectively over time.
Benefits to Advisors
and their clients:
to previously unavailable private investment strategies and leading private fund managers.
to generate higher portfolio returns and achieve better diversification.
barriers to entry with significantly lower investment minimums than traditional private funds.
liquidity characteristics versus traditional private funds.
Each fund is expected to have its own CUSIP number enabling positions to be shown on client statements.
Axxes Capital's initial offerings are focused on what we consider to be the most attractive opportunities in the private investment universe. By design, we don't offer the largest array of solutions. Instead, we strive to offer the best opportunities managed by top managers in each sector.
- Private Equity Co-Investments & Secondaries
- Special Situations - Credit
- Venture Capital
- Real Estate Equity & Debt
- Leveraged Buyouts & Control Investments
Financial advisors are the centerpiece
We understand how hard financial advisors work on behalf of their clients, and we know how important their client relationships are. Our goal is to offer a suite of investment options that offer better diversification and enhanced risk-adjusted returns for their clients' portfolios. We believe that the financial advisors are the catalysts for change in this paradigm shift, and we are confident they will benefit from our platform, its strategies, and our manager selection process.
Thriving in a changing landscape
Over the last 30 years, the industry has shifted into discussions about asset allocations. Axxes Capital was formed to enable accredited investors to allocate to a diversified portfolio including private investments. For a long time, private investments were only available to large institutions and ultra-high-net-worth individuals. We believe that it is about time that private investing be democratized, and access is given to a broader base of individual investors.
Financial advisors are the centerpiece
We understand how hard financial advisors work on behalf of their clients, and we know how important their client relationships are. Our goal is to offer a suite of investment options that offer better diversification and enhanced risk adjusted returns for their clients' portfolios. We believe that the financial advisors are the catalysts for change in this paradigm shift, and we are confident they will benefit from our platform, its strategies, and our manager selection process.
Featured Insights on Private Investing
Today there are 8.5 million accredited investors in the U.S. and 18.7 million accredited investors globally with $15 trillion and $34.5 trillion, respectably, in investable assets according to the 2022 Capgemini Research Institute report. These accredited investors typically have between $1 million to $5 million investible assets but have less than 1% of their portfolios […]
Democratization of investing is extremely important for investors, and with an increased interest in alternative investments, this will need to become a priority. More infrastructure needs to be in place with decreased barriers to entry for those wanting to diversify their portfolios. Move Over Institutions. The People Have Arrived. Democratization – The word speaks to […]
The Axxes Capital
The Axxes Platform enables wealth advisors to offer private Investments to their clients with low minimums, simplified tax reporting, and top tier fund managers. We are democratizing access to private investments.