Private Equity
Private companies, pre-IPO
Private companies we believe are defining their industries, accessed through our affiliated Fund's Series LLC structure. Available to accredited investors.
Learn more
Private equity access.
Built for accredited investors.
Private equity and market-linked notes through a single account.
Investment opportunities subject to eligibility.
PortfolioIllustrative
Allocation
Private equity63.8%
Market-linked notes36.2%
Holdings
Anduril Industries
Private equity
Shield AI
Private equity
BNP
Autocallable note
3-yr worst-of autocallable · BNP Paribas
Not an offer or recommendation
The Universe
Names you may recognize.
The companies defining their industries. We track them closely.
Illustrative · Not an offer or recommendation · Eligibility verification required
See the full universeInvestment Solutions
Two ways to invest. One account.
Market-Linked Notes
Market-linked notes from major issuers
Senior unsecured debt of major financial institutions whose return is linked to the performance of an underlying asset or index. Subject to issuer credit risk; not FDIC-insured.
Learn more
Private equity investments are available to accredited investors only. Specific offering details, terms, and risk disclosures are made available after a verified account is established. Market-linked notes are complex products that may not be suitable for all investors. Brokerage services through Greenbird Capital, LLC, member FINRA / SIPC.
Get in touch
Two ways to invest. One account.
Have a question or want to learn more? Get in touch and our team will follow up.