Investing in hedge funds, private equity, private credit and real estate funds has long been a part of sophisticated client portfolios and for good reason. They can be an attractive long-term complement to a traditional public stock/bond allocation.
Morgan Private Ventures
Morgan Private Ventures offers sophisticated investors access to exclusive direct investment opportunities from across the firm, including from our Investment Bank, Private Capital Markets deal team, alternative investments platform and roster of affiliated managers. Connect with deal teams and other like-minded investors to invest strategic capital in next generation companies across a range of industries, geographies and growth stages. Invest directly or as a co-investor alongside fund sponsors and other institutional investors.
Invest side-by-side with top global institutional investors though direct investment in next generation companies and co-investment opportunities in real estate, venture capital and other private investments from top fund sponsors.
A different level of access
Only a select group of sophisticated investors are offered access to unique private investment opportunities sourced from our Investment Bank and Private Capital Markets deal team, alternative investments platform, and roster of affiliated managers.
Morgan Private Ventures connects you with deal teams and management teams, as well as direct data room access for each transaction so that you can conduct your own independent due diligence and analysis. You invest directly into the cap table of a company or co-invest through a fund sponsor with direct access for ongoing, post-investment discussions regarding your investments.
Opportunities in the pipeline emerge from companies seeking strategic capital from institutional investors, like sovereign wealth funds, mutual funds and family offices, in addition to traditional growth or venture capital sources. Family office participation also allows these companies and their leaders to explore strategic relationships and benefit from the unique insights and advice brought to bear through individuals and families representing today’s most successful businesses.
Morgan Private Ventures is available only to Private Bank clients who meet institutional suitability standards.
Access, experience and exclusivity define the direct investment opportunities we provide our Private Bank clients.
Hedge funds (or funds of hedge funds) often engage in leveraging and other speculative investment practices that may increase the risk of investment loss; can be highly illiquid; are not required to provide periodic pricing or valuation information to investors; may involve complex tax structures and delays in distributing important tax information; are not subject to the same regulatory requirements as mutual funds; and often charge high fees. Further, any number of conflicts of interest may exist in the context of the management and/or operation of any hedge fund. While investments in private equity funds provide potential for attractive returns, access to opportunities not available in the public markets and diversification, they also present significant risks including illiquidity, long-term time horizons, loss of capital and significant execution and operating risks that are not typically present in public equity markets. Private equity funds typically have a 10-15 year term and will begin to monetize investments after holding them for 4-5 years.
Private investments are subject to special risks. Individuals must meet specific suitability standards before investing. This information does not constitute an offer to sell or a solicitation of an offer to buy . As a reminder, hedge funds (or funds of hedge funds), private equity funds, real estate funds often engage in leveraging and other speculative investment practices that may increase the risk of investment loss. These investments can be highly illiquid, and are not required to provide periodic pricing or valuation information to investors, and may involve complex tax structures and delays in distributing important tax information. These investments are not subject to the same regulatory requirements as mutual funds; and often charge high fees. Further, any number of conflicts of interest may exist in the context of the management and/or operation of any such fund. For complete information, please refer to the applicable offering memorandum. Securities are made available through J.P. Morgan Securities LLC, Member FINRA, and SIPC, and its broker-dealer affiliates.
Hedge funds and private investments
Morgan Private Ventures
Morgan Private Ventures offers a small group of qualified investors entree into exclusive, high quality private investments.