Performance, income, tax, capital, and the mechanics of private market investing.
Private funds send a steady stream of updates — NAV statements, distribution notices, quarterly reports, annual financials. Most investors read them and move on. Here's a more useful approach.
LP interests in private funds pass differently than stocks and bonds. Most alternative investors have not thought carefully about what their heirs will inherit — or what their estate will be expected to do. Here's what to know before it matters.
The decision to add a new alternative investment looks different when you already have ten or fifteen positions. Here's the mental checklist that experienced LP investors use before committing to something new — and the questions that matter most when you already have skin in the game.