Private Markets & Alternative Investments
Private credit, private equity, funds and other non-public exposures.
What this category covers
Private market platforms provide access to investments that are not exchange traded. These typically involve accreditation requirements, long holding periods, layered fees and limited or no secondary liquidity. Valuations are reported by the sponsor rather than set by a public market.
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Platforms in this category (276)
| Platform | Accreditation | Minimum | Structure | Hold period |
|---|---|---|---|---|
| 1031 Crowdfunding | Open | Offering-specific. Selected DST offerings currently use roughly $25,000–$100,000 minimums; no universal platform minimum applies across every DST, REIT, QOF or bridge-fund product. | Private real-estate marketplace operated by 1031 Crowdfunding, LLC, with securities broker-dealer services provided by Capulent, LLC for applicable offerings. DST investors buy beneficial interests in property-owning trusts rather than direct deeds, while REIT, QOF and bridge-fund products use their own private-vehicle structures. | Not documented |
| Abacus Wealth Partners | Open | No minimum portfolio size. Abacus generally imposes a $5,000 annual minimum fee for financial planning; investment-management-only clients may have a $1,000 annual minimum fee. | Managed advisory accounts held at third-party custodians such as Schwab, Betterment, Northern Trust, or Fidelity; portfolios generally use diversified mutual funds/ETFs rather than a pooled Abacus fund. | Not documented |
| Abbey Capital Futures Strategy Fund | Open | $2,500 initial for Class A and Class C; $1,000,000 for Class I. Class T is not currently available; intermediaries may modify or waive minimums. | Registered mutual fund (Abbey Capital Futures Strategy Fund of The RBB Fund, Inc.) with multiple share classes; it combines managed-futures exposure through wholly owned onshore/offshore subsidiaries with an actively managed fixed-income allocation. | Not documented |
| AcreTrader | Accredited only | Individual farm offerings commonly show a $15,000 minimum. The Proterra AcreTrader Farmland Fund LP has a $150,000 open-offering minimum. The platform's historical $1,000 minimum is not current. | Private farmland investment platform now owned by Proterra Investment Partners, using property- or fund-specific private investment vehicles for farmland exposure. Investors hold interests in the applicable offering or fund rather than direct deeded ownership of a fractional parcel; securities-intermediary roles are offering-specific. | Long. Current examples commonly target roughly 5-10+ years, offering-specific, and a target is not a guaranteed exit date. |
| Adage Capital Management | Open | $10,000,000 routine minimum investment commitment for Adage Capital Partners, L.P. in the March 2026 Form ADV filing; governing fund documents may permit different accepted amounts. | Single private pooled hedge fund, Adage Capital Partners, L.P., a Delaware limited partnership relying on Investment Company Act Section 3(c)(7); Adage reports no separately managed accounts. | Not documented |
| Advanta IRA | Open | Advanta IRA does not publish a universal investment minimum; the account owner selects the underlying alternative asset, and that asset or offering may impose its own minimum. Account fees vary by holdings/value and transactions. | Self-directed retirement account administered/custodied for the investor; the IRA owns the selected assets. Optional IRA-LLC/checkbook-control structures are available for investors who use that setup. | Not documented |
| Alkeon Capital Management | Open | Varies by vehicle; a current April 2026 Alkeon Innovation Series Zeta Form D lists a $500,000 minimum. Alkeon does not publish one universal firmwide minimum. | Private domestic/offshore master-feeder fund complexes, including Delaware limited-partnership feeders and Cayman master/offshore vehicles; Alkeon also manages venture, UCITS and other product structures. | Not documented |
| Allocate | Open | No universal Allocate minimum. Access is adviser- and product-specific, and curated private-market funds, feeder vehicles or SPVs can impose their own subscription thresholds. | SEC-registered private-markets advisory and infrastructure platform through Allocate Management Company, LLC, using custom funds, feeder funds, SPVs and curated private-market vehicles for wealth-adviser and asset-manager clients; Allocate is not a broker-dealer. | Not documented |
| Allworth Financial | Open | No minimum household investment amount for standard investment-management accounts. Allworth's two private funds require $250,000; asset-management accounts are subject to a $2,500 annual minimum fee. | SEC-registered advisory relationship using discretionary or non-discretionary managed accounts, generally invested in mutual funds and ETFs; Allworth also manages two private funds. | Not documented |
| Alt | Open | Basic account creation is free and there is no marketplace minimum in the current source registry. Alt Lending has a $25,000 minimum loan. | Direct ownership of whole physical trading cards held in Alt's vault. When a sale settles, ownership is transferred digitally in the vault; the owner can later request physical shipment. It is a collectibles marketplace/custody model, not a pooled or fractional investment fund. | No fixed holding period. Cards can be listed at fixed price or consigned to auction subject to vault and grading conditions. |
| Altimeter Capital Management | Open | No universal firmwide minimum. Altimeter Partners Fund LP's April 2026 Form D lists a $100,000 minimum investment; other Altimeter vehicles use different terms, so the applicable offering documents control. | Private pooled investment funds across hedge-fund and venture/growth strategies, including Delaware limited partnerships and offshore/private vehicles; specific structure is vehicle-dependent and governed by offering documents. | Not documented |
| Alto | Open | No universal Alto investment minimum. Alto's account pricing begins at $0 invested capital, while each Marketplace, integrated-partner or private offering sets its own investment minimum. | Self-directed IRA custodial account: Alto Trust Co. serves as the passive, non-discretionary custodian and the investor directs the IRA into selected private-market or alternative investments; the underlying investment remains a separate offering or fund. | Not documented |
| Alto IRA | Open | Account minimums are offering-specific. Marketplace and bring-your-own-deal minimums are set by the issuer and can be substantial. | Self-directed IRA custodial account: Alto Trust Co. is the passive, non-discretionary custodian, while the account owner directs investments into selected alternative assets or private offerings. | Long. Private securities may be restricted, lack a secondary market and require long holding periods. |
| Alumni Ventures | Open | $10,000 minimum one-time investment for current Alumni Ventures fund offerings; larger commitments are accepted and current fund materials show a typical $50,000 investment. | Private pooled venture-capital fund interests. Current diversified funds generally hold 20–30 portfolio companies, use a one-time capital call and deploy investor capital across the fund portfolio. | Not documented |
| AMG Systematica Managed Futures Strategy Fund | Open | Class-specific: Class N $2,000 regular / $1,000 IRA; Class I $100,000 regular / $25,000 IRA; Class Z $5,000,000 regular / $50,000 IRA. | Registered open-end mutual fund (a series of AMG Funds I) using systematic trend-following futures and forwards; it may invest up to 25% of assets in a wholly owned Cayman subsidiary for commodity-market exposure. | Not documented |
| Angeles Wealth Management | Open | Generally $5 million in account assets, which typically produces a $50,000 minimum annual fee; Angeles states minimums and fees may be negotiated and family assets may be aggregated. | SEC-registered wealth-management advisory accounts using a mix of mutual funds, separately managed accounts, ETFs, government securities, listed closed-end funds and, where appropriate, limited partnerships, offshore corporations or private placements including hedge funds. | Not documented |
| AngelList | Accredited only | Offering-specific. The fund or deal lead sets the investor minimum; AngelList says some minimums may be as low as $1,000 and its general LP guideline is $1,000, but individual funds and deals may require more. | Private-market fund interests offered through deal-specific SPVs, venture funds and Rolling Funds. Rolling Funds use a series of quarterly pooled vehicles under a master Delaware limited partnership; SPV and venture-fund terms are deal- or fund-specific. | Not documented |
| Annex Wealth Management | Open | No formal firmwide account minimum. Current service tiers target Annex Ignite below $500,000 of investable assets, Comprehensive Wealth at roughly $500,000–$5 million, and Private Client around $5 million+ of investable assets. | Managed advisory accounts held at independent third-party custodians, with portfolios built from mutual funds, ETFs, individual stocks and other investments as appropriate; the relationship is an advisory account, not a single pooled Annex fund. | Not documented |
| Apella Wealth | Open | $500,000 minimum initial account value for investment-management services; Apella may accept smaller accounts at its discretion based on circumstances such as anticipated future assets or related accounts. | Fee-only SEC-registered advisory accounts held with qualified third-party custodians and invested through diversified model portfolios, mutual funds, ETFs and selected third-party managers; held-away retirement accounts may also be managed through supported technology. | Not documented |
| Appaloosa | Open | No public universal minimum. Current Appaloosa filings identify Palomino Master Ltd. and Azteca Partners LLC but do not publish a current managerwide subscription minimum; vehicle documents control. | Private pooled investment-vehicle structure: Appaloosa LP advises Palomino Master Ltd. and Azteca Partners LLC; Palomino is limited to accredited investors and qualified purchasers, while Azteca is a principals-and-eligible-employees vehicle. | Not documented |
| AQR Capital Management | Open | No universal AQR minimum. AQR's March 2026 Form CRS says retail advisory services are equity separately managed accounts with a typical $1 million minimum; institutional private funds, collective investment trusts and registered funds use separate product/channel terms. | Quantitative investment manager offering institutional private funds, separately managed accounts and collective investment trusts, plus registered mutual funds for individual investors; strategy and legal structure vary by product. | Not documented |
| AQR Managed Futures Strategy Fund | Open | Class I (AQMIX): $5 million for individual investors; AQR currently lists no minimum for institutional investors or accounts offered by financial advisers. Other share classes and intermediary requirements can differ. | Registered open-end mutual fund advised by AQR Capital Management, LLC that takes long and short positions in liquid futures and other instruments across global equities, fixed income, currencies and commodities using systematic trend signals. | Not documented |
| Ark7 | Open | Current 2026 offering documents show property-series shares around $20 as a starting-share reference. Actual share price is series-specific. | Fractional private real-estate securities issued through property-specific series or entity structures under Regulation A. Investors buy interests in the relevant offering rather than direct deeded fractions of the property; eligible secondary trading is facilitated through PPEX/North Capital after applicable holding requirements. | Shares become eligible for secondary trading after a current 12-month holding period. |
| Arrived | Open | $100 across current Arrived offerings. | Regulation A private real-estate securities using property-specific series or entity structures for individual rentals plus separate fund vehicles. Investors purchase interests in the relevant series or fund rather than direct deeded ownership of a fractional house. | Individual-property shares become eligible for the secondary market after a 6-month minimum holding period. Real Estate Income Fund redemptions are eligible after six months, processed quarterly, with a 1% early-redemption cost for applicable periods from six months through three years and no stated redemption cost after three years under current terms. |
| Arrowstreet Capital | Open | No universal minimum. Arrowstreet disclosures reference strategy-specific typical thresholds—about $250 million for long-only separate accounts, $2 billion for alpha-extension/long-short separate accounts, $10 million for sponsored funds and $5 million for selected feeders—with waiver and vehicle-specific terms possible. | Institutional systematic global-equity manager using separate accounts and sponsored pooled, trust and private-fund vehicles across long-only, alpha-extension and long/short beta-neutral implementations. | Not documented |
| Aspect Capital | Open | No universal Aspect minimum. The current Aspect Diversified Fund Class A USD reference is $100,000; other programs, share classes, managed accounts or private vehicles may use different thresholds. | Systematic managed-futures/CTA program implemented through pooled funds and other managed-account or vehicle structures; the flagship Aspect Diversified Programme trades long and short futures, currency forwards and other derivatives across global markets. | Not documented |
| Aspiriant | Open | No absolute account minimum. Aspiriant says it typically provides investment management to clients with portfolios of $1.5 million or more; its standard high-net-worth schedule has a $14,000 minimum annual fee, and smaller relationships may be accepted. | Fee-only discretionary registered-investment-advisory relationship with client assets generally held through custodial accounts, plus affiliated Aspiriant Funds and optional private equity, private credit, venture capital, private real-asset and co-investment exposure. | Not documented |
| Atreides Management | Open | No public universal minimum. Atreides manages privately offered pooled investment vehicles for accredited investors and qualified purchasers; minimums, commitments and subscription terms are vehicle-specific and governed by the applicable offering documents. | Private pooled investment funds spanning hedge-fund and venture-capital/crossover strategies, with exposure to public and private technology and consumer companies; current regulatory records identify multiple separate Atreides private vehicles rather than one retail fund. | Not documented |
| BakerAvenue | Open | $1 million general investment minimum, negotiable. BakerAvenue's current disclosures also state a $9,500 annual minimum fee for relationships below $1 million. | Registered investment-advisory relationship with discretionary or non-discretionary management; portfolios can use public securities, funds, independent managers and alternative or private investments, with each private product retaining its own legal structure and terms. | Not documented |
| Ballentine Partners | Open | Ballentine's current public wealth-advisory positioning begins around $4 million in liquid/investment assets for high-net-worth families. Treat $4 million as a service-positioning reference rather than an absolute hard minimum; client agreements and minimum annual fees can differ. | SEC-registered customized wealth-advisory relationship for high-net-worth and family-office clients. Portfolios can combine public-market investments with private-market exposure and affiliated private funds, while ordinary client assets are held through third-party custodians rather than by Ballentine itself. | Not documented |
| Balyasny Asset Management | Open | No universal Balyasny minimum. Current regulatory vehicle references include roughly $5 million for several Atlas master funds and much higher portable-alpha references, while a $0 ADV entry for another master fund does not establish public retail access; actual subscription terms are vehicle-specific. | Private multi-strategy alternative-investment platform using pooled fund and master/feeder-style structures across equity long/short, fixed income and macro, commodities, multi-asset arbitrage and systematic strategies; some mandates also use portable-alpha structures. | Not documented |
| Bartlett Wealth Management | Open | Bartlett seeks a $2 million minimum relationship size for Wealth Management accounts but can accept smaller relationships at its discretion. Its $10 million Institutional Fixed Income minimum is a separate service threshold and should not be substituted for the wealth-management minimum. | SEC-registered wealth-management advisory relationship using client-specific portfolios and third-party custody, with the ability to recommend private investment funds to financially qualified clients in addition to public-market investments. | Not documented |
| Beach Point Capital Management | Open | No universal Beach Point minimum. A current private-fund regulatory reference for Beach Point SCF TPSF LP shows a $1 million vehicle minimum, but that amount is vehicle-specific and must not be presented as a managerwide subscription threshold. | Global credit-focused alternative manager using commingled funds, private funds and customized separate accounts across public credit, structured credit, asset-based finance, private credit, real estate credit, CLOs and hybrid capital solutions. | Not documented |
| Beacon Pointe Advisors | Open | Beacon Pointe generally requires a $1 million account size for private-client wealth management, but it can reduce or waive the minimum and can combine family accounts to meet it. | SEC-registered discretionary wealth-management relationship using third-party custodians and, where appropriate, independent managers, unified managed accounts, proprietary private funds and interval-fund exposure; these underlying products retain their own legal structures and terms. | Not documented |
| BlueCrest Capital Management | Open | No current outside-investor minimum applies because BlueCrest states that it does not currently offer shares or interests in BlueCrest-managed funds or accounts to outside or third-party investors. Historical external-fund minimums should not be presented as current. | Proprietary hedge-fund management structure operating BlueCrest-managed funds and accounts for internal/proprietary capital rather than a current outside-investor subscription model; BlueCrest returned external capital and closed its funds to external investors in December 2015. | Not documented |
| Brevan Howard | Open | No universal Brevan Howard minimum. Regulatory vehicle references include approximately $10 million for Alpha Strategies Master and Brevan Howard Master Fund, $5 million for BH MB Macro Master and $100,000 for a BH Digital Asset Master vehicle; these references are vehicle-specific and the underlying reporting period must remain attached. | Global alternative-investment platform using multiple private pooled/master-fund vehicles and regulated/advisory entities across global macro and BH Digital strategies; the U.S. registered adviser and the broader Brevan Howard fund-manager entity are distinct. | Not documented |
| Bridgewater Associates | Open | No universal Bridgewater minimum. Current regulatory vehicle references span from about $100,000 for one U.S. inflation-linked bond vehicle to $10 million for Pure Alpha/All Weather trading vehicles and $250 million for an Optimal Portfolio vehicle; actual eligibility and subscription terms are vehicle-specific. | Global systematic macro manager advising private investment funds and institutional accounts, with distinct strategy structures including Pure Alpha, All Weather and newer AI-driven macro research/portfolio efforts; the public website is not a retail offering portal. | Not documented |
| Brigade Capital Management | Open | No public universal minimum. Brigade offers credit strategies through commingled funds and separately managed accounts, and current regulatory disclosures show vehicle-specific minimums that vary by fund; the applicable offering or account documents control. | Institutional credit platform offering commingled funds and separately managed accounts across liquid credit, alternative credit, structured credit, private credit and CLO/CBO strategies. | Not documented |
| Brighton Jones | Open | Brighton Jones' Personal CFO relationship has a $10,000 minimum annual fee; higher minimums can apply and fees are negotiable. The $10,000 figure is a fee floor, not a universal asset-minimum requirement. | SEC-registered wealth-management relationship combining financial planning with discretionary portfolio management, generally using third-party custody, with optional private-investment exposure through Brighton Jones and Lenora Capital-related fund structures. | Not documented |
| BullionVault | Open | No minimum deposit is required. BullionVault permits deposits in any amount and its trading system uses a 0.001 kg minimum trade quantity, but it recommends avoiding overall investments below $2,000 because minimum monthly storage charges can make small balances inefficient. | Allocated physical-bullion ownership held in professional vaults under BullionVault's custody/bailment framework, with trading through BullionVault's live order board; the investor owns bullion rather than a fund share or brokerage security. | Not documented |
| Cadian Capital Management | Open | No public universal minimum. Cadian's current access is through private offerings for qualified investors using offering memoranda and subscription documents; minimum subscriptions are vehicle-specific and controlled by those documents. | Private hedge-fund manager focused on fundamental global long/short equity, using privately offered pooled vehicles and related master/feeder structures for qualified investors rather than a public self-service fund. | Not documented |
| Cadre | Accredited only | No current universal Cadre minimum for new investors. Cadre's 2026 new-investor path routes through Willow Wealth, while existing Cadre investments remain governed by their individual fund and deal documents; historical Cadre minimums should not be treated as a current platformwide threshold. | Private real-estate investment platform built around privately offered funds and placements for accredited investors; existing Cadre portfolio access continues while the current new-investor path is through Willow Wealth and its affiliated broker/adviser structure. | Not documented |
| CAIS | Open | No universal CAIS minimum. CAIS's Form CRS says most products available on the Portal have $100,000 minimum investment requirements, but actual minimums are product-specific and the applicable offering documents control. | Business-to-business alternatives marketplace and operating platform for financial advisers and wealth firms, with CAIS Capital providing broker-dealer/placement activity and CAIS Advisors providing advisory functions; underlying investments can use private funds, interval funds, other registered funds, non-traded REITs, BDCs, limited partnerships and structured notes held through product-specific custodians or intermediaries. | Not documented |
| CalTier | Open | Product-specific, not universal. Current references include $500 for CalTier Fund I, whose new investments are paused; $189 for CalTier Inc. Regulation A shares; and $5,000 for accredited-only CalTier REIT I. | Private real-estate platform with multiple separate securities and products under the CalTier brand, including Regulation A offerings and an accredited-investor REIT; CalTier Advisors LLC is an SEC-registered internet adviser, while offering brokerage can involve Dalmore Group. | Not documented |
| Campbell & Company | Open | No universal Campbell minimum. Current public program materials use strategy/presentation-specific institutional references, including approximately $25 million for a representative Campbell Managed Futures account and $50 million for the composite; actual fund, SMA and other vehicle requirements can differ. | Systematic alternative-investment manager offering strategies through onshore funds, offshore funds, separately managed accounts and F1 structures; Campbell Managed Futures, Absolute Return, Equity Market Neutral and Core Trend use different combinations of those vehicles. | Not documented |
| Canyon Partners | Open | No public universal minimum. Canyon operates multiple credit, real-estate and related alternative-investment strategies through distinct vehicles and mandates; subscription or account minimums are strategy- and vehicle-specific. | Alternative-investment platform using private pooled funds and other institutional mandates across multi-strategy credit, dislocated and distressed credit, lending, real estate, structured credit/CLOs and liquid credit; Canyon is not one public fund with one term sheet. | Not documented |
| Capital Fund Management | Open | No public universal minimum. Capital Fund Management serves institutional and wealth-management investors through multiple systematic programs and fund structures; minimum subscriptions or mandates are product-, share-class- and channel-specific. | Quantitative alternative-asset manager offering systematic multi-strategy, global-macro and trend-following programs through institutional/private vehicles and UCITS fund structures; investor terms vary by program and legal vehicle. | Not documented |
| CAPTRUST | Open | No general firmwide account-size minimum. CAPTRUST's March 2026 Form CRS says it does not require a general minimum account size, although particular services, advisers or relationships can use minimum annual fees or other negotiated requirements. | SEC-registered wealth-management relationship offered through CapFinancial Partners, LLC, with discretionary and non-discretionary management, wrap and non-wrap arrangements, third-party custody and optional private-fund or alternative-investment exposure. | Not documented |
| Capula Investment Management | Open | No public universal minimum. A $5 million minimum is documented for the Capula Global Relative Value Master vehicle, but that figure is vehicle-specific and must not be applied to every Capula fund or mandate. | Institutional alternative-investment manager using private pooled hedge-fund and related mandate structures across fixed-income relative value, macro, crisis-alpha and multi-strategy investing; the global manager and U.S. registered adviser are separate legal entities. | Not documented |
| Carry | Open | No single platformwide investment minimum is published. Carry charges annual membership fees—currently $299 for Core and $499 for Pro—while funding and minimum investment amounts depend on the account and underlying security, fund, crypto transaction or self-directed alternative opportunity. | Membership-based retirement and brokerage platform offering Solo 401(k)s, Traditional and Roth IRAs and taxable brokerage accounts; Pro adds self-directed alternative investments and direct crypto in IRAs, with account functions split among Carry, brokerage/custody partners and, for Solo 401(k) alternatives, checkbook-control banking infrastructure. | Not documented |
| Carson Wealth | Open | No universal Carson Wealth account minimum. Current disclosures show model-specific minimums ranging approximately from $5,000 to $250,000, with requirements varying by adviser, strategy and service. | SEC-registered advisory relationship through CWM, LLC using discretionary portfolio management, wrap and non-wrap programs and third-party custodians, with selected alternative investments available to eligible clients. | Not documented |
| Caspian Capital | Open | No public universal minimum. Caspian manages private pooled credit vehicles and separately managed accounts; subscription and mandate minimums are vehicle- or client-specific and governed by the applicable fund or account documents. | Institutional credit manager using private pooled investment funds and separately managed accounts across performing, stressed and distressed credit, opportunistic long-only credit and capital-solutions strategies. | Not documented |
| Catalyst/Millburn Hedge Strategy Fund | Open | $2,500 minimum initial investment across the currently listed Class I, A, C and C-1 shares; current fund materials also reference a $50 minimum subsequent investment. | Registered open-end mutual fund advised by Catalyst Capital Advisors LLC and sub-advised by Millburn Ridgefield, combining systematic long/short futures and FX strategies with a long-only equity component across multiple share classes. | Not documented |
| Caxton Associates | Open | No public universal Caxton minimum. Current 2026 Form D references for Caxton Macro (USA) LLC and Caxton Cadence (USA) LLC each show a $10 million minimum investment accepted from outside investors, but those figures remain vehicle-specific. | Private global-macro investment manager using privately offered fund vehicles and multiple portfolio-manager teams across liquid asset classes; investor access is through private subscription documentation rather than a public self-service product. | Not documented |
| Cerity Partners | Open | Cerity Partners generally requires a $2 million minimum portfolio size and a $20,000 minimum annual investment-advisory fee; both can be waived. The separate $25 million+ family-office reference is not the general wealth-management minimum. | SEC-registered wealth-management relationship offering discretionary and non-discretionary investment management with third-party custody, plus product-specific private funds, pooled vehicles and affiliated or related SPV opportunities for eligible clients. | Not documented |
| Chesapeake Capital | Open | No universal firmwide minimum. Current Chesapeake disclosures list preferred minimums of $5 million for Diversified and $10 million for Multi-Asset Trend and Pure Trend; program and negotiated account terms control. | Managed-futures/CTA structure for qualified investors: clients can open a futures account at a registered FCM they select and grant Chesapeake trading authority, while Chesapeake also operates commodity-pool structures and multiple systematic futures/forward programs. | Not documented |
| Choreo | Open | No hard $1 million minimum. Choreo requests that new investment-advisory clients have at least $1 million of investable assets but states that it does not require that amount; its ordinary annual minimum fee is $8,000 and may be waived or reduced. | SEC-registered advisory relationship combining investment management and planning with third-party custodial accounts, optional SMAs or independent managers, and access to private or alternative vehicles where appropriate. | Not documented |
| Cinctive Capital Management | Open | No public universal minimum. Cinctive is a private institutional multi-manager platform; minimum subscriptions or commitments are vehicle-specific and governed by the applicable offering documents. | Private pooled multi-manager hedge-fund structure spanning long/short equity, macro and quantitative strategies under centralized portfolio construction and risk management. | Not documented |
| Citadel | Open | No public universal minimum. Current private-fund references include $10 million minimums for several Citadel vehicles, but terms vary by vehicle; regulatory entries showing $0 for certain internal or master-fund structures do not imply public retail access. | Private multi-strategy hedge-fund platform advised by Citadel Advisors LLC, with distinct pooled vehicles and strategies across commodities, credit and convertibles, equities, fixed income and macro, and global quantitative strategies; Citadel Securities is a separate business. | Not documented |
| Climatize | Open | $10 current starting investment reference; each Regulation Crowdfunding offering can set its own terms and maximum investment constraints. | Regulation Crowdfunding funding-portal model: Climatize Earth Securities LLC intermediates issuer-specific renewable-energy securities, commonly project debt. Investors own the issuer's security rather than an interest in Climatize itself. | Not documented |
| CNote | Open | Flagship is marketed with no practical minimum and uses $1 note units; that does not apply universally to every CNote product. The accredited-only Wisdom Fund, for example, uses a separate $100,000 minimum. | Impact fixed-income platform whose Flagship product is an unsecured CNote promissory note rather than a registered pooled fund. CNote uses investor proceeds to finance community financial institutions; other CNote products, including the Wisdom Fund and Impact Cash, use distinct structures. | Not documented |
| Coatue Management | Open | No universal Coatue minimum. Current private-fund references include $5 million for Coatue Offshore Master and Coatue Long Only Offshore Master; the separate Coatue Innovative Strategies Fund (CTEK) has its own $50,000 Class S/D and $1 million Class I minimums, which are not managerwide Coatue terms. | Technology-focused investment manager using private pooled vehicles across public equities, venture, growth and tactical strategies, alongside the separate registered Coatue Innovative Strategies Fund tender-offer product; these are not one interchangeable vehicle. | Not documented |
| Coldstream Wealth Management | Open | No universal current hard asset minimum. Coldstream's current disclosure uses a $10,000 annual minimum management fee for Private Wealth and $150,000 for Family Office, both subject to waiver; a stale $2 million relationship figure should not be treated as a current hard minimum. | SEC-registered wealth-management relationship combining portfolio management and planning through third-party custodial accounts, with portfolios that can include public securities and eligible private or alternative investments. | Not documented |
| Composition Wealth | Open | $500,000 general minimum relationship size, subject to waiver or reduction under the adviser's discretion. | SEC-registered wealth-management relationship using third-party custodial accounts and customized portfolios that can include public securities plus optional private funds, hedge funds, structured notes and other alternative investments. | Not documented |
| Compound Planning | Open | No single universal minimum is supportable from current public materials. Compound's March 2026 Form CRS states a $25,000 general minimum that is flexible and negotiable, while its live FAQ states a $0 minimum; implementation minimums also include $5,000 for the Managed Foundation Portfolio and $250,000 for Custom Indexing. | Technology-enabled SEC-registered wealth-management relationship using third-party custodial accounts, public-market portfolio implementations and optional alternatives such as private credit or private REITs; portfolio structure varies by service and implementation. | Not documented |
| Concreit | Open | No current verified universal minimum. Older Concreit materials referenced a $1 minimum, but the current 2026 public source package does not clearly establish one live universal entry minimum; current app and offering terms control. | Managed private-real-estate fund experience centered on Concreit Fund I LLC, a Regulation A Tier 2 vehicle advised by Concreit Fund Management LLC; investors receive pooled real-estate exposure rather than selecting individual properties. | Not documented |
| Corient | Open | No strict universal client account minimum. Current disclosures show strategy-specific minimums ranging from $250,000 to $5 million, so the applicable strategy and client agreement determine the relevant threshold. | SEC-registered private-wealth advisory relationship using customized public-market portfolios, strategy sleeves and third-party custody, with affiliated Corient entities also managing certain private funds and separate family-office services. | Not documented |
| Corvex Management | Open | No public universal minimum. Corvex manages private pooled funds and separately managed accounts; minimum subscriptions, commitments or relationship sizes are vehicle- or mandate-specific and governed by the applicable documents. | SEC-registered alternative manager using private pooled hedge funds and separately managed accounts, with concentrated public-equity investing and active or engaged ownership in selected situations. | Not documented |
| Crabel Capital Management | Open | No universal Crabel minimum. Current IASG pages show $1 million minimum references for Multi-Product 1x, Gemini 1x and Advanced Trend 1x, while dated March 2026 sources show materially higher $10 million to $50 million-plus references for applicable programs; the program, vehicle and current agreement control. | Systematic CTA/CPO platform offering distinct futures and FX programs through structures that can include commingled investments and separately managed accounts; program, leverage level, eligibility, fee and vehicle terms differ. | Not documented |
| Creative Planning | Open | $200,000 general domestic new-client minimum for the core wealth-management relationship, subject to waiver or variation; separate service lines and international relationships can use different thresholds. | SEC-registered advisory relationship combining discretionary or non-discretionary portfolio management and planning through third-party custodians, with public securities and, for eligible clients, private equity, private credit, private real estate, infrastructure and other private funds. | Not documented |
| Cresset | Open | $0 general asset minimum. Certain relationships can be subject to a minimum annual fee equal to the lesser of $25,000 or 2.00% of managed assets; that fee floor is not a universal asset threshold. | SEC-registered wealth-management relationship that can combine discretionary or non-discretionary public-market portfolios with private funds, proprietary or affiliated investment opportunities, and family-office services; client assets are generally held with third-party custodians. | Not documented |
| Crowd Street | Accredited only | Minimums generally start around $25,000 and vary by offering. | Not documented | Long. Direct deals may remain locked until sale, refinancing, recapitalization, maturity or a sponsor-controlled exit. |
| Cult Wine Investment | Open | $35,000 current U.S. minimum managed investment. The tiered annual management fee declines from 2.75% to 2.00% at larger portfolio tiers, but those fee breakpoints are not separate investment minimums. | Managed physical-asset portfolio service through Cult Wines Inc. in the U.S. Clients directly own fine wine held in professional bonded storage while Cult Wines handles selection, acquisition, portfolio management, storage, insurance and sale facilitation; this is not a wine fund or fractional security. | Not documented |
| Curi Capital | Open | No universal current wealth-relationship asset minimum. Standard Wealth Management generally has a $10,000 annual minimum fee that can be waived for some clients; a $1 million legacy/small-institution reference and the separate Wealth Builder fee floor must not be treated as universal entry thresholds. | SEC-registered advisory relationship spanning discretionary wealth management, internally managed or third-party SMAs, Wealth Builder and other service lanes, plus selected private funds and affiliated investment products with separate economics and eligibility. | Not documented |
| D. E. Shaw Group | Open | No universal D. E. Shaw minimum. Current disclosures include $1 million minimum references for certain Composite, Oculus, and Valence portfolio vehicles, but those are vehicle-specific and must not be presented as firmwide new-investor access terms. | Private investment-management platform operating through D. E. Shaw & Co., L.P., relying advisers, and D. E. Shaw Investment Management, L.L.C., with systematic and discretionary strategies across hedge funds, private investments, active equity, and multi-asset portfolios. | Not documented |
| D1 Capital Partners | Open | No universal D1 minimum. A current D1 Capital Partners Master vehicle reference is $2 million, but that figure is vehicle-specific and does not establish a managerwide minimum for hedge-fund, private-equity, or co-investment structures. | Private pooled investment platform combining public-equity and private-company growth investing through hedge-fund, private-equity, and related co-investment or special-purpose vehicles rather than one public retail fund. | Not documented |
| Dakota Wealth Management | Open | No current general account or relationship minimum. Older $1 million and $5 million references are stale and should not be revived as current firmwide thresholds. | SEC-registered discretionary wealth-management relationship using third-party qualified custody, with portfolios that can include public securities, funds, alternatives, structured products, and proprietary or affiliated investment products depending on client circumstances. | Not documented |
| Davidson Kempner Capital Management | Open | No universal Davidson Kempner minimum. A current Davidson Kempner International Master vehicle reference is $3 million, but that is fund-specific and should not be applied to every strategy or investor relationship. | Private multi-strategy investment platform spanning corporates, opportunistic credit and equity, private credit and asset-based lending, and DK Solutions through private pooled vehicles and other institutional investment structures. | Not documented |
| Deep Track Capital | Open | No public universal minimum. Deep Track manages private pooled life-sciences vehicles and does not publish one firmwide subscription threshold; the applicable fund and offering documents control. | Private pooled life-sciences investment funds focused on biotechnology, combining public-company and pre-IPO investing rather than offering a public self-service retail fund. | Not documented |
| Deerfield Management | Open | No public universal minimum. Deerfield operates multiple healthcare investment funds and relationships with different economics and eligibility, so current fund or account documents control the applicable subscription threshold. | Healthcare-specialist private investment platform combining public and private investing across therapeutics, medical devices, diagnostics, and healthcare services through multiple pooled funds and related investment vehicles. | Not documented |
| Diameter Capital Partners | Open | No public universal minimum. Diameter manages numerous private credit, hedge-fund, securitized-asset, and related vehicles; subscription minimums and commitments are vehicle-specific and governed by the applicable offering documents. | Private credit platform using pooled funds and related institutional vehicles across hedged/dislocation strategies, direct lending, distressed and opportunistic credit, CLO/CDO management, and capital solutions. | Not documented |
| Directed IRA | Open | No stated account minimum. The Crypto IRA requires a separate account. | Directed self-directed retirement-account custody through Directed Trust Company, an Arizona-regulated trust company. Account owners direct investments in real estate, private equity, private funds, private lending, precious metals, cryptocurrency and other permitted assets; Directed IRA processes and custodies the selected assets but does not provide investment advice or due diligence. | Determined by the underlying investment rather than by the custodian. |
| Discovery Capital Management | Open | No public universal minimum. Discovery operates private global-macro vehicles, and current filings do not establish one managerwide subscription threshold; older private-fund schedules should not be treated as current universal terms. | Private global-macro hedge-fund platform focused on emerging markets, currencies, fixed income, and cross-asset macro opportunities through private pooled investment vehicles. | Not documented |
| DiversyFund | Open | Current 2026 minimums are product-specific and materially higher than DiversyFund's legacy retail REIT positioning. The highlighted accredited-only Distressed Income Fund begins at $100,000, with current tiers extending to $1 million; do not revive the old $500 retail minimum as the current platform headline. | Private real-estate platform whose current highlighted product is Distressed Income Fund, LLC, a Regulation D Rule 506(c) accredited-investor private fund focused on multifamily income/preferred-equity opportunities. Legacy Regulation A REIT vehicles remain active legal structures for existing investors but are not the current low-minimum retail proposition. | Not documented |
| DLP Capital | Accredited only | Product-specific. Current DLP fund minimums range from $100,000 to $500,000: $500,000 for the Housing and Lending Funds, $200,000 for Preferred Credit and Building Communities, and $100,000 for Living Fully. No single minimum applies to every DLP fund. | Accredited-investor private real-estate platform using multiple credit, equity, REIT or REIT-subsidiary and evergreen fund structures across senior secured lending, preferred credit, housing equity and development strategies; the legal and economic structure varies by fund. | Not documented |
| Dragoneer Investment Group | Open | No public universal minimum. Dragoneer manages many hedge-fund, private-equity, opportunities, and related vehicles, so minimum commitments or subscriptions are vehicle-specific and governed by the applicable offering documents. | Public/private growth-investment platform using private pooled hedge-fund, private-equity, opportunities, and related special-purpose vehicles to invest in technology and internet-enabled businesses across stages. | Not documented |
| DUNN Capital Management | Open | No single current universal DUNN minimum should be published. Current dated WMA references show $10 million for WMA and $25 million for WMA Institutional, both QEP-only, while older or undated databases still show about $100,000; the dated program terms control unless DUNN publishes a newer universal figure. | CTA-managed futures structure centered on the systematic long/short World Monetary and Agriculture trend-following program and related institutional variants, delivered through qualified-investor managed-futures arrangements rather than a public retail mutual fund. | Not documented |
| Durable Capital Partners | Open | No public universal minimum. Durable uses private Master Fund, Growth Fund, and related structures, and current public materials do not establish one managerwide subscription threshold for all vehicles. | Private pooled growth-investment platform combining long-oriented public-equity and private-company investing through Master Fund, Growth Fund, and related private vehicles. | Not documented |
| Dymon Asia Capital | Open | No public universal minimum. Dymon Asia offers private multi-strategy, China absolute-return bond, and private-equity vehicles to eligible institutional, accredited, or professional investors, with minimums set by the applicable vehicle documents. | Asia-focused private investment platform using a Multi-Strategy Investment Fund, China Absolute Return Bond Fund, private-equity vehicles, and related institutional structures; the Singapore manager is an active SEC exempt reporting adviser rather than an SEC-registered RIA. | Not documented |
| EcoR1 Capital | Open | No public universal minimum. EcoR1 manages private biotechnology funds, including 3(c)(1) and 3(c)(7) vehicles, and does not publish one firmwide subscription threshold; the applicable fund documents control. | Private pooled biotechnology investment funds combining public-company and venture/private investing, including 3(c)(1) and 3(c)(7) vehicles rather than a public self-service retail product. | Not documented |
| Edelman Financial Engines | Open | No universal current wealth minimum. Edelman Financial Engines uses program- and model-specific thresholds that can be raised, reduced, or waived; older $5,000 and Workplace IRA $10,000 references must not be presented as a universal current minimum. | SEC-registered advisory platform spanning workplace and online advice, discretionary managed accounts, Personal Advisor and wealth-planning relationships, direct-indexing and fixed-income SMAs, and selected private-equity, private-debt, or structured-product exposure for eligible clients, generally using third-party custody. | Not documented |
| Element Capital Management | Open | No public universal minimum. Current records include a $50 million minimum reference for Element Capital Master Fund; that named-vehicle figure must not be treated as a managerwide threshold. | SEC-registered global-macro manager operating private pooled investment vehicles within an umbrella/relying-adviser structure. Current business is predominantly principals' capital, and vehicle-level legal and subscription terms control. | Not documented |
| Elliott Investment Management | Open | No universal Elliott minimum. Current private-fund records include $5 million minimum references for Elliott International and Elliott Associates, while other vehicles show different thresholds; the named-fund figures are not managerwide. | Private alternative-investment manager using pooled fund structures across distressed and event-driven investing, equity-oriented strategies, hedge/arbitrage, private equity, private credit and commodities. Legal and economic terms vary by vehicle. | Not documented |
| Empyrean Capital Partners | Open | No public universal minimum is disclosed in the current supplied sources. Subscription thresholds and commitment requirements are vehicle- or account-specific and governed by the applicable fund or account documents. | SEC-registered event-driven multi-strategy manager using private pooled funds and, where appropriate, managed-account, co-investment and customized structures. Current filings report four pooled vehicles and no public self-service retail access. | Not documented |
| Energea | Open | $100 current Class A Regulation A minimum initial investment, based on a $1 share-price reference. The $1 share price is not the investor minimum, and other share classes or offerings can use different eligibility and terms. | Private renewable-energy infrastructure platform operated by Energea Global LLC, using Regulation A Tier 2 and potentially Regulation D offering structures. Investors buy equity shares in holding companies that own solar-project portfolios rather than direct title to a solar panel or project. | Not documented |
| EnergyFunders | Open | Product-specific. Current references include $50,000 for America First Energy Fund I and $5,000 for Bitcoin Discovery Fund I; older lower minimums must not be generalized across the current platform. | Accredited-investor private-energy platform offering Regulation D fund interests across oil and gas projects, working interests and bitcoin-mining infrastructure. EnergyFunders operates the platform, while unaffiliated Finalis Securities LLC provides the broker-dealer role for current securities offerings. | Not documented |
| EP Wealth Advisors | Open | $500,000 general relationship minimum, waivable. This is distinct from service-specific fee floors, tax-service thresholds and minimums imposed by private funds or outside managers. | SEC-registered advisory relationship offering discretionary and non-discretionary portfolio management with third-party custody. Portfolios can include public securities, liquid alternatives, illiquid alternatives, private funds and hedge funds for eligible clients. | Not documented |
| Equity Trust | Open | Not established in the current canonical source registry. | Directed self-directed retirement-account custody and recordkeeping. The account can hold real estate, private equity, private lending, cryptocurrency, precious metals, private funds and other permitted assets; optional checkbook-control structures can use a retirement-account-owned LLC. Equity Trust does not select or recommend the underlying investment. | Determined by the underlying investment, not by the custodian. Private real estate, private funds and notes can be held for multi-year periods. |
| Equitybee | Accredited only | Single-offer minimum $10,000. The Venture Portfolio Fund lists a $100,000 minimum commitment, and the Reserved Fund is positioned for substantially larger customized deployment. | Single-company opportunities generally use a private-placement/private financing contract tied to an employee's option exercise rather than a direct transfer of startup shares to the investor. Equitybee also offers separate venture-fund products; ownership and economics therefore depend on the specific offering. | Long and uncertain. Company-reported data lists an average of 29.4 months to liquidity for realized investments; outcomes remain offer-specific. |
| EquityMultiple | Accredited only | Lowest current starting point $5,000 (e.g. Alpine Note; current Ascent Income Fund first-time investor minimum); typical offering minimums $10,000–$30,000 with $5,000 increments; offering-specific. | Accredited-investor private commercial-real-estate platform offering direct transactions and funds across common equity, preferred equity and debt. Direct investments can be made through an EquityMultiple-managed LLC, a project-payment-dependent note or a sponsor-controlled SPV, while fund structures vary by fund; investors generally hold an interest in the investment vehicle rather than direct deeded ownership of the underlying property. | Until an offering-level exit; assume multi-year |
| EquityZen | Accredited only | Standard single-company minimum $10,000, with selected eligible opportunities as low as $5,000. Multi-company funds start at $50,000 with limited lower slots at $20,000. Direct Share Acquisitions require materially higher minimums. | Private-company secondary marketplace offering multiple transaction structures, including direct share acquisitions and pooled or fund-style interests depending on the deal. Investors therefore should not be described as directly owning issuer shares in every EquityZen investment; the applicable transaction and vehicle documents determine the ownership form. | Long. Private-company positions can require multi-year holds; multi-company funds can have lives of roughly five to seven years. |
| Evoke Advisors | Open | No firmwide minimum asset requirement and no firmwide minimum fee in current regulatory disclosures. Team-level or product-level thresholds, including private-fund minimums, must not be converted into a universal Evoke minimum. | SEC-registered wealth-management relationship supporting discretionary and non-discretionary accounts, public and non-marketable investments, and affiliated or third-party private funds. Affiliated private vehicles can add separate fees, performance compensation and conflicts. | Not documented |
| ExodusPoint Capital Management | Open | No public universal minimum. Current records include generally $5 million minimum references for core private funds; those values are vehicle-specific and must not be presented as a managerwide subscription threshold. | Private multi-manager, multi-strategy hedge-fund platform spanning rates, credit, fundamental equity, statistical/systematic strategies and quantitative/event arbitrage through pooled investment vehicles and related structures. | Not documented |
| Facet | Open | No universal Facet account minimum is published. Facet uses fixed-dollar membership pricing; the roughly $200,000 taxable-asset reference for certain direct-indexing use cases is not a universal relationship minimum. | SEC-registered advisory relationship with discretionary investment management in externally custodied accounts. Direct indexing can use a separate sub-advisory/service layer, and selected alternative-income strategies for eligible clients can use separate fund structures. | Not documented |
| Farallon Capital Management | Open | No universal Farallon minimum. Current records include a $5 million minimum reference for FCOI II Holdings while other vehicles report different values; the named-vehicle figure is not a firmwide access threshold. | Private alternative-investment manager using pooled vehicles across credit, long/short equity, merger and risk arbitrage, real estate and strategic-capital strategies. Individual fund structures and terms vary by strategy and investor channel. | Not documented |
| FarmTogether | Accredited only | Crowdfunded farmland $15,000, Sustainable Farmland Fund $50,000, tenancy in common $500,000, bespoke whole-farm $3,000,000 and separately managed accounts $20,000,000. | Private farmland investment platform offering multiple ownership structures, including crowdfunded private offerings, pooled farmland funds and tenancy-in-common opportunities. The legal interest varies by product, so an investor should not be described as receiving the same direct deeded farm ownership across every FarmTogether investment. | Long. Crowdfunded offerings target 8-12 years; the Sustainable Farmland Fund has a 2-year initial lockup; TIC and bespoke ownership can take substantial time to sell. |
| Farther | Open | No current firmwide hard account minimum is published. Historical minimum references must not be reused as a universal current rule; program and investment-specific requirements can still apply. | Technology-enabled SEC-registered advisory relationship combining human advisers with externally custodied accounts, affiliated investment-management resources and third-party or affiliated alternative-investment options where appropriate. | Not documented |
| First National Realty Partners | Accredited only | Offering-specific. Current ROIStreet research documents roughly $25,000-$100,000+ per deal depending on the offering; no single deal minimum should be presented as universal across FNRP. | Private commercial-real-estate syndications typically use property-owning investment entities. The investor owns an interest in the investment entity rather than a deeded slice of the shopping center; offering PPM and subscription documents control the exact legal structure. | Not documented |
| First Trust Managed Futures Strategy Fund | Open | No fund-imposed retail investment minimum is published. FMF is an exchange-traded fund, so investors generally buy shares through a brokerage subject to share price, broker and order-size requirements. | Actively managed exchange-traded fund, ticker FMF, advised by First Trust Advisors L.P. The fund takes long and short exchange-listed futures exposure across equities, commodities, currencies and rates and uses the FT Cayman Subsidiary for a portion of futures exposure. | Not documented |
| Forge Global | Accredited only | Standard direct-secondary minimum $100,000; single-company Forge fund offerings can accept indications of interest starting around $5,000 on limited, offering-specific opportunities. | Private-company marketplace using broker-dealer/private-market infrastructure for secondary transactions and related private-market investment structures. Depending on the transaction, investors can obtain direct private shares or an interest through a separate investment vehicle; those ownership routes should not be collapsed into one generic structure. | Long. Private-company shares are illiquid and exits depend on a secondary buyer, tender, acquisition or IPO. |
| FranShares | Open | Offering-specific. FranShares publishes a low-end investment reference of $500, but no universal minimum applies across every private franchise opportunity. | Private franchise-investment platform using offering-specific private securities in entities that can acquire franchises, own franchise-operating businesses or receive franchise cash flow. The investor holds a passive security interest and is not automatically the franchisee or direct operator of the underlying business. | Not documented |
| Freestone Capital Management | Open | No hard account minimum. Freestone generally targets about $1 million relationships and about $2 million for Schwab-referred clients; those are fit references, not hard minimums. New-client annual management fee floors can apply separately. | SEC-registered wealth-management relationship using externally custodied accounts plus proprietary or affiliated Freestone private funds and other alternatives. Private funds can add separate service fees, fund expenses and performance compensation. | Not documented |
| FundersClub | Accredited only | Fund minimums start around $3,000 per fund in current supplied materials, but the $3,000 figure is a starting reference rather than a universal minimum; individual venture funds can require more. | Accredited-investor venture access through private fund vehicles, including single-company and multi-company funds. Investors own interests in the fund vehicle rather than necessarily owning the underlying startup shares directly. | Not documented |
| Fundrise | Open | $10 minimum initial investment on the taxable platform; $1,000 minimum for an IRA | Private alternative-investment platform in which investors acquire shares of one or more Fundrise-managed funds rather than direct deeded ownership of the underlying real estate. The funds can hold diversified private real-estate assets and other permitted alternative investments, with the applicable fund wrapper and offering documents defining investor rights. | Multi-year; private real-estate and private-credit funds are designed for long holding periods |
| Garda Capital Partners | Open | No current public universal minimum. A historical $10 million vehicle minimum appears in older private-fund data, but it is not established as Garda's current managerwide threshold and must remain historical/vehicle-specific. | Institutional private-fund manager focused on one fixed-income relative-value strategy, implemented through pooled vehicles and an umbrella/relying-adviser structure. The strategy uses long/short sovereign rates, bonds, futures, swaps and related instruments. | Not documented |
| Glenview Capital Management | Open | No public universal Glenview minimum. A current Glenview Capital Master Fund reference is $1 million, but that figure is vehicle-specific and must not be applied across all Glenview funds or accounts. | SEC-registered private-fund adviser operating pooled investment vehicles through an umbrella/relying-adviser structure, with fundamental long/short equity, opportunistic and healthcare-focused strategies. Investor rights and economics are governed by the applicable fund documents. | Not documented |
| GoldenTree Asset Management | Open | No universal GoldenTree minimum. Current records show $1 million minimum references for GoldenTree Master Fund Ltd. and GoldenTree Tactical Opportunities Master Fund I LP; those figures are vehicle-specific. | Employee-owned global credit manager using private pooled funds, managed accounts and other strategy-specific vehicles across high yield, leveraged loans, private credit, distressed, structured credit, emerging markets, real estate and CLOs. | Not documented |
| Goldmoney | Open | No current minimum metal order amount. Goldmoney states customers can buy or sell as much or as little metal as they want, subject to quoted-price availability; the $10 monthly minimum storage charge is a fee, not an investment minimum. | Allocated physical-bullion ownership held through professional vault custody. Clients retain legal title to metal, either as an undivided interest in allocated bars or, when registered, as specifically identified bars; this is not an ETF, mining stock or unallocated dealer claim. | Not documented |
| Graham Capital Management | Open | No public universal Graham minimum. Current public materials cover multiple private-fund, managed-account and UCITS access routes with different eligibility and economics, so one program's minimum must not be generalized firmwide. | SEC-registered investment adviser, CTA and CPO offering systematic and discretionary macro strategies through private investment vehicles, customized managed accounts and UCITS structures. Access and legal terms vary by route. | Not documented |
| Greenlight Capital | Open | No current public universal Greenlight minimum. Access is private and authorization/subscription-document based; Form D offering amounts and historical fund references do not establish one managerwide current subscription threshold. | Private pooled hedge-fund structure managed through current adviser DME Capital Management, LP d/b/a Greenlight Capital, using a research-intensive fundamental value-oriented long/short strategy. | Not documented |
| Gridline | Accredited only | No reliable universal 2026 Gridline minimum. Current materials make investment amounts product-specific; older $50,000 or other historical references must not be revived as a platformwide minimum. | Advisor/home-office-oriented private-markets platform through which investors generally subscribe for interests in private funds under the applicable subscription agreement, LPA and PPM; investors do not directly own the funds' underlying portfolio companies. | Not documented |
| Groundfloor | Open | $10 for individual Loans; $100-$1,000 for principal open-to-all Note terms. The accredited-only Preferred Note currently shows a $10,000 minimum. | Private real-estate credit platform with two distinct core structures. Groundfloor Notes are fixed-term Groundfloor-issued notes backed economically by diversified pools of short-term residential real-estate loans; individual project investments generally use Limited Recourse Obligations tied to repayment of a specified underlying loan. Neither structure makes the investor the direct mortgage lender or property owner. | Notes are generally designed to be held to maturity, with current terms as short as one month and a 12-month Signature Note. Individual project loans can take longer than expected if construction is delayed or a borrower defaults. |
| Halbert Hargrove | Open | No current firmwide hard account minimum and no current standard minimum annual fee are established in the 2026 brochure. Do not infer a minimum from the first $5 million fee tier or reuse the stale $7,500 minimum-fee reference. | SEC-registered wealth-management relationship combining human advice and discretionary portfolio management with third-party custody; eligible clients can also use private funds, interval funds, structured products and a technology-enabled digital service channel. | Not documented |
| HappyNest | Open | No current universal individual-investor minimum is verified from the current public onboarding flow. HappyNest's 2026 filings continue to describe the Regulation A offering, but the current public site does not clearly verify a new-subscriber path; the $300,000 filing reference is a company-level offering threshold, not an individual minimum. | HappyNest REIT, Inc. is a non-traded Regulation A real-estate security, externally managed by HappyNest Advisors, LLC and sponsored by HappyNest Holdings, LLC. Investors own REIT shares rather than direct interests in individual properties. | Not documented |
| Harvest Returns | Open | No universal Harvest Returns minimum. Current opportunities can start as low as $5,000, while Harvest Returns Private Credit Fund II has a $25,000 minimum; each offering's documents control. | Private agriculture-investing platform offering deal-specific private placements and pooled funds across farmland, ranchland, timberland, agribusiness, ag-tech and agricultural private credit. Legal ownership and economics are offering-specific. | Not documented |
| HB Wealth | Open | No universal hard asset minimum. HB Wealth's public service ladder begins around $1 million of investable assets, while the current minimum annual fee is generally $12,500 and can be negotiated below; the fee floor is not an account-balance minimum. | SEC-registered fee-only wealth-management relationship combining investment management and planning with third-party custody, private-market access and affiliated investment vehicles for eligible clients. | Not documented |
| Highbridge Capital Management | Open | No public universal Highbridge minimum. A $0 minimum field appearing in a Tactical Credit Form D record is a vehicle filing field and does not establish free or public managerwide access. | Private alternative manager within J.P. Morgan Asset Management using hedge funds, drawdown vehicles and co-investments across credit, volatility, relative-value and opportunistic strategies for sophisticated investors. | Not documented |
| Hightower Advisors | Open | No general firmwide Hightower account minimum or minimum annual fee. Individual Advisor Practices, managers, strategies and private placements can impose their own thresholds. | SEC-registered national advisory platform organized around individual Advisor Practices, with discretionary and non-discretionary accounts, affiliated and third-party managers, Hightower One, direct indexing, family-office services and private-market investments. | Not documented |
| Hiive | Accredited only | Standard minimum transaction $25,000 per the June 1, 2026 U.S. Form CRS. Certain private funds can impose higher minimums; there is no single universal minimum. | Broker-dealer-operated private-company marketplace supporting more than one ownership route, including direct private-company share transactions and Hiive fund/SPV structures that hold private shares. A Hiive investment therefore can represent direct issuer stock or an interest in a separate vehicle depending on the transaction. | Long and uncertain. Private securities are restricted and illiquid, and exit depends on a counterparty or an issuer liquidity event. |
| HMI Capital Management | Open | No current public universal HMI minimum. Private-offering evidence confirms 3(c)(7) pooled-fund structures but does not establish one current managerwide subscription threshold. | SEC-registered private-fund manager operating a concentrated, long-term single strategy through private pooled investment vehicles, investing across the capital structure in selected software/technology, financial-services and consumer/business-services companies. | Not documented |
| Holocene Advisors | Open | No current universal Holocene minimum. An older 2024 vehicle schedule showed $1 million references, but that historical figure is not established as a current managerwide threshold. | SEC-registered private-fund adviser offering a sector-diversified long/short equity strategy and a concentrated long-only equity strategy through pooled investment vehicles, using fundamental research, data science and factor-risk tools. | Not documented |
| Honeycomb Credit | Open | $100 current platform starting minimum, subject to offering-specific terms. | Regulation Crowdfunding investments offered through Honeycomb Portal LLC, a registered funding portal rather than a broker-dealer. Current offerings are heavily debt-oriented and can include promissory notes, revenue-share notes or other issuer-specific Reg CF securities. | Not documented |
| Hudson Bay Capital Management | Open | No current public universal Hudson Bay minimum. The manager's public and regulatory materials establish private pooled-fund access but do not publish one managerwide subscription threshold. | SEC-registered global multi-strategy alternative manager using private pooled investment vehicles across credit, convertibles, event/merger, equities and volatility, including public and private-market exposures. | Not documented |
| IASG | Open | No universal IASG platform minimum. IASG lists hundreds of CTA and alternative programs with program-specific minimums, fees, eligibility, markets and leverage; the selected manager/program controls. | Managed-futures research, advisory and independent introducing-broker platform. Investors select CTA programs and open carrying accounts with an FCM; IASG does not hold customer futures money and the CTA does not hold SMA customer cash. | Not documented |
| iCapital | Open | No universal iCapital investor minimum. Private-equity access funds, direct private funds, hedge funds, structured investments and registered products can use different thresholds and eligibility rules. | Wealth-manager-centered private-markets distribution and operating platform. Investors can hold access-fund interests or other product-specific securities; iCapital Markets LLC is the broker-dealer, while iCapital Advisors, LLC separately sponsors or manages certain access funds. | Not documented |
| iMGP DBi Managed Futures Strategy ETF | Open | No fund-imposed investment minimum is published for DBMF. As an exchange-traded ETF, investors generally buy shares through a brokerage, subject to the share price and any broker-specific fractional-share or order-size rules. | Actively managed registered ETF, ticker DBMF, advised by iM Global Partner and subadvised by Dynamic Beta investments. It uses the Dynamic Beta Engine to seek replication of leading managed-futures/CTA strategy performance through liquid futures and forwards rather than investing directly in those hedge funds. | Not documented |
| Inspira Financial | Open | No universal investment minimum is established for Inspira's self-directed IRA custody. Fee tiers and the Starter Account's below-$20,000 pricing reference are not investment minimums; the underlying alternative asset or sponsor can impose its own threshold. | Directed self-directed retirement-account custody and administration. The IRA owns the selected alternative investment, while Inspira performs custodial, recordkeeping and transaction-processing functions at the account holder's direction rather than selecting or recommending investments. | Not documented |
| IRA Financial | Open | No stated account minimum. The Crypto IRA currently shows a $0 minimum balance and a $10 minimum trade. | Self-directed retirement-account platform and custody structure supporting standard self-directed IRAs, checkbook-control IRA LLC arrangements, Solo 401(k)s and other retirement accounts. The account owner selects the investment; checkbook structures can give the IRA-owned LLC's manager transaction authority, while retirement-account ownership and prohibited-transaction rules remain in force. IRA Financial does not provide investment recommendations. | Determined by the underlying investment rather than by the custodian. |
| iTrustCapital | Open | $1,000 initial IRA minimum, with a $500 minimum for additional inflows. These are platform/account funding references; individual crypto or precious-metals transactions can have separate execution requirements. | Self-directed IRA transaction platform using Fortis Bank as the qualified custodian. The retirement account owns supported cryptocurrency and precious-metals assets; iTrustCapital provides software and transaction access and is not itself a cryptocurrency exchange, broker-dealer or investment adviser. | Not documented |
| JANA Partners | Open | No current public universal JANA minimum is established. Private-fund subscription thresholds are vehicle-specific and should not be inferred from regulatory AUM, Form D amounts or historical fund references. | SEC-registered private-fund adviser using pooled investment vehicles for concentrated, research-driven equity investing and shareholder engagement/activism. Investor ownership, fees and rights are defined by the applicable private-fund documents. | Not documented |
| Johnson Investment Counsel | Open | No universal hard wealth-management minimum. Johnson's current materials permit relationships below $1 million at its discretion; the $2 million breakpoint in the new-client fee schedule is a pricing tier, not an account minimum. | SEC-registered wealth-management relationship providing discretionary portfolio management and financial planning, with affiliated mutual funds, third-party custody and the ability to advise eligible clients on private-fund or alternative-investment opportunities. | Not documented |
| Kepos Capital | Open | No universal Kepos minimum. Historical vehicle records include materially different minimum references, including $5 million and $100,000, demonstrating that terms are vehicle-specific rather than managerwide. | SEC-registered private alternative manager using pooled funds and institutional structures across systematic macro, carbon trading and equity-event strategies, with substantial derivatives and non-13F exposures. | Not documented |
| King Street Capital Management | Open | No universal King Street minimum. A $10 million minimum reference for King Street Capital Master Fund is vehicle-specific and must not be presented as the managerwide threshold. | Private alternative-investment manager using pooled funds and institutional structures across multi-strategy credit, distressed and event-driven investing, real estate, tactical/opportunistic credit, global drawdown strategies and CLOs. | Not documented |
| KraneShares Mount Lucas Managed Futures Index Strategy ETF | Open | No fund-imposed investment minimum is published for KMLM. As an exchange-traded ETF, access is generally through a brokerage and depends on the share price plus any broker-specific fractional-share or order-size rules. | Registered exchange-traded fund, ticker KMLM, advised by Krane Funds Advisors and subadvised by Mount Lucas Index Advisers. It tracks the rules-based KFA MLM Index across 22 commodity, currency and global-bond futures contracts and can use a Cayman subsidiary for commodity exposure. | Not documented |
| Laurion Capital Management | Open | No current public universal Laurion minimum is disclosed. Regulatory AUM, private-fund gross assets and Form 13F values do not establish an investor subscription threshold; governing vehicle documents control. | SEC-registered private hedge-fund manager using pooled investment vehicles for multidisciplinary multi-strategy, relative-value and macro trading across equities, fixed income, commodities, foreign exchange and derivatives. | Not documented |
| LexShares | Open | No verified universal current investor minimum. Older LexShares references can cite $2,500, but current public investor materials do not establish that amount as a universal 2026 threshold; offering-specific subscription documents control. | Accredited-investor litigation-finance marketplace using single-purpose private vehicles, generally an LLC or similar pooled fund organized around one legal opportunity. Investors own interests in the vehicle rather than the plaintiff's legal claim and do not control the litigation; WealthForge Securities, LLC provides the broker-dealer role. | Not documented |
| Lido Advisors | Open | $1 million general account minimum, waivable at Lido's discretion. The $10,000 minimum annual advisory-fee reference is a separate economic threshold and should not be converted into an asset minimum. | SEC-registered private-wealth advisory relationship using third-party custody and public-market portfolios, with access for eligible clients to private funds, alternative investments and outside managers that retain their own legal structures and fees. | Not documented |
| Light Street Capital Management | Open | No current public universal Light Street minimum. Historical fund databases contain materially different vehicle references and are not a reliable basis for one current firmwide subscription threshold. | SEC-registered technology-focused private investment manager using pooled vehicles across public-market hedge-fund investing and private investments, including both open-ended and closed-end fund structures. | Not documented |
| Linqto | Accredited only | No current actionable minimum because platform transactions are paused. Linqto's marketing pages still display a $1,000 initial minimum reference, while its posted October 2023 Form CRS states a typical SPV minimum of $10,000 that can vary or be waived. | Historically, Linqto generally used series/SPV structures that gave investors an indirect economic interest in private-company shares rather than direct ownership of the underlying issuer stock. The platform is now in Chapter 11 and new transactions are paused, so the historical vehicle structure must not be presented as a currently executable investment path. | Long and uncertain, now also subject to the Chapter 11 process. |
| LNW | Open | $3 million general account minimum, subject to LNW's discretion and therefore waivable. Treat the amount as the firm's general relationship threshold rather than an absolute statement that no smaller relationship can be accepted. | SEC-registered wealth-management relationship using discretionary or non-discretionary accounts, third-party custody and public-market investments alongside hedge funds, private debt, real assets, private equity, venture capital, growth, buyout and secondary investments for eligible clients. | Not documented |
| LoCorr Market Trend Fund | Open | Class A (LOTAX) and Class C (LOTCX): $2,500 initial minimum; Class I (LOTIX): $100,000. The subsequent minimum is $500 across classes and minimums can be waived; $100,000 is not a fundwide minimum. | Registered open-end mutual fund advised by LoCorr Fund Management, with Graham Capital Management as futures subadviser and Nuveen Asset Management as fixed-income subadviser. The strategy combines systematic long/short global futures with a fixed-income sleeve and can use a Cayman subsidiary. | Not documented |
| Lofty | Open | $50 current platform starting reference. Property-share prices vary by listing, so $50 should be treated as a current entry reference rather than a fixed universal account-funding requirement. | Property-specific fractional real-estate ownership through separate LLCs with blockchain-based ownership records. Investors hold membership interests in the LLC that owns the selected property rather than receiving a deeded personal fraction of the real estate. | Not documented |
| Lone Pine Capital | Open | No universal Lone Pine minimum. A $1 million minimum reference for Lone Cascade is vehicle-specific and must not be applied to every Lone Pine fund or strategy. | SEC-registered private investment manager using pooled vehicles across long-only equity, long/short equity and non-control private-investment strategies. Legal, fee and subscription terms vary by vehicle. | Not documented |
| Lynx Asset Management | Open | No universal Lynx minimum. The Swedish Lynx Fund publishes a SEK 500,000 initial minimum, while IASG publishes a $250,000 program reference for another route; both must remain attached to their respective access channels. | Systematic managed-futures manager and Swedish AIFM/CTA centered on the Lynx Program, with access through the Swedish fund and other eligible managed-futures/program structures. Terms differ by vehicle and investor channel. | Not documented |
| Madison Trust Company | Open | No universal underlying investment minimum. Madison requires a $500 minimum cash balance in the account for fees and expenses; that cash reserve is not an investment minimum, and each alternative asset can impose its own threshold. | South Dakota-chartered directed self-directed IRA custodian supporting real estate, private placements, private equity, private lending, promissory notes, precious metals and crypto-related structures. Checkbook IRA LLC/trust and CryptoFlex arrangements change transaction mechanics but Madison remains the custodian. | Not documented |
| Magnetar Capital | Open | No public universal Magnetar minimum. Current private-fund records contain materially different vehicle-level minimum fields, including zero/internal values and six- or seven-figure references; those values must remain attached to the applicable vehicle. | Private alternative-investment platform centered on Magnetar Financial LLC and related/relying advisers, using pooled private funds and other structures across quantitative investing, alternative credit and fixed income, ventures and related strategies. Legal and subscription terms vary by vehicle. | Not documented |
| MAI Capital Management | Open | $500,000 suggested investment-management minimum, not an absolute requirement. MAI's current Form CRS also gives a broader $250,000-$500,000 suggested range; smaller accounts can be accepted for wealth-management clients, and separate service/profile references must not be treated as hard account minimums. | SEC-registered wealth-management relationship offering negotiated portfolio management and planning, with public-market investments, proprietary or third-party private funds and other alternatives for eligible clients. Client assets are generally held through third-party custodians; Carlyle-affiliated funds became MAI's majority owner in June 2026. | Not documented |
| Man Group | Open | No universal Man Group private-fund minimum. Man Group operates many strategies, public products and private vehicles through multiple investment managers and legal entities; the applicable product documents and distribution channel determine minimums. | Global active investment-management group spanning public and private markets, long-only and alternatives, with systematic, discretionary and solutions businesses operated through multiple managers and advisers such as Man AHL, Man Numeric and GLG. It is not one hedge fund or one U.S. adviser. | Not documented |
| Marshall Wace | Open | No public universal Marshall Wace minimum. A current vehicle-specific reference for Marshall Wace Funds PLC - MW Eureka Fund is $115,220; that feeder-fund threshold must not be presented as a managerwide minimum. | Global alternative-investment manager using private pooled-fund structures across predominantly equity long/short strategies that combine quantitative, systematic and fundamental approaches. Marshall Wace LLP is the global manager, while Marshall Wace North America L.P. is the separate U.S.-registered adviser; named feeder/master-fund terms remain vehicle-specific. | Not documented |
| Mason Capital Management | Open | No current public universal Mason minimum. Current materials do not publish a firmwide subscription threshold; historical or vehicle-specific minimum references should not be converted into a current managerwide term. | SEC-registered private hedge-fund manager operating a small pooled-fund complex. Current regulatory data identify five private hedge funds; the event-driven characterization is retained as a source-dated strategy reference rather than treated as a newly published 2026 product taxonomy. | Not documented |
| Masterworks | Open | $15,000 stated per-offering minimum; waivers possible and offering-specific variation exists. At a $20 offering price, $15,000 equals 750 shares. | Artwork is securitized through a separate Regulation A offering tied to the applicable painting-holding entity, and investors purchase securities/shares rather than direct fractional title to the physical painting. Masterworks' secondary-market functionality is a separate trading mechanism and does not convert the artwork itself into an exchange-traded security. | 3–10 year target hold |
| Maverick Capital | Open | No public universal Maverick minimum. The firm operates multiple public- and private-market strategies and private vehicles; any subscription threshold is vehicle-specific and governed by the applicable offering documents. | SEC-registered investment manager using pooled and related private investment structures across hedged public equities, long strategies, venture capital and other private technology investments, including distinct public- and private-market vehicles. | Not documented |
| Mercer Advisors | Open | No single firmwide asset minimum applies across every Mercer service lane. Current programs use service-specific minimum annual fees, including a $15,000 Custom Wealth minimum annual fee; that fee floor is not an asset-balance minimum and must not be applied to Guided Investing or other service levels. | Advisory relationship principally provided through SEC-registered Mercer Global Advisors Inc., combining discretionary wealth management and planning with public securities, private equity, private credit, private real estate, infrastructure and private funds for eligible clients. Mercer Advisors, Inc. is the parent and is not itself the investment-service entity. | Not documented |
| Merit Financial Advisors | Open | No universal firmwide asset minimum. Merit may impose a minimum account balance or minimum fee in the client's advisory agreement, but current disclosures do not establish one platformwide threshold. | SEC-registered advisory relationship through Merit Financial Group, LLC, using varied adviser and program arrangements that can include public-market investments, outside managers, non-traded investments and alternatives. Custody, brokerage and insurance roles can involve separate firms or affiliates. | Not documented |
| MicroVentures | Open | Deal-specific. Selected Regulation Crowdfunding opportunities can begin around $100, while accredited-investor private placements commonly reference roughly $5,000–$15,000 and some private deals can require $25,000–$50,000 or more. No single platform minimum applies. | Private-market platform spanning Regulation Crowdfunding, Regulation A, Regulation D private placements, startup SPVs, private funds and private-company secondary transactions. MicroVenture Marketplace Inc. is the broker-dealer, while MicroAngel Partners LLC is a separate affiliated adviser that can manage private funds; the investor's legal interest depends on the specific offering. | Not documented |
| Millennium Management | Open | No universal Millennium minimum. Current vehicle references include approximately $5 million for Millennium Partners, $25 million for a WMA systematic-equity master vehicle and $250 million for an institutional fund; these are vehicle-specific and do not establish one managerwide threshold. | Global multi-manager private alternative-investment platform using pooled fund and master/feeder structures across Fundamental Equity, Equity Arbitrage, Fixed Income, Commodities and Quantitative Strategies, with hundreds of specialized investment teams. | Not documented |
| Mission Wealth | Open | $1 million general minimum for traditional Wealth Management, waivable. MissionForward is a separate service with a $0 AUM minimum; its lower entry point must not be used to erase the traditional service threshold. | SEC-registered adviser-led wealth-management relationship combining human financial planning and portfolio management with third-party custody and, for eligible clients, private credit, private equity, real assets and other alternatives. MissionForward is a separate human-CFP-supported service lane rather than an algorithm-only robo. | Not documented |
| Modera Wealth Management | Open | $0 required initial or ongoing asset minimum. Wealth Management generally carries a $3,000 quarterly minimum fee, or $12,000 annualized; that fee floor is a cost threshold, not an asset-size minimum. | Fee-only SEC-registered wealth-management relationship integrating financial planning and discretionary portfolio management, generally with third-party custody and a mix of public-market investments plus private placements or other alternatives where appropriate. | Not documented |
| Moneta | Open | No formal account-size minimum. Individual investment products, private funds or managers can impose their own thresholds, but Moneta does not publish one firmwide asset minimum for the advisory relationship. | Fee-only SEC-registered wealth-management relationship offering discretionary and non-discretionary advice, with public securities and access to hedge funds, private equity, private debt/credit, private real estate and other alternatives. Schwab and Fidelity are principal custody references, and affiliated manager Argent Capital can create a separate fee/conflict layer. | Not documented |
| Moonfare | Open | No universal Moonfare minimum. Current U.S. references include roughly $75,000 for many direct private-equity fund opportunities and $25,000 for the Secondary Strategy, while individual vehicles can use different thresholds such as $125,000; offering documents control. | Private-markets platform that commonly provides access to institutional private-equity funds through feeder or other investment vehicles, alongside portfolio products, co-investments and secondary strategies. Moonfare Securities USA LLC is the U.S. broker-dealer for applicable distribution activity. | Not documented |
| Moore Capital Management | Open | No current public universal Moore Capital minimum. Current filings show a large private-fund complex with vehicle-specific terms, while zero, low or historical minimum fields must not be treated as a managerwide public subscription threshold. | SEC-registered global private investment manager operating through an umbrella/relying-adviser structure and a large complex of private pooled funds. The current public site does not present one simple retail product menu or single legal vehicle. | Not documented |
| Netcapital | Open | Offering-specific. Netcapital publishes minimums as low as $99, and a current offering can use a different amount; $99 must not be applied as a universal minimum to every issuer. | Private-company investment platform with separate regulated routes: NetCapital Funding Portal Inc. handles Regulation Crowdfunding, while Netcapital Securities Inc. handles Regulation A and Regulation D 506(c) offerings. Investors purchase the securities of the applicable private issuer or offering structure rather than an interest in one universal Netcapital fund. | Not documented |
| New Direction Trust Company | Open | No universal underlying investment minimum. New Direction Trust Company is a directed SDIRA custodian; each private asset, precious-metals transaction or connected brokerage investment can have its own minimum or funding requirement. | Kansas-chartered limited-purpose non-fiduciary trust company serving as custodian for self-directed retirement accounts, with New Direction IRA, Inc. acting as administrator. It supports private assets, precious metals, real estate, private lending/equity and Checkbook IRA structures, while new public-securities trading routes through a connected SogoTrade account. | Not documented |
| NewEdge Wealth | Open | No published firmwide account-value minimum. Individual advisory agreements, outside managers and private funds can impose relationship- or product-specific minimum balances or minimum fees. | SEC-registered high-net-worth wealth-management relationship using wrap and non-wrap arrangements, third-party and proprietary managers, public securities, structured strategies and selected private funds, direct investments or co-investments. Affiliated broker-dealer NewEdge Securities, LLC remains a separate legal entity. | Not documented |
| Nut Tree Capital Management | Open | No current public universal Nut Tree minimum. Current regulatory materials establish private pooled-fund access but do not publish one managerwide subscription threshold; private-fund offering documents control. | SEC-registered private investment manager using pooled hedge-fund vehicles for a fundamentals-based, long-biased strategy focused on stressed and distressed corporate debt, lower-LTV high-yield debt, special situations and deep-value equities. | Not documented |
| OneGold | Open | No universal metal-purchase minimum. OneGold separately references a $100 bank-wire purchase minimum and a $100 minimum funding deposit, while some direct purchase methods can permit smaller transactions; the $100 figure must not be presented as a universal minimum position size. | Digital precious-metals account representing legal ownership interests in actual vaulted physical gold, silver or platinum. Allocation mechanics can vary by product and location; OneGold is not a precious-metals ETF, mining stock, futures contract, cryptocurrency token or bank deposit. | Not documented |
| Origin Investments | Accredited only | No universal Origin minimum. Current product references include $100,000 for IncomePlus and Select Asset funds, $50,000 for QOZ Fund III, $100,000 for Strategic Credit and higher thresholds for co-investments or DSTs; the applicable product controls. | Private real-estate platform operated by Origin Investments Group, Inc. using multiple fund and Delaware Statutory Trust structures, including pooled multifamily funds, opportunity-zone funds and 1031-exchange DSTs. Origin Credit Advisers LLC is a separate SEC-registered adviser for applicable credit products. | Not documented |
| OurCrowd | Accredited only | No universal OurCrowd minimum. Startup Select commonly uses a $10,000 per-company reference; Portfolio Select requires $50,000 to open and starts allocations at $5,000 per company; fund investments retain their own fund-specific minimums. | Accredited-investor private-markets platform using deal-specific and OurCrowd-managed investment vehicles for startup equity, venture funds, venture debt, private equity and other alternatives. Investors commonly own an interest in the applicable vehicle rather than appearing directly on a startup's cap table. | Not documented |
| Palestra Capital Management | Open | No current public universal minimum. Palestra's current disclosures establish private pooled-fund access but do not publish one managerwide subscription threshold; the applicable fund offering and subscription documents control. | SEC-registered private-fund manager using pooled hedge-fund and long-fund vehicles for a fundamental, research-intensive long/short equity strategy with selective credit and derivative exposure. Current adviser data identify seven private funds and do not identify a current separately managed account program. | Not documented |
| Paloma Partners | Open | No current public universal Paloma minimum. Investor access is through private offerings and related vehicles, and Paloma does not publish one managerwide subscription threshold; the applicable fund documents control. | Private multi-strategy hedge-fund platform and manager-partnership model using separately managed accounts for portfolio allocations across systematic, credit relative-value, fundamental long/short equity and volatility/capital-structure-arbitrage strategies, supported by shared infrastructure and risk oversight. | Not documented |
| Parallel Advisors | Open | No general asset-size minimum is published for the standard relationship. Parallel instead has a $7,500 annual minimum advisory fee; that fee floor is an economic threshold, not a required account balance, and can raise the effective percentage for smaller accepted relationships. | SEC-registered wealth-management relationship combining discretionary investment management, planning, tax and trust services with public-market portfolios, independent managers and private investment funds for eligible clients. Schwab and Fidelity are custody references rather than one universal custodian. | Not documented |
| PDT Partners | Open | No current public universal PDT minimum. PDT serves private-fund investors and does not publish one managerwide subscription threshold; the applicable private-fund offering and subscription documents control. | SEC-registered quantitative private-fund manager using systematic, model-driven and automated electronic trading across global markets through private pooled investment vehicles. The strategy can use instruments, shorts and derivatives beyond those visible in Form 13F. | Not documented |
| Pentwater Capital Management | Open | No current public universal Pentwater minimum. Access is qualification-based through private offering documents, and current public materials do not establish one managerwide subscription threshold. | SEC-registered private event-driven investment manager using pooled hedge-fund structures and an umbrella/relying-adviser arrangement. The strategy is bottom-up and opportunistic across equities, credit and derivatives, with corporate events and idiosyncratic catalysts central to the process. | Not documented |
| Percent | Accredited only | Direct Investing minimum $500. Blended Notes minimum $5,000. Current public SMA materials do not establish a single universal retail minimum. | Private-credit platform with separate legal roles: self-directed private placements are brokered through Percent Securities, LLC; managed private-credit portfolios are offered through SEC-registered Percent Advisors, LLC; and affiliated fund structures can use Percent Fund Advisors. Investors generally own private debt securities or pooled-note interests rather than the underlying borrower loans directly. | Direct deals commonly run 6–24 months, and the broader platform can include deals extending to approximately 36 months. A default or workout can extend the real holding period. |
| Perceptive Advisors | Open | No current public universal Perceptive minimum. The firm operates multiple private strategies across public/private life sciences, private credit and venture capital, and current public disclosures do not establish one managerwide subscription threshold. | SEC-registered healthcare-focused private investment manager using pooled vehicles and strategy-specific structures across public and private life sciences, healthcare private credit, venture capital and related capital-solutions investing. | Not documented |
| Perigon Wealth Management | Open | No current general account or relationship minimum. Product, program, private-vehicle and third-party-manager minimums can still apply and should not be converted into a firmwide Perigon threshold. | SEC-registered wealth-management relationship offering discretionary and non-discretionary management, planning and consulting through wrap and non-wrap arrangements, with public securities, private vehicles, alternatives and digital-asset exposure where appropriate and third-party custody. | Not documented |
| Pershing Square Capital Management | Open | No universal Pershing Square private-fund minimum. Current references of approximately $5 million for Pershing Square L.P. and Pershing Square International are vehicle-specific and must not be applied to every Pershing Square strategy or to listed Pershing Square Holdings. | Concentrated fundamental public-equity investment manager operating private pooled funds alongside Pershing Square Holdings, Ltd., a separately listed closed-ended investment vehicle. Private-fund subscriptions and public-market PSH share ownership are distinct access routes with different legal and economic terms. | Not documented |
| Phoenix Energy | Open | Offering-specific. Current references are $1,000 for Phoenix Flex Junior Secured Notes, $5,000 for the registered offering and $25,000 for the accredited-only private placement; no single Phoenix Energy minimum applies across all three. | Corporate-debt investment exposure to Phoenix Energy One, LLC or an applicable financing affiliate. Investors buy notes or bonds, not mineral rights, deeded oil-field interests, royalty interests or direct working interests. The current product family includes separate Flex, registered and private-placement debt offerings with different security, term and eligibility features. | Not documented |
| PIMCO TRENDS Fund | Open | Share-class specific. Institutional, I-2 and I-3 shares generally use a $1 million initial minimum; Class A and Class C generally use a $1,000 initial minimum with a $50 subsequent minimum. Intermediary or eligibility rules can modify access, so $1 million is not a fundwide minimum. | Registered open-end mutual fund advised by PIMCO using quantitative global trend models and long/short exposure through futures, options, swaps and other derivatives across rates, currencies, credit, commodities, equities and volatility, with PIMCO retaining implementation discretion and using a Cayman commodity subsidiary where applicable. | Not documented |
| Plancorp | Open | No account-size minimum. Plancorp instead has a $12,000 minimum annual individual advisory fee; that economic floor is separate from account eligibility and can make smaller accepted relationships expensive on an effective-percentage basis. | Fee-only SEC-registered wealth-management relationship combining planning and discretionary investment management with public-market portfolios, third-party managers and private investments where appropriate, using third-party custodians such as Schwab and Fidelity. | Not documented |
| Point72 Asset Management | Open | No universal Point72 minimum. Current regulatory references of approximately $100,000 for Point72 Associates and Point72 Capital are vehicle-specific and must not be presented as a managerwide threshold. | Global private alternative-investment platform using pooled vehicles and related structures across multi-manager Fundamental Equities, Cubist systematic investing, discretionary Global Macro, private credit and venture/private investments. The public website is not a retail self-service subscription route. | Not documented |
| Public | Open | No broad platform minimum is emphasized for the standard self-directed account; product-specific minimums can apply. | Self-directed U.S. brokerage relationship through Open to the Public Investing, Inc. Eligible securities are held through the platform's broker-dealer/clearing arrangement in the customer's brokerage account; optional investment-plan or managed features are separate from ordinary self-directed brokerage and should not be treated as one pooled investment vehicle. | Market-dependent; fixed-income liquidity varies by issue. |
| Pure Financial Advisors | Open | No firmwide asset minimum is required to become a client. Pure's progressive AUM fee schedule begins at 1.60% on the first $350,000, but portfolio size, fee economics and service fit should not be converted into an eligibility minimum that the firm does not publish. | Fee-only SEC-registered wealth-management relationship centered on planning and discretionary investment management, including tax-aware portfolios, eligible held-away workplace retirement assets through Pontera and alternative investments where appropriate, with third-party custody. | Not documented |
| QMS Capital Management | Open | No universal QMS minimum. The direct IASG Diversified Global Macro Strategy reference is $5 million, while current private-fund records can show different figures, including a $0 Form D field for a U.S. fund and lower offshore references; those values are vehicle- or channel-specific. | CTA/CPO-managed systematic global-macro platform using direct managed-futures program access and private pooled fund structures. Strategies trade long and short across futures, foreign exchange and related derivatives using quantitative multi-model and multi-time-horizon processes. | Not documented |
| Qube Research & Technologies | Open | No public universal QRT minimum. A $10 million minimum reference applies to the Qube Master Fund in current regulatory materials, while other internal or related vehicles can show different figures; those values are vehicle-specific and do not establish managerwide access. | Global quantitative and systematic private-fund platform using master/feeder and related pooled vehicles across multiple strategies, asset classes, geographies and time horizons. Qube Research & Technologies Limited is an SEC exempt reporting adviser rather than an SEC-registered investment adviser. | Not documented |
| RA Capital Management | Open | No current public universal RA Capital minimum. The firm operates multiple private vehicles across company creation, venture, crossover, public markets and structured capital, so subscription thresholds are product- and vehicle-specific and governed by the applicable offering documents. | SEC-registered healthcare and life-sciences investment manager using pooled private vehicles and strategy-specific structures across company creation, venture capital, crossover investing, public equities and structured capital. The platform spans the full company lifecycle rather than one public-biotech hedge fund. | Not documented |
| Rally | Open | Current Rally marketing states shares can start around $5, but that is a reference rather than a universal fixed minimum. Current offerings can have $5, $8, $10, $20 or substantially higher per-share prices. | Fractional collectible-investing platform using Regulation A series-LLC securities. Investors generally buy membership interests in a Series associated with a specific collectible rather than direct title or possession of the underlying car, card, watch, comic, fossil or other asset. | Investors generally become eligible for secondary trading after approximately 90 days, but eligibility is not a guarantee that an active market exists. Outcomes otherwise depend on when the manager sells the underlying asset and liquidates the Series. |
| RCM Alternatives | Open | Access-route specific: the SMA Platform is generally $1 million-$5 million, Liquid Alternatives is about $25,000, and the All Weather Portfolio is about $100,000. None of those figures is a universal RCM minimum. | NFA-member independent introducing-broker and alternatives platform operated under Reliance Capital Markets II, LLC, connecting investors with CTAs, FCMs and multiple access structures including separately managed futures accounts, liquid-alternative funds and multi-manager managed portfolios. RCM does not itself custody SMA futures customer assets. | Not documented |
| Realbricks | Open | $100 current primary-market minimum, with current offerings using $10 shares. The minimum applies to the property-specific primary offering and should not be confused with transaction or property-level fees. | Property-specific Regulation A securities in an entity or series associated with an individual rental property. The investor owns an interest in the property-specific entity rather than direct deeded title to the house; Terra Mint Group operates the platform and Dalmore Group serves as broker of record for the offering structure. | Not documented |
| RealtyMogul | Open | Both RealtyMogul REITs publish $5,000 minimums, but new-investor subscriptions are currently paused. Individual private placements reference an approximate $35,000 minimum, with offering documents controlling. | Private real-estate platform spanning individual commercial-property private placements, affiliated non-traded REITs, 1031 opportunities and other equity, preferred-equity, debt and fund structures. Investor ownership and rights depend on the specific offering; the platform should not be reduced to one universal REIT or one universal private-placement wrapper. | Multi-year. Private real estate should be treated as illiquid. |
| Renaissance Technologies | Open | No public universal Renaissance minimum. Historical/current regulatory references include about $5 million for RIEF Trading and GF Trading and $25,000 for Medallion Fund LP, but those vehicles serve different investor populations and the investor portal is invitation-only. | Quantitative SEC-registered investment adviser managing pooled private investment vehicles, including institutional and employee/internal structures. Current access is private and invitation-based, with offerings made through confidential fund documents rather than a public retail signup flow. | Not documented |
| Republic | Open | Issuers set their own minimums. Current Republic education references a $10 low-end permitted setting and a typical minimum range of $25–$250. There is no universal platform minimum. | Multi-entity private-markets platform spanning Regulation Crowdfunding through OpenDeal Portal, broker-dealer-supported Regulation A/Regulation D activity through OpenDeal Broker, plus SPVs, later-stage private-company opportunities and tokenized-security infrastructure. The investor's ownership form is offering-specific and can include SAFEs, equity, fund/SPV interests or other private securities. | Startup and private securities should generally be treated as multi-year, illiquid holdings. Exits can include acquisition, IPO, issuer repurchase, tender, eligible secondary sale or a conversion/liquidity event, none guaranteed. |
| Return Stacked U.S. Stocks & Managed Futures ETF | Open | No fund-imposed subscription minimum is published for RSST. As an exchange-traded ETF, investors generally access it through a brokerage by purchasing shares, subject to the share price and any broker-specific fractional-share or order-size rules. | Actively managed registered ETF, ticker RSST, advised by Tidal Investments LLC, combining approximately 100% U.S. large-cap equity exposure with approximately 100% managed-futures exposure through derivatives and collateral. The managed-futures sleeve is implemented with Newfound/ReSolve entities and can use a Cayman subsidiary; RSST does not own a basket of CTA hedge funds. | Not documented |
| Revolution Capital Management | Open | Program-specific. The Alpha program is currently referenced at about $5 million, while Mosaic Institutional is about $25 million. Those figures must remain attached to the named programs and not be converted into one managerwide minimum. | CTA/CPO-managed systematic futures platform offering direct managed-futures programs including Alpha and Mosaic Institutional. The strategies use short- to medium-term quantitative pattern recognition across futures markets, with account, broker/FCM and fee terms determined by the selected program. | Not documented |
| Ritholtz Wealth Management | Open | No firmwide account-opening requirement is published. Public service bands such as Good Advice, Flagship, Preserve and Multi-Family Office describe client-fit ranges rather than contractual minimums and should not be collapsed into one threshold. | SEC-registered wealth-management platform using multiple service lanes, discretionary portfolio management, financial planning, public-market portfolios and selected alternative investments, with third-party brokerage/custody and separate product or referral relationships. | Not documented |
| Robertson Stephens | Open | No general numeric account minimum is published. Robertson Stephens can terminate an account that becomes too small to manage effectively, but current disclosures do not provide a numeric threshold and one should not be invented. | SEC-registered private-wealth advisory relationship offering discretionary and non-discretionary investment management, planning, third-party managers and private investments including hedge funds, private equity and venture capital, with external custody and separate affiliated brokerage/insurance roles. | Not documented |
| Rocket Dollar | Open | No account minimum is established in the current canonical source set. Cost is driven by setup and subscription pricing rather than balance. | Self-directed retirement-account infrastructure with Digital Trust as the IRA custodian and Rocket Dollar as the technology/service layer. Silver uses direct-custody SDIRA administration; Gold adds trust-based checkbook control; Platinum can add checkbook IRA trust/LLC structures and a self-directed Solo 401(k). | Long. Alternative retirement assets are generally illiquid. |
| Rokos Capital Management | Open | No public universal Rokos minimum. Current regulatory references include about $10 million for the Global Macro Master Fund and $100 million for a co-investment vehicle; both are vehicle-specific and must not be applied firmwide. | SEC-registered private global-macro manager using pooled investment vehicles and related private structures for directional and relative-value trading across global macro asset classes, with substantial derivatives and leverage exposure. | Not documented |
| Roots | Open | $100 current minimum per investment transaction, including the initial investment and subsequent transactions. | Pooled Regulation A Tier 2 residential real-estate vehicle through Roots Real Estate Investment Community I, LLC, which operates with REIT tax treatment and exposure to single-family and multifamily/workforce housing. Investors own private fund/REIT units rather than selecting or receiving direct deeded ownership of individual houses. | Not documented |
| Royalty Exchange | Open | No universal investor minimum. Royalty Exchange lists whole royalty interests and deal prices are asset-specific; an auction starting bid, historical closing price or the $500 minimum buyer fee must not be converted into a platformwide investment minimum. | Direct royalty-rights marketplace in which a buyer can acquire a contractual life-of-rights, fixed-term or other defined royalty interest from a seller. The investor is generally buying the specified royalty-income right rather than a standardized fractional security issued by Royalty Exchange, and copyright control does not automatically transfer. | Not documented |
| Rubric Capital Management | Open | No current public universal Rubric minimum. The firm manages a small private-fund complex, and current regulatory and fund data do not establish one managerwide subscription threshold; the applicable fund documents control. | SEC-registered private long/short investment manager using pooled funds for a value-oriented, fundamental strategy with a dedicated short book and selective active-ownership or engagement campaigns. | Not documented |
| RWA Wealth Partners | Open | $500,000 general private-wealth minimum, waivable. Separate private funds, outside managers or specialized services can impose different thresholds and should not be folded into the general relationship minimum. | SEC-registered wealth-management relationship through RWA Wealth Partners, LLC and its RWA Private Wealth consumer division, combining planning and discretionary investment management with public securities, outside managers and private funds/private equity for eligible clients, using third-party custody. | Not documented |
| Saba Capital Management | Open | No universal Saba minimum. Historical/private-fund references vary materially by vehicle, including approximately $5 million, $500,000 and $100,000 examples; those figures must remain vehicle-specific. | SEC-registered alternative manager using private pooled hedge-fund vehicles across Credit Relative Value, Tail Hedge and Closed-End Funds strategies, with separate registered or public investment products where applicable. Public Saba vehicles are not interchangeable with private hedge-fund interests. | Not documented |
| Sachem Head Capital Management | Open | No public universal Sachem Head minimum. Current fund records repeatedly show about $1 million for named vehicles such as Sachem Head Master LP, but repeated vehicle-level figures do not establish an immutable managerwide threshold. | SEC-registered private pooled-fund manager using master/feeder and related hedge-fund vehicles for a concentrated, value-oriented equity strategy focused primarily on North America and Europe, with engaged ownership or activist activity in selected situations. | Not documented |
| Savant Wealth Management | Open | No single universal relationship minimum. Savant publishes a $300,000 stand-alone investment-management portfolio minimum and a separate $750,000+ typical-client reference; those are different concepts and neither should be rewritten as one absolute firmwide threshold. | SEC-registered fee-only wealth-management relationship through Savant Capital, LLC, combining planning and discretionary investment management with public portfolios, outside investment solutions and selected private or alternative investments where appropriate, using third-party custody. | Not documented |
| Savvy Wealth | Open | $500,000 general account-maintenance minimum, subject to relationship-specific exceptions or adviser terms. Do not treat it as an inflexible rule for every Savvy relationship. | Technology-enabled adviser platform in which Savvy Advisors, Inc. is the SEC-registered investment adviser and Savvy Wealth Inc. provides technology and operating infrastructure. Client relationships can be discretionary or non-discretionary and can include direct indexing and selected alternatives, with assets held at third-party custodians. | Not documented |
| Schonfeld Strategic Advisors | Open | No universal Schonfeld minimum. Current vehicle references include about $3 million for several private funds and about $25 million for a Fundamental Equity vehicle; those figures remain tied to the named vehicles. | SEC-registered private multi-strategy investment platform using pooled funds across Quantitative, Fundamental Equity, Tactical Trading and Discretionary Macro & Fixed Income strategies. Triwood is a Schonfeld business unit/trade name rather than a separate legal manager. | Not documented |
| SCS Financial | Open | No current published numeric account minimum. The March 31, 2026 Form CRS states that the minimum relationship fee is mutually agreed with the client; older $30 million relationship and $225,000 annual-fee references should not be treated as the current universal default. | SEC-registered ultra-high-net-worth wealth-management and family-office relationship through SCS Capital Management LLC, combining public-market management with private equity, venture capital, private real assets, private funds and direct co-investments, using multiple third-party custodians. | Not documented |
| Sculptor Capital Management | Open | No universal Sculptor minimum. A current $10 million reference applies to Sculptor Tactical Credit Master Fund I and is a vehicle term rather than the managerwide threshold. | Global alternative-investment platform under principal registered adviser Sculptor Capital LP, using private pooled and strategy-specific vehicles across Multi-Strategy, Credit and Real Estate. Sculptor is owned by Rithm Capital, but the investment platform and adviser identity remain distinct from the parent. | Not documented |
| Sequoia Financial Group | Open | No current minimum account value for investment management. Product-, private-fund- or manager-specific minimums can still apply, so no separate offering threshold should be generalized into a firmwide minimum. | SEC-registered wealth-management relationship through Sequoia Financial Advisors, LLC, offering discretionary and non-discretionary management, public-market portfolios, an affiliated ETF and private funds, with third-party custody and separate affiliated tax services. | Not documented |
| Silver Point Capital | Open | No public universal Silver Point minimum. Historical vehicle records include $5 million references for Silver Point Offshore Master Fund and Silver Point Capital Fund as well as lower or nominal fields for other vehicles; those values are vehicle-specific and do not establish managerwide access. | SEC-registered global credit-focused alternative manager using private pooled funds and related institutional structures across direct lending, capital solutions, credit-market opportunities, special situations, liquid performing credit, real-estate lending and opportunistic real estate. | Not documented |
| Simplify Managed Futures Strategy ETF | Open | No fund-imposed subscription minimum is published for CTA. As an exchange-traded ETF, investors generally buy shares through a brokerage subject to the share price and any broker-specific fractional-share or order-size rules. | Actively managed registered ETF, ticker CTA, advised by Simplify Asset Management, Inc. After August 31, 2026 Simplify manages the systematic long/short commodity- and interest-rate-futures strategy using proprietary models; Altis Partners is no longer the current futures adviser. | Not documented |
| Small Change | Open | No universal Small Change minimum. Each real-estate offering sets its own threshold; current and recent projects can range from several hundred dollars to $1,000, $5,000 or other offering-specific amounts. The campaign page and offering documents control. | Project-by-project real-estate crowdfunding using two distinct securities lanes: Regulation Crowdfunding offerings through NSSC Funding Portal, LLC and accredited-investor Rule 506(c) offerings through NSSC Crowd, LLC. Investors generally own interests in an offering entity or real-estate-backed security rather than direct deeded ownership of the property. | Not documented |
| SMBX | Open | $10 minimum investment in a Small Business Bond, with investments generally made in $10 increments; issuer fundraising minimums are separate from the investor purchase minimum. | Regulation Crowdfunding funding portal for issuer-specific private Small Business Bonds. Investors purchase fixed-rate, fixed-term debt securities issued by individual small businesses, typically with monthly principal-and-interest payments; SMBX, Inc. is a funding portal rather than a broker-dealer. | Not documented |
| SoFi Alternative Investments | Open | Product-specific. Current 2026 references include $500 for the AngelList USVC Venture Capital Access Fund and $2,500 for the CAZ GP Stakes and CAZ Strategic Opportunities funds; no single minimum applies to every current or future SoFi alternative fund. | Self-directed alternative-fund product family inside SoFi Invest, offered through broker-dealer SoFi Securities LLC. Investors buy interests in registered/private-market fund wrappers, including current CAZ and AngelList-managed funds, rather than directly owning underlying private companies. | Not documented |
| SoFi Invest | Open | Self-directed minimum $5. Robo Investing minimum $50. Private-market fund minimums are fund-specific, including USVC $500 and CAZ funds $2,500. | Consumer investing ecosystem with legally separate product roles: SoFi Securities LLC provides self-directed brokerage, SoFi Wealth LLC provides robo-advisory services, Apex Clearing provides securities clearing/custody and SoFi Bank, N.A. provides the current cryptocurrency product. Those services share the SoFi Invest brand but do not constitute one pooled vehicle or one legal entity. | No lock-up on conventional brokerage positions. Some private funds intend to provide periodic limited repurchase opportunities, which is not daily liquidity and is not guaranteed. |
| SongVest | Open | One Royalty Share Unit. The dollar amount is series-specific; current marketing shows some SongShare units starting around $25, while other offerings can cost substantially more. No one fixed dollar minimum applies across every SongVest series. | Fractional Regulation A Tier 2 royalty securities issued through RoyaltyTraders LLC dba SongVest. Investors buy SongShare units tied to defined royalty-income streams; the security provides the economic participation stated in the offering documents and does not automatically transfer copyright control. | Not documented |
| Soroban Capital Partners | Open | No public universal Soroban minimum. Historical 2024 records include $25 million for Soroban Opportunities Master and $5 million for Long Only Equity and Decarbonization Beneficiaries master vehicles; those figures are historical and vehicle-specific. | SEC-registered private investment manager using distinct pooled fund families for Opportunities, Long Only Equity and Decarbonization Beneficiaries strategies, with concentrated equity-oriented exposures and significant options or derivatives activity. | Not documented |
| Squarepoint Capital | Open | No current public universal Squarepoint minimum. A historical November 2024 vehicle reference of $10 million is vehicle-specific and must not be presented as the current managerwide threshold. | SEC-registered global quantitative and systematic private-fund platform centered on Squarepoint Ops LLC and related/relying entities, using pooled investment vehicles across multiple asset classes, geographies and trading frequencies. | Not documented |
| SRS Investment Management | Open | No current public universal SRS minimum. Current regulatory materials establish private pooled-fund access but do not publish one managerwide subscription threshold; the applicable fund documents control. | SEC-registered private investment manager using pooled private funds, with a concentrated fundamental public-equity book plus separate private-investment and special-opportunity vehicles and selective active-ownership activity. | Not documented |
| Standpoint Multi-Asset Fund | Open | Share-class specific. Institutional shares (BLNDX) require $25,000 initially, while Investor shares (REMIX) require $2,500; both currently show $0 additional-investment minimums. Do not present either initial threshold as fundwide. | Registered open-end mutual fund advised by Standpoint Asset Management, LLC, combining long equity ETF exposure with a systematic long/short futures program across seven sectors and using a Cayman subsidiary for part of its commodity/futures exposure. | Not documented |
| Starboard Value | Open | No current public universal Starboard minimum. Current regulatory materials establish private funds and managed-account capability but do not publish one managerwide subscription threshold; the applicable vehicle or account agreement controls. | SEC-registered private investment adviser using pooled private funds and managed-account capability for concentrated, fundamental value-oriented public-equity investing with active ownership, board engagement and selected activist campaigns. | Not documented |
| StartEngine | Open | Each campaign sets its own minimum investment; there is no universal platform minimum. The current StartEngine IRA vehicle minimum is $2,000, separate from an offering's own minimum. | Private-company capital-markets platform using separate regulated affiliates: StartEngine Capital LLC acts as the Regulation Crowdfunding funding portal, while StartEngine Primary LLC is the broker-dealer and operator of the StartEngine Marketplace ATS. Offerings can use Reg CF, Regulation A or Regulation D structures, and only eligible securities receive secondary-market access. | Reg CF securities generally carry federal transfer restrictions for the first year, subject to statutory exceptions, and private securities should be treated as multi-year holdings even where Marketplace exists. |
| Steward | Open | $100 current minimum for the open Steward Regenerative Capital offering. Individual Steward loan participations or future campaigns can set different minimums, so $100 should not be treated as a permanent platformwide threshold. | Private commercial-lending platform operated by Steward Technologies LLC with Steward Lending LLC as lender of record. Investors fund loan participations or the Steward Regenerative Capital lending structure rather than buying farm equity or publicly traded securities; current terms state these lending offerings are not securities. | Not documented |
| STRATA Trust Company | Open | No universal underlying investment minimum and no required minimum cash balance under the current STRATA reference. Individual private assets, real estate, precious-metals purchases or linked brokerage investments can impose their own minimums. | Texas-chartered directed self-directed IRA custodian supporting private equity, private debt, real estate, precious metals and public-market access through external brokerage arrangements. STRATA administers and custodies at the account holder's direction and does not select or endorse investments; direct cryptocurrency custody is not currently supported. | Not documented |
| Streitwise | Open | No current minimum applies because the direct stock purchase plan is suspended. Any historical minimum belongs only in historical context. | Non-traded Regulation A office REIT structure issued by 1st stREIT Office Inc. and managed by SW Manager, LLC. Investors own shares of the private REIT rather than exchange-listed REIT shares or direct interests in individual office properties; as of the current review, direct purchases/DRIP and the stockholder redemption program are suspended. | Indefinite under current conditions. The stockholder redemption plan is suspended and there is no public exchange listing. |
| Summit Financial | Open | Program-specific. Current Form CRS states minimums can range from $0 to $1,000,000 depending on the selected advisory program; neither endpoint is a universal Summit Financial account minimum. | SEC-registered advisory relationship through Summit Financial, LLC offering financial planning, discretionary and non-discretionary investment management, wrap and non-wrap programs, third-party managers and alternatives, with third-party custodians and separate affiliated insurance/brokerage relationships. | Not documented |
| Summit Trail Advisors | Open | No current account or relationship-size minimum. Summit Trail's high-net-worth positioning is a target-client profile rather than a contractual minimum, and individual private funds or products can still impose their own thresholds. | SEC-registered high-net-worth wealth-management and outsourced family-office relationship through Summit Trail Advisors, LLC, offering discretionary and non-discretionary management, planning, public securities, options and private funds with third-party custody; affiliated broker-dealer Summit Trail Securities remains a separate entity. | Not documented |
| Sweater | Open | $500 current initial minimum and $50 subsequent minimum for the Cashmere Fund; the fund can waive or change stated minimums. | Registered closed-end interval fund legally named Cashmere Fund, formerly Sweater Cashmere Fund. The fund is advised by Sweater Industries LLC and invests primarily in private venture-backed companies and, to a lesser extent, private venture funds; investors own fund shares rather than direct startup shares. | Not documented |
| Taconic Capital Advisors | Open | No public universal Taconic minimum. Current private-fund references include about $1 million minimums for named credit/dislocation vehicles, but those thresholds are vehicle-specific and the applicable offering documents control. | SEC-registered private alternative-investment manager using pooled funds and related vehicles across opportunistic credit, public and private credit, distressed credit, merger arbitrage, catalyst-driven equities and co-investments. Taconic and Dolomite Capital Advisors are separate managers after the January 12, 2026 separation. | Not documented |
| TCI Fund Management | Open | No current public universal TCI minimum. A $5 million minimum reference for The Children's Investment Master Fund comes from a June 2024 private-fund schedule and is historical and vehicle-specific, not a current managerwide threshold. | Concentrated, fundamental global-equity manager operating private-fund structures, with long-horizon value-oriented investing, engagement or activism when appropriate and a separate real-estate lending business. In the U.S., TCI Fund Management Limited is an active exempt reporting adviser rather than an SEC-registered investment adviser. | Not documented |
| The Baupost Group | Open | No public universal Baupost minimum. Baupost states that its partnerships are generally closed to new capital, so publishing a generic subscription minimum would imply an access path that is not currently offered. | Long-term, value-oriented private investment manager using partnership and pooled-fund structures across public equities, public debt, private credit, private equity and real estate, with a flexible multi-asset mandate and selective macro hedging. | Not documented |
| The Entrust Group | Open | Not established in the current canonical source registry. | Self-directed retirement-account administration and custody using distinct legal roles: Entrust Administration, Inc. serves as administrator and The Entrust Trust Company serves as custodian under the applicable account structure. Accounts can hold real estate, private equity, private lending, private funds, precious metals, cryptocurrency-related investments and other permitted alternatives; Entrust does not select or recommend investments. | Determined by the underlying alternative asset rather than by the administrator. |
| The Mather Group | Open | $1 million general account minimum, waivable at The Mather Group's discretion. The threshold is separate from the firm's broader 0.25%-2.00% Form CRS fee range and from service-level or acquired-client pricing. | SEC-registered wealth-management relationship through The Mather Group, LLC combining investment management, financial planning, tax strategy, estate-planning coordination and family-office services, with public-market portfolios and private equity, real estate, private credit and other alternatives where appropriate. | Not documented |
| Third Point | Open | No universal Third Point minimum. Current and recent vehicle references include about $10 million for Third Point Master Fund and Ultra Master Fund, $5 million for Corporate Credit Opportunities and $500,000 for an insurance-dedicated vehicle; each remains vehicle-specific. | SEC-registered opportunistic private investment manager using pooled funds and related vehicles across event and fundamental long/short equity, activism, corporate credit, structured credit, private credit, CLO strategies and venture investing. | Not documented |
| Tiger Global Management | Open | No universal Tiger Global minimum. Current references include about $1 million for Tiger Global L.P. and $10 million for Tiger Global Crossover Master; those amounts are vehicle-specific and do not establish one firmwide threshold. | SEC-registered private investment manager spanning public-equity long/short and long-focused strategies, crossover investing and private equity from early through late stage, using distinct pooled vehicles rather than one hedge fund. | Not documented |
| Tilden Park Capital Management | Open | No current public universal Tilden Park minimum. A $5 million minimum for Tilden Park Investment Master Fund comes from a March 2024 private-fund schedule and is historical and vehicle-specific, not a current managerwide threshold. | SEC-registered private multi-strategy manager with an umbrella registration, focused on structured products and mortgages, fixed-income relative value, corporate credit and related equity strategies through private pooled vehicles and related structures. | Not documented |
| Titan | Open | $500 standard minimum for individual taxable, Traditional IRA and Roth IRA accounts. Strategy-specific minimums can be higher, including $20,000 for Direct Indexing, so $500 is not universal across every Titan product. | SEC-registered discretionary wealth-management relationship through Titan Global Capital Management USA LLC, with separate broker-dealer Titan Global Technologies LLC and Apex Clearing custody. Current services include managed portfolios, financial planning, direct indexing, tax-loss harvesting, Smart Treasury and selected interval-fund or private-market exposure. | Not documented |
| Tolleson Private Wealth Management | Open | $20 million general advisory minimum, waivable. The threshold applies to the private-wealth relationship and is separate from product, private-fund or family-office service economics. | SEC-registered ultra-high-net-worth wealth-management relationship through Tolleson Private Wealth Management, LLC, combining investment management and family-office services with public portfolios, third-party managers and affiliated private funds. Tolleson Private Bank and Tolleson Trust Company remain separate legal entities. | Not documented |
| Transtrend | Open | No universal Transtrend minimum. Current access references vary by route: about $25 million for DTP Standard Risk USD, $10 million for DTP Enhanced Risk USD and $1 million for an Enhanced Risk UCITS route; each remains program- or vehicle-specific. | Systematic managed-futures platform centered on the Diversified Trend Program, using long and short futures, swaps and forwards across multiple risk profiles and access formats. Transtrend B.V. is an NFA-registered CTA and a Dutch AIFM. | Not documented |
| Trian Fund Management | Open | No public universal Trian minimum. A July 2026 reference of $10 million for Trian Partners, Ltd. is vehicle-specific and does not establish the managerwide threshold. | SEC-registered private investment manager using concentrated pooled vehicles for fundamental engaged ownership in public companies, including activist or board-level involvement where appropriate and selected private transaction exposure. | Not documented |
| Truepoint Wealth Counsel | Open | Service-specific rather than universal. Foundational Wealth is designed around $1 million+, True Wealth generally recommends about $3 million+, Family Office is around $30 million+, and Commas has no required account minimum; the $3 million True Wealth reference is not an absolute hard minimum. | Fee-only SEC-registered wealth-management relationship through Truepoint, Inc., operating the Truepoint Wealth Counsel business alongside the separate Commas service lane. Portfolios can include public securities and, for select clients, private equity or other private investments, with third-party custody. | Not documented |
| Tudor Investment Corporation | Open | No public universal Tudor minimum. A current $100,000 minimum reference for Tudor Global Fund L.P. is vehicle-specific, and substantial related-person ownership further limits its usefulness as a public access benchmark. | SEC-registered umbrella private investment platform associated with the Tudor Group, using private-placement fund interests and related vehicles across discretionary global macro, equity strategies, quantitative global macro and other quantitative trading. | Not documented |
| Two Sigma | Open | No universal Two Sigma minimum. Current and recent private-fund records include approximately $1 million minimum references for named vehicles as well as $0 fields on certain master portfolios; those fields remain vehicle-specific and do not establish public retail access. | SEC-registered quantitative private-investment manager through Two Sigma Investments, LP, using private pooled funds and related institutional structures for systematic, technology- and data-driven investment strategies. Two Sigma Advisers, LP stopped managing client assets on January 1, 2026 and must not be treated as the current adviser. | Not documented |
| UpMarket | Accredited only | Current pre-IPO pages commonly display a $50,000 reference minimum. Minimums vary by offering and $50,000 is not a universal platform minimum. | Qualified-investor private-markets platform with brokerage conducted through Upmarket Securities LLC and investment-management functions available through affiliated entities such as Upmarket Management LLC. Offerings can use direct private-company shares, SPVs or private-fund structures across pre-IPO, private equity, hedge fund, real-estate and other alternative strategies; ownership is deal-specific. | Multi-year; exit timing is unpredictable and investors should expect a multi-year holding period. |
| Upright | Open | Product-specific. Current public references include $5,000 for individual project notes, $1,000 for Pre-Fund, and $15,000 for Horizon and Blueprint. No single Upright minimum applies across all note and fund products. | Private residential real-estate credit platform using borrower-dependent or project-note structures plus pooled funds. Under the established individual-note model, FTF Lending originates the underlying loan and issues the related investor note; the investor owns the note rather than becoming the direct mortgage lender or property owner. | Not documented |
| ValueAct Capital | Open | No universal ValueAct minimum. Current vehicle records include approximately $5 million for ValueAct Capital Master Fund, $50 million for ValueAct Strategic Global Master Fund and $10 million for ValueAct Strategic Master Fund V; those thresholds remain vehicle-specific. | SEC-registered private investment manager using pooled private funds for concentrated, long-term equity investing and engaged ownership, including management and board engagement. ValueAct's strategy is constructive and company-specific rather than a requirement that every investment involve a public proxy contest. | Not documented |
| Vaulted | Open | No fixed universal current purchase minimum is published. Vaulted supports small-dollar fractional-bar purchases, while its governing agreement reserves the right to impose a small minimum purchase requirement; educational examples should not be converted into a permanent $10 or other platformwide minimum. | Direct allocated physical-precious-metals ownership rather than a securities account. Customers own fractional interests in allocated gold or silver held through professional vault arrangements, with gold stored at the Royal Canadian Mint and silver through HSBC London under the current platform structure. | Not documented |
| Venturi Private Wealth | Open | $2.5 million preferred account minimum, with smaller relationships accepted at Venturi's discretion. The threshold is a preferred wealth-management minimum rather than an absolute rejection rule. | SEC-registered private-wealth relationship through Venturi Wealth Management, LLC, doing business as Venturi Private Wealth, combining discretionary wealth management and planning with public-market portfolios, affiliated private funds and family-office services. Third-party custody remains separate from the adviser. | Not documented |
| Verition Fund Management | Open | No universal Verition minimum. Current private-fund records include $5 million references for named feeder or fund vehicles alongside $0 fields for certain master funds; the $0 fields do not indicate retail access and all terms remain vehicle-specific. | SEC-registered multi-strategy, multi-manager private hedge-fund platform spanning Credit, Convertible & Volatility Arbitrage, Quantitative Trading, Fixed Income & Macro, Equity Long/Short & Capital Markets Trading and Event-Driven Investing, with dynamic capital allocation across internal investment teams. | Not documented |
| Viking Global Investors | Open | No universal Viking minimum. Current references include approximately $5 million for Viking Global Equities Master, Viking Global Opportunities Master and Viking Long Fund Master, while other vehicles can differ; each threshold remains vehicle-specific. | SEC-registered private investment firm using pooled vehicles across Public Equity, Private Equity and Credit & Structured Capital. The public-equity business uses concentrated fundamental long and short research, while private-equity and structured-capital strategies use distinct legal and economic structures. | Not documented |
| Vinovest | Open | Vinovest's live pricing page currently lists a $2,000 Starter minimum, while several current help pages continue to quote $1,000; this is a first-party source conflict and investors should confirm the live funding requirement at checkout before depositing. Current American whiskey offerings can begin around $1,750, and Scotch cask pricing remains offering-specific. The marketplace has no minimum account deposit. | Direct physical-asset ownership model for managed wine and whiskey rather than fractional securities. Vinovest states that clients own the actual bottles or casks represented in their portfolios, with custody, storage and insurance handled through the platform structure; managed wine positions are not equity shares in an LLC that owns the bottle. | Current Vinovest guidance describes fine wine as roughly a five-to-ten-year asset, with some guidance referring to seven-to-ten-year ideal windows. American whiskey references approximately three to six years and broader whiskey guidance approximately four to seven years; Scotch casks can require longer. These are planning references, not contractual maturity dates. |
| Virtus AlphaSimplex Managed Futures Strategy Fund | Open | Share-class and channel specific. Class A and C generally require $2,500 initially, with $100 IRA/systematic references; Class I generally requires $100,000; eligible R6 plan or omnibus channels can have no stated minimum, while certain other institutional R6 channels can require $2.5 million. No one figure is fundwide. | Registered open-end mutual fund advised by Virtus Alternative Investment Advisers, Inc. and subadvised by AlphaSimplex Group, LLC, using systematic long/short futures and forwards across equity, fixed-income, currency and commodity markets with quantitative trend models and volatility management. | Not documented |
| Voloridge Investment Management | Open | No current public universal Voloridge minimum. Current first-party and regulatory materials establish a private-fund platform but do not publish one managerwide subscription threshold; private-fund offering and subscription documents control. | SEC-registered private quantitative and systematic investment manager using a small complex of private pooled funds. The investment process relies on data science, mathematics, software, scientific research and risk management, with multiple systematic strategies including a separately identified climate strategy. | Not documented |
| Walleye Capital | Open | No current public universal Walleye minimum. Walleye's website and current regulatory profile establish private investment vehicles and outside-capital access but do not publish one managerwide subscription threshold; confidential offering documents control. | SEC-registered multi-strategy private investment platform using pooled funds and related structures across Fundamental Equities, Quant, Volatility and Tactical strategies. Walleye began accepting outside capital in 2017 and operates private offerings rather than a retail self-service investment product. | Not documented |
| Waverly Advisors | Open | No firmwide AUM minimum. Waverly can instead impose negotiable annual minimum advisory fees, generally $5,000-$20,000 for individual relationships, while retirement-plan arrangements can use different minimum-fee ranges. | SEC-registered wealth-management relationship through Waverly Advisors, LLC, combining planning and investment management with public securities, third-party managers, private funds and family-office capabilities. Pricing, custody and alternative-investment structures can vary across acquired practices and client arrangements. | Not documented |
| Wealthspire Advisors | Open | No firmwide relationship minimum. Program-specific minimums can apply, including a $100,000 waivable minimum for the Prosperity service lane; fixed annual arrangements generally reference a $5,000 minimum fee, which is a fee floor rather than an asset minimum. | SEC-registered wealth-management relationship through Wealthspire Advisors LLC, using percentage, minimum-fee, fixed-fee and legacy arrangements and offering public portfolios, separate-account managers and privately offered funds for eligible clients, with third-party custody. | Not documented |
| Wefunder | Open | Community Round participation is commonly marketed starting around $100, but the exact minimum is offering-specific and there is no universal platform minimum. | Private-company securities platform centered on Regulation Crowdfunding through Wefunder Portal LLC, with other private-round and regulated routes using separate structures where applicable. Community Round offerings can use SAFEs, equity, convertible instruments, debt or other issuer-specific securities; the investor owns the applicable issuer security or contractual instrument rather than an interest in one universal Wefunder fund. | Startup securities should generally be treated as long-term, illiquid holdings. Exits can include acquisition, IPO, issuer repurchase, permitted private transfer or dissolution, none guaranteed. |
| Welton Investment Partners | Open | No universal Welton minimum. Current program references include approximately $10 million for Welton Global and $25 million for Welton Trend; those figures remain tied to the named programs and must not be collapsed into one managerwide threshold. | Systematic alternative-investment manager and registered CTA/CPO/RIA offering distinct programs including Welton Global, a multi-strategy global-macro program, and Welton Trend, a systematic multi-asset trend program. Access is oriented to institutional/professional investors, Qualified Purchasers and QEPs. | Not documented |
| Whale Rock Capital Management | Open | No current public universal Whale Rock minimum. The firm operates multiple private strategies and vehicles, and public Form D or fund records do not establish one managerwide subscription threshold; the applicable private offering documents control. | SEC-registered private investment adviser using pooled private vehicles across technology-, media- and telecom-focused long/short, long-only, MegaCap Tech and late-stage private investment strategies. Public and private strategy sleeves remain distinct. | Not documented |
| WhiskyInvestDirect | Open | There is no minimum trade amount, but trades occur in whole Litre of Pure Alcohol increments, so an investor needs enough cash to buy at least the available whole-LPA unit at the market price. | Direct ownership of physical maturing Scotch whisky measured in litres of pure alcohol within fungible stock lines, held in professional bonded warehouses under an English-law bailment. The investor owns personal property rather than a fractional security and does not necessarily own one individually named cask. | No fixed maturity. Maturing Scotch has no contractual maturity date, and the investor chooses when to sell subject to market demand, order-board liquidity and price. |
| Willow Wealth (formerly Yieldstreet) | Accredited only | Direct investments typically begin at $5,000 with $1,000 increments (offering-specific); Willow 360 managed portfolios begin at $25,000. | Private-markets investment platform operated under the Willow Wealth brand, formerly Yieldstreet, with product-specific legal roles. Willow Asset Management LLC is the affiliated SEC-registered adviser that manages Willow funds and Willow 360 managed portfolios; Willow Wealth Markets LLC is an affiliated SEC/FINRA/SIPC broker-dealer for applicable private-market activity; Willow Wealth also uses Atomic Brokerage with Pershing custody for certain managed-portfolio brokerage accounts. Direct offerings, managed portfolios and fund products retain their own governing documents and liquidity terms. | Multi-year; treat committed capital as unavailable on short notice |
| Winton Managed Futures Trend Fund | Open | Share-class specific and waivable: Class A (EVOAX) currently has a $2,500 initial minimum and $250 subsequent minimum, while Class I (EVOIX) has a $100,000 initial minimum and $250 subsequent minimum. The $100,000 Class I threshold is not the fundwide minimum. | U.S. registered open-end 1940 Act mutual fund advised by Winton Capital Management Limited. Investors buy mutual-fund shares in the Winton Managed Futures Trend Fund rather than opening a direct CTA separately managed account; the current Winton structure replaced the pre-October 28, 2025 Altegris multi-adviser/fund-of-funds structure. | Not documented |
| WisdomTree Managed Futures Strategy Fund | Open | No fund-imposed subscription minimum is published for WTMF. As an exchange-traded ETF, investors generally buy shares through a brokerage subject to the share price and any broker-specific fractional-share or order-size rules. | Actively managed registered ETF, ticker WTMF, using a quantitative rules-based long/short managed-futures strategy across commodity, currency, equity and interest-rate futures. The fund can also allocate up to 10% of net assets to bitcoin-related exchange-traded products and bitcoin futures but does not invest directly in bitcoin. | Not documented |
| Woodline Partners | Open | No current public universal Woodline minimum. Woodline's public site and current regulatory materials establish private-fund access but do not publish one managerwide subscription threshold; the applicable Woodline or Spire fund offering and subscription documents control. | SEC-registered private investment manager using pooled hedge-fund structures, including Woodline Master Fund LP and Woodline Spire Master Fund LP, to implement a fundamental global-equity strategy built around subsector-specialist teams, bottom-up research, corporate relationships and company-specific insights. | Not documented |
| Worthy Bonds | Open | $10 current bond denomination and minimum purchase reference. Larger platform or offering limits are separate from the minimum and should not be presented as a required starting investment. | Small-denomination corporate bonds issued by Worthy subsidiaries. The known Worthy Property Bonds are unsecured obligations of the issuer; proceeds can be deployed into mortgages, liens and other real-estate-related assets, but the bondholder does not receive direct property ownership, a mortgage interest or a specific collateral lien. | Not documented |
1031 Crowdfunding
accredited 1031-exchange investors; investors seeking passive DST replacement property; investors working within 45-day identification deadlines; investors seeking senior-housing or other commercial-real-estate exposure; investors with $25,000–$100,000+ available for a specific private offering; investors comfortable with long holding periods.
- Minimum
- Offering-specific. Selected DST offerings currently use roughly $25,000–$100,000 minimums; no universal platform minimum applies across every DST, REIT, QOF or bridge-fund product.
- Eligibility
- Open
Abacus Wealth Partners
Households seeking comprehensive financial planning and diversified, research-based investment management, including values-aligned portfolios, without a minimum portfolio-size requirement.
- Minimum
- No minimum portfolio size. Abacus generally imposes a $5,000 annual minimum fee for financial planning; investment-management-only clients may have a $1,000 annual minimum fee.
- Eligibility
- Open
Abbey Capital Futures Strategy Fund
Investors seeking daily-liquidity mutual-fund access to diversified managed futures plus fixed income and who can meet the applicable share-class minimum.
- Minimum
- $2,500 initial for Class A and Class C; $1,000,000 for Class I. Class T is not currently available; intermediaries may modify or waive minimums.
- Eligibility
- Open
AcreTrader
Accredited investors seeking farmland exposure through individual properties or a diversified fund.
- Minimum
- Individual farm offerings commonly show a $15,000 minimum. The Proterra AcreTrader Farmland Fund LP has a $150,000 open-offering minimum. The platform's historical $1,000 minimum is not current.
- Eligibility
- Accredited only
Adage Capital Management
Institutional or qualified-purchaser investors able to commit roughly $10 million and accept private-fund liquidity while seeking equity hedge-fund exposure.
- Minimum
- $10,000,000 routine minimum investment commitment for Adage Capital Partners, L.P. in the March 2026 Form ADV filing; governing fund documents may permit different accepted amounts.
- Eligibility
- Open
Advanta IRA
Self-directed retirement investors who want to hold alternative assets such as real estate, private placements, private lending or precious metals and are comfortable performing their own investment due diligence.
- Minimum
- Advanta IRA does not publish a universal investment minimum; the account owner selects the underlying alternative asset, and that asset or offering may impose its own minimum. Account fees vary by holdings/value and transactions.
- Eligibility
- Open
Alkeon Capital Management
Qualified private-fund investors seeking growth-oriented public and private equity exposure and able to evaluate vehicle-specific minimums, liquidity and master-feeder structures.
- Minimum
- Varies by vehicle; a current April 2026 Alkeon Innovation Series Zeta Form D lists a $500,000 minimum. Alkeon does not publish one universal firmwide minimum.
- Eligibility
- Open
Allocate
RIAs, private banks and multi-family offices building private-market programs; investors accessing curated private-market products through an adviser; asset managers needing feeder or SPV infrastructure; clients comfortable with negotiated fees and private-fund illiquidity.
- Minimum
- No universal Allocate minimum. Access is adviser- and product-specific, and curated private-market funds, feeder vehicles or SPVs can impose their own subscription thresholds.
- Eligibility
- Open
Allworth Financial
Households seeking financial planning and managed portfolios with no standard household asset minimum, including investors who may also qualify for Allworth's higher-minimum private funds.
- Minimum
- No minimum household investment amount for standard investment-management accounts. Allworth's two private funds require $250,000; asset-management accounts are subject to a $2,500 annual minimum fee.
- Eligibility
- Open
Alt
Sports-card and trading-card investors who want insured vault storage, marketplace pricing data and, for high-value collections, collateral finance.
- Minimum
- Basic account creation is free and there is no marketplace minimum in the current source registry. Alt Lending has a $25,000 minimum loan.
- Eligibility
- Open
Altimeter Capital Management
Qualified private-fund investors seeking technology-focused public/private growth exposure who can evaluate vehicle-specific minimums, liquidity restrictions and private-placement risk.
- Minimum
- No universal firmwide minimum. Altimeter Partners Fund LP's April 2026 Form D lists a $100,000 minimum investment; other Altimeter vehicles use different terms, so the applicable offering documents control.
- Eligibility
- Open
Alto
Retirement investors who want self-directed IRA access to private equity, venture capital, real estate and other alternatives and can evaluate offering-specific minimums, risks and long holding periods.
- Minimum
- No universal Alto investment minimum. Alto's account pricing begins at $0 invested capital, while each Marketplace, integrated-partner or private offering sets its own investment minimum.
- Eligibility
- Open
Alto IRA
Investors who want retirement funds invested in a private asset an ordinary brokerage IRA will not custody.
- Minimum
- Account minimums are offering-specific. Marketplace and bring-your-own-deal minimums are set by the issuer and can be substantial.
- Eligibility
- Open
Alumni Ventures
Accredited investors who want a diversified venture-capital portfolio with a $10,000 entry point and can hold through company exits rather than rely on routine redemptions.
- Minimum
- $10,000 minimum one-time investment for current Alumni Ventures fund offerings; larger commitments are accepted and current fund materials show a typical $50,000 investment.
- Eligibility
- Open
AMG Systematica Managed Futures Strategy Fund
Investors seeking daily-liquidity mutual-fund access to systematic managed futures across equities, fixed income, currencies and commodities and who can meet the applicable share-class minimum.
- Minimum
- Class-specific: Class N $2,000 regular / $1,000 IRA; Class I $100,000 regular / $25,000 IRA; Class Z $5,000,000 regular / $50,000 IRA.
- Eligibility
- Open
Angeles Wealth Management
High-net-worth households, generally with about $5 million or more, seeking comprehensive portfolio management that can combine traditional marketable securities with selected private or alternative investments.
- Minimum
- Generally $5 million in account assets, which typically produces a $50,000 minimum annual fee; Angeles states minimums and fees may be negotiated and family assets may be aggregated.
- Eligibility
- Open
AngelList
accredited investors seeking startup SPVs; accredited investors seeking venture funds; investors who want a software-driven private-market workflow; investors comfortable evaluating deal-by-deal offering documents; investors able to hold illiquid investments for years; investors who already used AngelList and want the current Meridian investor experience.
- Minimum
- Offering-specific. The fund or deal lead sets the investor minimum; AngelList says some minimums may be as low as $1,000 and its general LP guideline is $1,000, but individual funds and deals may require more.
- Eligibility
- Accredited only
Annex Wealth Management
Individuals and families seeking fiduciary wealth management across a wide range of asset levels, from Annex Ignite clients below $500,000 to high-net-worth Private Client relationships around $5 million+.
- Minimum
- No formal firmwide account minimum. Current service tiers target Annex Ignite below $500,000 of investable assets, Comprehensive Wealth at roughly $500,000–$5 million, and Private Client around $5 million+ of investable assets.
- Eligibility
- Open
Apella Wealth
Households with roughly $500,000 or more seeking financial planning and evidence-based managed portfolios, with smaller relationships potentially accepted at Apella's discretion.
- Minimum
- $500,000 minimum initial account value for investment-management services; Apella may accept smaller accounts at its discretion based on circumstances such as anticipated future assets or related accounts.
- Eligibility
- Open
Appaloosa
Sophisticated private-fund investors comfortable with qualified-purchaser structures, concentrated opportunistic investing and limited public disclosure of vehicle-level fees and redemption terms.
- Minimum
- No public universal minimum. Current Appaloosa filings identify Palomino Master Ltd. and Azteca Partners LLC but do not publish a current managerwide subscription minimum; vehicle documents control.
- Eligibility
- Open
AQR Capital Management
Institutions and eligible investors seeking systematic quantitative strategies across long-only and alternatives, including eligible retail clients using equity SMAs, who can evaluate product-specific minimums, fees and liquidity.
- Minimum
- No universal AQR minimum. AQR's March 2026 Form CRS says retail advisory services are equity separately managed accounts with a typical $1 million minimum; institutional private funds, collective investment trusts and registered funds use separate product/channel terms.
- Eligibility
- Open
AQR Managed Futures Strategy Fund
Investors seeking mutual-fund access to systematic managed futures across global asset classes who can meet the applicable share-class or distribution-channel requirements and tolerate derivatives, short positions and strategy volatility.
- Minimum
- Class I (AQMIX): $5 million for individual investors; AQR currently lists no minimum for institutional investors or accounts offered by financial advisers. Other share classes and intermediary requirements can differ.
- Eligibility
- Open
Ark7
Investors who want low-minimum, individually selected rental-property exposure and can treat ATS trading as optional rather than assured liquidity.
- Minimum
- Current 2026 offering documents show property-series shares around $20 as a starting-share reference. Actual share price is series-specific.
- Eligibility
- Open
Arrived
Investors who want passive residential real-estate exposure through a securities structure and can accept private-market liquidity limits.
- Minimum
- $100 across current Arrived offerings.
- Eligibility
- Open
Arrowstreet Capital
Institutions and qualified investors seeking systematic global-equity exposure, including alpha-extension or long/short strategies, who can meet large strategy-specific account or fund thresholds and evaluate vehicle-specific liquidity.
- Minimum
- No universal minimum. Arrowstreet disclosures reference strategy-specific typical thresholds—about $250 million for long-only separate accounts, $2 billion for alpha-extension/long-short separate accounts, $10 million for sponsored funds and $5 million for selected feeders—with waiver and vehicle-specific terms possible.
- Eligibility
- Open
Aspect Capital
Qualified investors seeking systematic diversified managed-futures exposure across many global markets who can evaluate program/share-class minimums, incentive fees, derivative risk and vehicle-specific liquidity.
- Minimum
- No universal Aspect minimum. The current Aspect Diversified Fund Class A USD reference is $100,000; other programs, share classes, managed accounts or private vehicles may use different thresholds.
- Eligibility
- Open
Aspiriant
High-net-worth households seeking integrated investment management, planning and tax services, including potential private-market exposure, who are comfortable with a meaningful annual fee floor and product-specific illiquidity.
- Minimum
- No absolute account minimum. Aspiriant says it typically provides investment management to clients with portfolios of $1.5 million or more; its standard high-net-worth schedule has a $14,000 minimum annual fee, and smaller relationships may be accepted.
- Eligibility
- Open
Atreides Management
Qualified investors seeking long-term technology and consumer crossover exposure across public and private markets who can tolerate concentrated growth exposure and vehicle-specific private-fund liquidity.
- Minimum
- No public universal minimum. Atreides manages privately offered pooled investment vehicles for accredited investors and qualified purchasers; minimums, commitments and subscription terms are vehicle-specific and governed by the applicable offering documents.
- Eligibility
- Open
BakerAvenue
High-net-worth households seeking planning and portfolio management together, including eligible investors considering private equity, real estate or other alternatives, who can meet or negotiate around the $1 million general minimum and evaluate layered costs and illiquidity.
- Minimum
- $1 million general investment minimum, negotiable. BakerAvenue's current disclosures also state a $9,500 annual minimum fee for relationships below $1 million.
- Eligibility
- Open
Ballentine Partners
High-net-worth and family-office households—generally starting around $4 million in liquid or investment assets—seeking integrated planning and customized portfolios, including private-market exposure, and comfortable with relationship-specific fees and liquidity.
- Minimum
- Ballentine's current public wealth-advisory positioning begins around $4 million in liquid/investment assets for high-net-worth families. Treat $4 million as a service-positioning reference rather than an absolute hard minimum; client agreements and minimum annual fees can differ.
- Eligibility
- Open
Balyasny Asset Management
Qualified private-fund and institutional investors seeking a large multi-strategy platform across equity long/short, macro, commodities, arbitrage and systematic investing who can evaluate vehicle-specific minimums, leverage, short-selling risk and liquidity.
- Minimum
- No universal Balyasny minimum. Current regulatory vehicle references include roughly $5 million for several Atlas master funds and much higher portable-alpha references, while a $0 ADV entry for another master fund does not establish public retail access; actual subscription terms are vehicle-specific.
- Eligibility
- Open
Bartlett Wealth Management
Households around $2 million or more seeking integrated investment management and financial planning, including financially qualified investors considering private funds, who are comfortable with progressive AUM pricing and product-specific liquidity.
- Minimum
- Bartlett seeks a $2 million minimum relationship size for Wealth Management accounts but can accept smaller relationships at its discretion. Its $10 million Institutional Fixed Income minimum is a separate service threshold and should not be substituted for the wealth-management minimum.
- Eligibility
- Open
Beach Point Capital Management
Institutional and qualified investors seeking opportunistic, structured and private credit exposure across public and private markets who can evaluate vehicle-specific minimums, leverage, complexity and potentially limited liquidity.
- Minimum
- No universal Beach Point minimum. A current private-fund regulatory reference for Beach Point SCF TPSF LP shows a $1 million vehicle minimum, but that amount is vehicle-specific and must not be presented as a managerwide subscription threshold.
- Eligibility
- Open
Beacon Pointe Advisors
Households around $1 million or more seeking discretionary wealth management and planning, including eligible investors considering private funds or interval-fund exposure, who are comfortable with layered manager/product fees and investment-specific liquidity.
- Minimum
- Beacon Pointe generally requires a $1 million account size for private-client wealth management, but it can reduce or waive the minimum and can combine family accounts to meet it.
- Eligibility
- Open
BlueCrest Capital Management
Professionals and sophisticated readers researching proprietary hedge-fund operations, historical external-fund structures and current BlueCrest regulatory disclosures—not prospective outside investors seeking a current subscription route.
- Minimum
- No current outside-investor minimum applies because BlueCrest states that it does not currently offer shares or interests in BlueCrest-managed funds or accounts to outside or third-party investors. Historical external-fund minimums should not be presented as current.
- Eligibility
- Open
Brevan Howard
Institutional and qualified private-fund investors seeking global macro, derivatives-focused or institutional digital-asset strategies who can evaluate entity-specific access, vehicle minimums, complex trading risk and fund-specific liquidity.
- Minimum
- No universal Brevan Howard minimum. Regulatory vehicle references include approximately $10 million for Alpha Strategies Master and Brevan Howard Master Fund, $5 million for BH MB Macro Master and $100,000 for a BH Digital Asset Master vehicle; these references are vehicle-specific and the underlying reporting period must remain attached.
- Eligibility
- Open
Bridgewater Associates
Large institutional investors and qualified private-fund investors seeking systematic global macro, risk-balanced or total-portfolio strategies who can meet vehicle-specific access requirements and evaluate complex, strategy-specific liquidity and fee terms.
- Minimum
- No universal Bridgewater minimum. Current regulatory vehicle references span from about $100,000 for one U.S. inflation-linked bond vehicle to $10 million for Pure Alpha/All Weather trading vehicles and $250 million for an Optimal Portfolio vehicle; actual eligibility and subscription terms are vehicle-specific.
- Eligibility
- Open
Brigade Capital Management
Institutions and qualified investors seeking broad credit exposure across liquid, opportunistic, structured and private-credit strategies who can evaluate vehicle-specific minimums, fees and liquidity.
- Minimum
- No public universal minimum. Brigade offers credit strategies through commingled funds and separately managed accounts, and current regulatory disclosures show vehicle-specific minimums that vary by fund; the applicable offering or account documents control.
- Eligibility
- Open
Brighton Jones
High-net-worth households seeking integrated planning, discretionary management and tax coordination, including eligible clients considering private investments, who are comfortable with a minimum annual fee and holding-specific liquidity.
- Minimum
- Brighton Jones' Personal CFO relationship has a $10,000 minimum annual fee; higher minimums can apply and fees are negotiable. The $10,000 figure is a fee floor, not a universal asset-minimum requirement.
- Eligibility
- Open
BullionVault
Investors seeking allocated vaulted gold, silver, platinum or palladium with an online secondary market, especially balances large enough that minimum storage charges do not dominate costs.
- Minimum
- No minimum deposit is required. BullionVault permits deposits in any amount and its trading system uses a 0.001 kg minimum trade quantity, but it recommends avoiding overall investments below $2,000 because minimum monthly storage charges can make small balances inefficient.
- Eligibility
- Open
Cadian Capital Management
Qualified investors seeking fundamental global long/short equity with a value-oriented, research-intensive approach who can tolerate short-position risk, concentrated sector exposure and private-fund liquidity terms.
- Minimum
- No public universal minimum. Cadian's current access is through private offerings for qualified investors using offering memoranda and subscription documents; minimum subscriptions are vehicle-specific and controlled by those documents.
- Eligibility
- Open
Cadre
Existing Cadre investors and accredited investors evaluating private real-estate fund structures who can accept multi-year illiquidity, fund-level fees and sponsor economics.
- Minimum
- No current universal Cadre minimum for new investors. Cadre's 2026 new-investor path routes through Willow Wealth, while existing Cadre investments remain governed by their individual fund and deal documents; historical Cadre minimums should not be treated as a current platformwide threshold.
- Eligibility
- Accredited only
CAIS
Financial advisers and wealth firms building alternative-investment allocations for eligible clients who want a centralized workflow across multiple private-market products and can evaluate product-specific eligibility, minimums, fees and liquidity.
- Minimum
- No universal CAIS minimum. CAIS's Form CRS says most products available on the Portal have $100,000 minimum investment requirements, but actual minimums are product-specific and the applicable offering documents control.
- Eligibility
- Open
CalTier
Investors seeking private multifamily or related real-estate exposure who can evaluate separate CalTier products, offering status, accreditation rules, layered fees and limited redemption mechanics.
- Minimum
- Product-specific, not universal. Current references include $500 for CalTier Fund I, whose new investments are paused; $189 for CalTier Inc. Regulation A shares; and $5,000 for accredited-only CalTier REIT I.
- Eligibility
- Open
Campbell & Company
Institutional and sophisticated qualified investors seeking systematic managed-futures or multi-strategy derivatives exposure who can meet strategy-specific thresholds and tolerate leverage, derivatives risk and vehicle-specific liquidity.
- Minimum
- No universal Campbell minimum. Current public program materials use strategy/presentation-specific institutional references, including approximately $25 million for a representative Campbell Managed Futures account and $50 million for the composite; actual fund, SMA and other vehicle requirements can differ.
- Eligibility
- Open
Canyon Partners
Institutions and qualified investors seeking deep-value credit, distressed, structured-credit, lending or real-estate strategies who can evaluate private-fund terms and tolerate strategy-specific illiquidity.
- Minimum
- No public universal minimum. Canyon operates multiple credit, real-estate and related alternative-investment strategies through distinct vehicles and mandates; subscription or account minimums are strategy- and vehicle-specific.
- Eligibility
- Open
Capital Fund Management
Institutional and qualified investors seeking quantitative multi-strategy, systematic macro or trend-following exposure who can evaluate program-specific access, derivatives risk and vehicle-level liquidity.
- Minimum
- No public universal minimum. Capital Fund Management serves institutional and wealth-management investors through multiple systematic programs and fund structures; minimum subscriptions or mandates are product-, share-class- and channel-specific.
- Eligibility
- Open
CAPTRUST
Households seeking a large national advisory firm with planning and discretionary portfolio management, including eligible clients considering alternatives, who value no general firmwide asset minimum and can evaluate negotiated fees and holding-specific liquidity.
- Minimum
- No general firmwide account-size minimum. CAPTRUST's March 2026 Form CRS says it does not require a general minimum account size, although particular services, advisers or relationships can use minimum annual fees or other negotiated requirements.
- Eligibility
- Open
Capula Investment Management
Institutional and professional investors seeking fixed-income relative-value, macro or crisis-oriented hedge-fund exposure who can meet vehicle-specific eligibility and minimums and tolerate derivatives and private-fund liquidity terms.
- Minimum
- No public universal minimum. A $5 million minimum is documented for the Capula Global Relative Value Master vehicle, but that figure is vehicle-specific and must not be applied to every Capula fund or mandate.
- Eligibility
- Open
Carry
Self-employed investors who want Solo 401(k), IRA and taxable investing in one platform, particularly Pro members using self-directed alternatives or IRA crypto who are comfortable with membership fees and asset-specific liquidity.
- Minimum
- No single platformwide investment minimum is published. Carry charges annual membership fees—currently $299 for Core and $499 for Pro—while funding and minimum investment amounts depend on the account and underlying security, fund, crypto transaction or self-directed alternative opportunity.
- Eligibility
- Open
Carson Wealth
Investors seeking adviser-led discretionary portfolio management and financial planning, including high-net-worth or eligible clients considering alternatives, who are comfortable with model-specific minimums and negotiated pricing.
- Minimum
- No universal Carson Wealth account minimum. Current disclosures show model-specific minimums ranging approximately from $5,000 to $250,000, with requirements varying by adviser, strategy and service.
- Eligibility
- Open
Caspian Capital
Institutions and qualified investors seeking stressed, distressed or opportunistic corporate-credit exposure and capital-structure opportunities who can tolerate complex credit risk and vehicle-specific illiquidity.
- Minimum
- No public universal minimum. Caspian manages private pooled credit vehicles and separately managed accounts; subscription and mandate minimums are vehicle- or client-specific and governed by the applicable fund or account documents.
- Eligibility
- Open
Catalyst/Millburn Hedge Strategy Fund
Investors seeking mutual-fund access to a systematic futures/FX strategy combined with a long-only equity component who value daily fund pricing and can tolerate derivatives risk and relatively high alternative-fund expenses.
- Minimum
- $2,500 minimum initial investment across the currently listed Class I, A, C and C-1 shares; current fund materials also reference a $50 minimum subsequent investment.
- Eligibility
- Open
Caxton Associates
Professional and qualified investors seeking discretionary global-macro exposure across liquid markets who can meet private-vehicle requirements and tolerate derivatives, leverage and vehicle-specific liquidity.
- Minimum
- No public universal Caxton minimum. Current 2026 Form D references for Caxton Macro (USA) LLC and Caxton Cadence (USA) LLC each show a $10 million minimum investment accepted from outside investors, but those figures remain vehicle-specific.
- Eligibility
- Open
Cerity Partners
Households with roughly $2 million or more seeking an ongoing human-adviser relationship with coordinated investment and planning services, including eligible families considering private markets or more extensive family-office support.
- Minimum
- Cerity Partners generally requires a $2 million minimum portfolio size and a $20,000 minimum annual investment-advisory fee; both can be waived. The separate $25 million+ family-office reference is not the general wealth-management minimum.
- Eligibility
- Open
Chesapeake Capital
Sophisticated trend-following investors, QEP/qualified-client investors, institutions and family offices seeking broad global trend exposure who understand derivatives, notional funding and incentive-fee mechanics.
- Minimum
- No universal firmwide minimum. Current Chesapeake disclosures list preferred minimums of $5 million for Diversified and $10 million for Multi-Asset Trend and Pure Trend; program and negotiated account terms control.
- Eligibility
- Open
Choreo
Households near or above $1 million of investable assets seeking investment management plus planning, including business owners, tax-aware clients, held-away account management, SMAs and eligible private alternatives.
- Minimum
- No hard $1 million minimum. Choreo requests that new investment-advisory clients have at least $1 million of investable assets but states that it does not require that amount; its ordinary annual minimum fee is $8,000 and may be waived or reduced.
- Eligibility
- Open
Cinctive Capital Management
Qualified investors seeking a multi-manager hedge-fund platform with specialist long/short equity teams, macro and quantitative sleeves, and centralized risk and portfolio construction.
- Minimum
- No public universal minimum. Cinctive is a private institutional multi-manager platform; minimum subscriptions or commitments are vehicle-specific and governed by the applicable offering documents.
- Eligibility
- Open
Citadel
Large institutional allocators and qualified private-fund investors seeking multi-strategy exposure across equities, macro, credit, commodities and quantitative strategies who can evaluate complex private-fund structures and performance-based compensation.
- Minimum
- No public universal minimum. Current private-fund references include $10 million minimums for several Citadel vehicles, but terms vary by vehicle; regulatory entries showing $0 for certain internal or master-fund structures do not imply public retail access.
- Eligibility
- Open
Climatize
Investors seeking direct renewable-project exposure, including non-accredited investors starting with $10, who are comfortable reviewing Form C filings, impact-oriented debt risk and illiquid private securities.
- Minimum
- $10 current starting investment reference; each Regulation Crowdfunding offering can set its own terms and maximum investment constraints.
- Eligibility
- Open
CNote
Impact-oriented investors seeking fixed-income exposure to community finance, including non-accredited investors using Flagship, who understand the unsecured CNote credit structure, 30-month term and limited quarterly-liquidity request process.
- Minimum
- Flagship is marketed with no practical minimum and uses $1 note units; that does not apply universally to every CNote product. The accredited-only Wisdom Fund, for example, uses a separate $100,000 minimum.
- Eligibility
- Open
Coatue Management
Qualified technology-focused private-fund investors and allocators seeking public equity, venture, growth, tactical capital and public/private innovation strategies, with CTEK evaluated separately under its own eligibility and liquidity terms.
- Minimum
- No universal Coatue minimum. Current private-fund references include $5 million for Coatue Offshore Master and Coatue Long Only Offshore Master; the separate Coatue Innovative Strategies Fund (CTEK) has its own $50,000 Class S/D and $1 million Class I minimums, which are not managerwide Coatue terms.
- Eligibility
- Open
Coldstream Wealth Management
Higher-net-worth households seeking portfolio management plus planning, including tax, estate, charitable, multigenerational or family-office needs, and clients comfortable with negotiated pricing and public/private investment strategies.
- Minimum
- No universal current hard asset minimum. Coldstream's current disclosure uses a $10,000 annual minimum management fee for Private Wealth and $150,000 for Family Office, both subject to waiver; a stale $2 million relationship figure should not be treated as a current hard minimum.
- Eligibility
- Open
Composition Wealth
Households seeking investment management plus financial planning, including high-net-worth and multi-family-office clients interested in public and private investment options and comfortable with third-party custody at Schwab or Fidelity.
- Minimum
- $500,000 general minimum relationship size, subject to waiver or reduction under the adviser's discretion.
- Eligibility
- Open
Compound Planning
Entrepreneurs, professionals and families seeking integrated planning and investment management, technology-enabled account monitoring, tax and estate coordination, held-away account support and optional private-market alternatives.
- Minimum
- No single universal minimum is supportable from current public materials. Compound's March 2026 Form CRS states a $25,000 general minimum that is flexible and negotiable, while its live FAQ states a $0 minimum; implementation minimums also include $5,000 for the Managed Foundation Portfolio and $250,000 for Custom Indexing.
- Eligibility
- Open
Concreit
investors who want professionally managed private real estate; investors who do not want to select individual properties; eligible non-accredited investors; investors seeking a redemption program rather than a fixed multi-year lockup; investors comfortable with a private REIT/fund structure; investors who understand that the redemption program is limited rather than guaranteed.
- Minimum
- No current verified universal minimum. Older Concreit materials referenced a $1 minimum, but the current 2026 public source package does not clearly establish one live universal entry minimum; current app and offering terms control.
- Eligibility
- Open
Corient
High-net-worth and ultra-high-net-worth households seeking integrated investment and wealth planning, family-office, tax, trust and multigenerational services, including eligible investors considering private funds or alternatives.
- Minimum
- No strict universal client account minimum. Current disclosures show strategy-specific minimums ranging from $250,000 to $5 million, so the applicable strategy and client agreement determine the relevant threshold.
- Eligibility
- Open
Corvex Management
Qualified investors seeking concentrated equity exposure and active or engaged ownership, with multi-year company-specific underwriting horizons and tolerance for high position concentration.
- Minimum
- No public universal minimum. Corvex manages private pooled funds and separately managed accounts; minimum subscriptions, commitments or relationship sizes are vehicle- or mandate-specific and governed by the applicable documents.
- Eligibility
- Open
Crabel Capital Management
Institutional systematic and QEP investors seeking short- and medium-term futures/FX strategies, including momentum, mean-reversion and trend exposures, who can tolerate program-specific drawdowns and operational complexity.
- Minimum
- No universal Crabel minimum. Current IASG pages show $1 million minimum references for Multi-Product 1x, Gemini 1x and Advanced Trend 1x, while dated March 2026 sources show materially higher $10 million to $50 million-plus references for applicable programs; the program, vehicle and current agreement control.
- Eligibility
- Open
Creative Planning
Households seeking integrated planning plus investment management, including clients with approximately $200,000 or more under management, high-net-worth households, tax-aware investors and eligible clients seeking private-market or alternative exposure.
- Minimum
- $200,000 general domestic new-client minimum for the core wealth-management relationship, subject to waiver or variation; separate service lines and international relationships can use different thresholds.
- Eligibility
- Open
Cresset
High-net-worth and ultra-high-net-worth households seeking investment management plus family-office, tax, estate, philanthropy, and public/private-market capabilities who are comfortable with negotiated fees and product-specific liquidity.
- Minimum
- $0 general asset minimum. Certain relationships can be subject to a minimum annual fee equal to the lesser of $25,000 or 2.00% of managed assets; that fee floor is not a universal asset threshold.
- Eligibility
- Open
Crowd Street
Accredited investors allocating meaningfully to private markets who can accept long holding periods.
- Minimum
- Minimums generally start around $25,000 and vary by offering.
- Eligibility
- Accredited only
Cult Wine Investment
Investors with at least $35,000 seeking a professionally managed physical fine-wine portfolio who value bonded storage and insurance, can accept 2.00%–2.75% annual management fees and do not require daily liquidity or securities-market protection.
- Minimum
- $35,000 current U.S. minimum managed investment. The tiered annual management fee declines from 2.75% to 2.00% at larger portfolio tiers, but those fee breakpoints are not separate investment minimums.
- Eligibility
- Open
Curi Capital
High-net-worth clients seeking integrated wealth management and planning, including eligible investors considering internally managed strategies or private funds, who can evaluate a meaningful annual fee floor and affiliated-product conflicts.
- Minimum
- No universal current wealth-relationship asset minimum. Standard Wealth Management generally has a $10,000 annual minimum fee that can be waived for some clients; a $1 million legacy/small-institution reference and the separate Wealth Builder fee floor must not be treated as universal entry thresholds.
- Eligibility
- Open
D. E. Shaw Group
Sophisticated private-fund investors and institutional allocators seeking quantitative and discretionary strategies across hedge funds, active equity, multi-asset, and private-market investments who can evaluate complex vehicle-specific terms.
- Minimum
- No universal D. E. Shaw minimum. Current disclosures include $1 million minimum references for certain Composite, Oculus, and Valence portfolio vehicles, but those are vehicle-specific and must not be presented as firmwide new-investor access terms.
- Eligibility
- Open
D1 Capital Partners
Qualified investors seeking concentrated public/private crossover exposure who can tolerate private-company valuation and liquidity risk and understand that Form 13F does not represent the complete portfolio or investor NAV.
- Minimum
- No universal D1 minimum. A current D1 Capital Partners Master vehicle reference is $2 million, but that figure is vehicle-specific and does not establish a managerwide minimum for hedge-fund, private-equity, or co-investment structures.
- Eligibility
- Open
Dakota Wealth Management
Households seeking discretionary portfolio management and financial-planning support without a current firmwide minimum, including investors comfortable evaluating tiered advisory pricing, alternatives, and proprietary-product conflicts.
- Minimum
- No current general account or relationship minimum. Older $1 million and $5 million references are stale and should not be revived as current firmwide thresholds.
- Eligibility
- Open
Davidson Kempner Capital Management
Institutions and qualified investors seeking event-driven multi-strategy, opportunistic credit/equity, private credit, or asset-based lending exposure who can evaluate complex capital structures and vehicle-specific terms.
- Minimum
- No universal Davidson Kempner minimum. A current Davidson Kempner International Master vehicle reference is $3 million, but that is fund-specific and should not be applied to every strategy or investor relationship.
- Eligibility
- Open
Deep Track Capital
Qualified investors seeking specialist biotechnology and public/pre-IPO crossover exposure who can tolerate concentrated sector risk, binary clinical or regulatory outcomes, and private-company liquidity and valuation uncertainty.
- Minimum
- No public universal minimum. Deep Track manages private pooled life-sciences vehicles and does not publish one firmwide subscription threshold; the applicable fund and offering documents control.
- Eligibility
- Open
Deerfield Management
Institutions and qualified investors seeking specialist healthcare public/private crossover exposure who can tolerate biotechnology, clinical-development, sector-concentration, and private-investment liquidity risk.
- Minimum
- No public universal minimum. Deerfield operates multiple healthcare investment funds and relationships with different economics and eligibility, so current fund or account documents control the applicable subscription threshold.
- Eligibility
- Open
Diameter Capital Partners
Institutions and qualified investors seeking broad credit-cycle exposure across public and private credit, stressed or distressed opportunities, direct lending, structured credit, and capital solutions who can evaluate complex vehicle-specific terms.
- Minimum
- No public universal minimum. Diameter manages numerous private credit, hedge-fund, securitized-asset, and related vehicles; subscription minimums and commitments are vehicle-specific and governed by the applicable offering documents.
- Eligibility
- Open
Directed IRA
Investors with meaningful alternative-asset balances who prefer flat custodial pricing and want real estate, private funds or Gemini-integrated crypto inside a retirement account.
- Minimum
- No stated account minimum. The Crypto IRA requires a separate account.
- Eligibility
- Open
Discovery Capital Management
Qualified investors seeking discretionary global macro and emerging-markets exposure across currencies and fixed income who can evaluate private-fund terms and understand that Form 13F is incomplete for macro portfolios.
- Minimum
- No public universal minimum. Discovery operates private global-macro vehicles, and current filings do not establish one managerwide subscription threshold; older private-fund schedules should not be treated as current universal terms.
- Eligibility
- Open
DiversyFund
Accredited investors allocating roughly $100,000 or more to private multifamily real estate, particularly income or preferred-equity strategies, who can evaluate private-placement documents, defined-duration extensions and illiquidity; existing REIT investors monitoring legacy vehicle wind-downs.
- Minimum
- Current 2026 minimums are product-specific and materially higher than DiversyFund's legacy retail REIT positioning. The highlighted accredited-only Distressed Income Fund begins at $100,000, with current tiers extending to $1 million; do not revive the old $500 retail minimum as the current platform headline.
- Eligibility
- Open
DLP Capital
accredited investors; investors allocating six figures or more to private real estate; investors seeking private real-estate credit; investors seeking pooled housing equity; investors comfortable with evergreen private funds; investors seeking monthly distribution options in applicable funds.
- Minimum
- Product-specific. Current DLP fund minimums range from $100,000 to $500,000: $500,000 for the Housing and Lending Funds, $200,000 for Preferred Credit and Building Communities, and $100,000 for Living Fully. No single minimum applies to every DLP fund.
- Eligibility
- Accredited only
Dragoneer Investment Group
Qualified investors seeking long-duration public/private growth-company exposure, particularly technology and internet-enabled businesses, who can tolerate private-equity valuation and liquidity risk.
- Minimum
- No public universal minimum. Dragoneer manages many hedge-fund, private-equity, opportunities, and related vehicles, so minimum commitments or subscriptions are vehicle-specific and governed by the applicable offering documents.
- Eligibility
- Open
DUNN Capital Management
Sophisticated QEP investors and institutions seeking high-conviction systematic trend following across global futures who can tolerate substantial volatility, drawdowns, leverage, and incentive-fee economics.
- Minimum
- No single current universal DUNN minimum should be published. Current dated WMA references show $10 million for WMA and $25 million for WMA Institutional, both QEP-only, while older or undated databases still show about $100,000; the dated program terms control unless DUNN publishes a newer universal figure.
- Eligibility
- Open
Durable Capital Partners
Qualified investors seeking long-horizon growth and public/private compounder exposure who can tolerate small- and mid-cap growth risk, concentrated positions, and private-company illiquidity.
- Minimum
- No public universal minimum. Durable uses private Master Fund, Growth Fund, and related structures, and current public materials do not establish one managerwide subscription threshold for all vehicles.
- Eligibility
- Open
Dymon Asia Capital
Institutional, accredited, or professional investors seeking Asia-focused multi-strategy, China fixed-income, or private-equity exposure who can evaluate private-fund access restrictions and vehicle-specific liquidity.
- Minimum
- No public universal minimum. Dymon Asia offers private multi-strategy, China absolute-return bond, and private-equity vehicles to eligible institutional, accredited, or professional investors, with minimums set by the applicable vehicle documents.
- Eligibility
- Open
EcoR1 Capital
Qualified investors seeking specialist biotechnology public/private crossover exposure who can tolerate concentrated sector risk, scientific and clinical uncertainty, financing risk, and private-company liquidity constraints.
- Minimum
- No public universal minimum. EcoR1 manages private biotechnology funds, including 3(c)(1) and 3(c)(7) vehicles, and does not publish one firmwide subscription threshold; the applicable fund documents control.
- Eligibility
- Open
Edelman Financial Engines
Households seeking human financial planning plus technology-enabled discretionary investment management, especially retirement-focused clients and eligible investors considering SMAs or selected alternatives who can evaluate program-specific fees, minimums, and liquidity.
- Minimum
- No universal current wealth minimum. Edelman Financial Engines uses program- and model-specific thresholds that can be raised, reduced, or waived; older $5,000 and Workplace IRA $10,000 references must not be presented as a universal current minimum.
- Eligibility
- Open
Element Capital Management
Institutions and qualified investors evaluating global-macro and relative-value strategies who can accommodate high vehicle-specific thresholds, private-fund terms and limited public disclosure of investor-level liquidity.
- Minimum
- No public universal minimum. Current records include a $50 million minimum reference for Element Capital Master Fund; that named-vehicle figure must not be treated as a managerwide threshold.
- Eligibility
- Open
Elliott Investment Management
Sophisticated qualified investors seeking event-driven, distressed and cross-capital-structure exposure who can evaluate complex private-fund terms, less-liquid assets and strategy-specific redemption provisions.
- Minimum
- No universal Elliott minimum. Current private-fund records include $5 million minimum references for Elliott International and Elliott Associates, while other vehicles show different thresholds; the named-fund figures are not managerwide.
- Eligibility
- Open
Empyrean Capital Partners
Qualified investors and institutions seeking event-driven multi-strategy exposure across equity, credit and special situations who can tolerate private-fund structures and limited public disclosure of subscription and liquidity terms.
- Minimum
- No public universal minimum is disclosed in the current supplied sources. Subscription thresholds and commitment requirements are vehicle- or account-specific and governed by the applicable fund or account documents.
- Eligibility
- Open
Energea
Investors seeking low-dollar private renewable-energy infrastructure exposure, including non-accredited Class A investors, who value potential monthly distributions and can tolerate private-market, country/currency and project risk plus limited redemption liquidity.
- Minimum
- $100 current Class A Regulation A minimum initial investment, based on a $1 share-price reference. The $1 share price is not the investor minimum, and other share classes or offerings can use different eligibility and terms.
- Eligibility
- Open
EnergyFunders
Accredited investors seeking private oil-and-gas, drilling or bitcoin-mining infrastructure exposure who can evaluate K-1 tax treatment, project and commodity risk, layered fund fees and multi-year illiquidity.
- Minimum
- Product-specific. Current references include $50,000 for America First Energy Fund I and $5,000 for Bitcoin Discovery Fund I; older lower minimums must not be generalized across the current platform.
- Eligibility
- Open
EP Wealth Advisors
Households around $500,000 or more of investable assets seeking a dedicated human adviser, planning and discretionary management, including eligible clients who may use alternatives and can evaluate layered fees and liquidity.
- Minimum
- $500,000 general relationship minimum, waivable. This is distinct from service-specific fee floors, tax-service thresholds and minimums imposed by private funds or outside managers.
- Eligibility
- Open
Equity Trust
Investors holding real estate, private securities, lending, crypto and public-market assets inside retirement accounts under one custodial relationship.
- Minimum
- Not established in the current canonical source registry.
- Eligibility
- Open
Equitybee
Accredited investors seeking contractual exposure to private-company outcomes through employee option funding.
- Minimum
- Single-offer minimum $10,000. The Venture Portfolio Fund lists a $100,000 minimum commitment, and the Reserved Fund is positioned for substantially larger customized deployment.
- Eligibility
- Accredited only
EquityMultiple
Accredited investors seeking private commercial real estate debt, preferred equity, common equity and managed-fund opportunities.
- Minimum
- Lowest current starting point $5,000 (e.g. Alpine Note; current Ascent Income Fund first-time investor minimum); typical offering minimums $10,000–$30,000 with $5,000 increments; offering-specific.
- Eligibility
- Accredited only
EquityZen
Accredited investors wanting pre-IPO exposure at lower minimums than six-figure direct-secondary marketplaces.
- Minimum
- Standard single-company minimum $10,000, with selected eligible opportunities as low as $5,000. Multi-company funds start at $50,000 with limited lower slots at $20,000. Direct Share Acquisitions require materially higher minimums.
- Eligibility
- Accredited only
Evoke Advisors
High-net-worth and family-office clients seeking customized wealth management with public and private investment exposure who are comfortable with negotiated fees, private-fund economics and product-specific liquidity.
- Minimum
- No firmwide minimum asset requirement and no firmwide minimum fee in current regulatory disclosures. Team-level or product-level thresholds, including private-fund minimums, must not be converted into a universal Evoke minimum.
- Eligibility
- Open
ExodusPoint Capital Management
Qualified private-fund investors and institutional allocators seeking a broad multi-manager platform across discretionary and systematic strategies who can evaluate complex pass-through expenses and vehicle-specific liquidity.
- Minimum
- No public universal minimum. Current records include generally $5 million minimum references for core private funds; those values are vehicle-specific and must not be presented as a managerwide subscription threshold.
- Eligibility
- Open
Facet
Households seeking an ongoing CFP-led relationship and fixed-dollar advisory pricing, including clients who value discretionary management and can evaluate separate sub-advisory or alternative-product costs.
- Minimum
- No universal Facet account minimum is published. Facet uses fixed-dollar membership pricing; the roughly $200,000 taxable-asset reference for certain direct-indexing use cases is not a universal relationship minimum.
- Eligibility
- Open
Farallon Capital Management
Qualified private-fund investors and institutions seeking opportunistic multi-asset exposure across credit, equities, arbitrage and private markets who can tolerate vehicle-specific minimums and liquidity.
- Minimum
- No universal Farallon minimum. Current records include a $5 million minimum reference for FCOI II Holdings while other vehicles report different values; the named-vehicle figure is not a firmwide access threshold.
- Eligibility
- Open
FarmTogether
Accredited investors seeking farmland exposure across a wide range of capital levels and ownership structures.
- Minimum
- Crowdfunded farmland $15,000, Sustainable Farmland Fund $50,000, tenancy in common $500,000, bespoke whole-farm $3,000,000 and separately managed accounts $20,000,000.
- Eligibility
- Accredited only
Farther
Clients seeking a human adviser with a technology-heavy experience, multi-custodial flexibility and potential alternative-investment access who are comfortable with negotiated fees and product-specific liquidity.
- Minimum
- No current firmwide hard account minimum is published. Historical minimum references must not be reused as a universal current rule; program and investment-specific requirements can still apply.
- Eligibility
- Open
First National Realty Partners
accredited investors; investors seeking grocery-anchored retail exposure; investors comfortable with private syndications; investors allocating roughly $25,000–$100,000+ per deal depending on offering; investors using eligible SDIRA capital; investors who can tolerate five-year-plus holding periods.
- Minimum
- Offering-specific. Current ROIStreet research documents roughly $25,000-$100,000+ per deal depending on the offering; no single deal minimum should be presented as universal across FNRP.
- Eligibility
- Accredited only
First Trust Managed Futures Strategy Fund
Investors seeking managed-futures exposure through a liquid ETF rather than a direct CTA account, who are comfortable with active long/short futures, leverage, collateral holdings and a 0.98% current expense ratio.
- Minimum
- No fund-imposed retail investment minimum is published. FMF is an exchange-traded fund, so investors generally buy shares through a brokerage subject to share price, broker and order-size requirements.
- Eligibility
- Open
Forge Global
Accredited investors seeking direct pre-IPO share access and private-market pricing data.
- Minimum
- Standard direct-secondary minimum $100,000; single-company Forge fund offerings can accept indications of interest starting around $5,000 on limited, offering-specific opportunities.
- Eligibility
- Accredited only
FranShares
Investors seeking operating-business exposure outside public markets; investors interested in franchise economics; non-accredited investors where the offering permits; accredited investors evaluating private franchise deals; investors using an eligible SDIRA; investors comfortable with multi-year private-company exposure.
- Minimum
- Offering-specific. FranShares publishes a low-end investment reference of $500, but no universal minimum applies across every private franchise opportunity.
- Eligibility
- Open
Freestone Capital Management
Higher-net-worth households seeking comprehensive wealth management, planning and access to both traditional and alternative investments who can evaluate minimum annual fee floors and private-fund costs.
- Minimum
- No hard account minimum. Freestone generally targets about $1 million relationships and about $2 million for Schwab-referred clients; those are fit references, not hard minimums. New-client annual management fee floors can apply separately.
- Eligibility
- Open
FundersClub
accredited investors; investors seeking startup exposure through fund vehicles; investors who want relatively low private-fund minimums; investors comfortable with carry and management fees; investors willing to hold for many years; investors who want single-company and multi-company choices.
- Minimum
- Fund minimums start around $3,000 per fund in current supplied materials, but the $3,000 figure is a starting reference rather than a universal minimum; individual venture funds can require more.
- Eligibility
- Accredited only
Fundrise
Retail investors who want a low-friction, low-minimum allocation to professionally managed private real estate and understand the liquidity restrictions that come with it.
- Minimum
- $10 minimum initial investment on the taxable platform; $1,000 minimum for an IRA
- Eligibility
- Open
Garda Capital Partners
Institutional and qualified investors seeking specialist fixed-income relative-value exposure who can evaluate leverage, gross exposure, financing risk and private-fund liquidity rather than expecting public self-service access.
- Minimum
- No current public universal minimum. A historical $10 million vehicle minimum appears in older private-fund data, but it is not established as Garda's current managerwide threshold and must remain historical/vehicle-specific.
- Eligibility
- Open
Glenview Capital Management
Qualified investors seeking fundamental long/short equity and opportunistic exposure who can tolerate concentrated positions, private-fund access requirements and vehicle-specific liquidity.
- Minimum
- No public universal Glenview minimum. A current Glenview Capital Master Fund reference is $1 million, but that figure is vehicle-specific and must not be applied across all Glenview funds or accounts.
- Eligibility
- Open
GoldenTree Asset Management
Institutions and qualified investors seeking broad public/private credit expertise, including distressed and structured credit, who can evaluate vehicle-specific minimums, leverage and liquidity.
- Minimum
- No universal GoldenTree minimum. Current records show $1 million minimum references for GoldenTree Master Fund Ltd. and GoldenTree Tactical Opportunities Master Fund I LP; those figures are vehicle-specific.
- Eligibility
- Open
Goldmoney
Investors who specifically want legal ownership of professionally vaulted physical gold, silver, platinum or palladium and are comfortable with recurring storage costs and non-ETF withdrawal mechanics.
- Minimum
- No current minimum metal order amount. Goldmoney states customers can buy or sell as much or as little metal as they want, subject to quoted-price availability; the $10 monthly minimum storage charge is a fee, not an investment minimum.
- Eligibility
- Open
Graham Capital Management
Institutional and qualified investors seeking systematic trend, quantitative macro or discretionary global-macro exposure who can evaluate route-specific minimums, derivatives risk and liquidity.
- Minimum
- No public universal Graham minimum. Current public materials cover multiple private-fund, managed-account and UCITS access routes with different eligibility and economics, so one program's minimum must not be generalized firmwide.
- Eligibility
- Open
Greenlight Capital
Qualified investors seeking concentrated, fundamental value-oriented long/short hedge-fund exposure who can tolerate private-fund access restrictions and periods of material divergence from broad indexes.
- Minimum
- No current public universal Greenlight minimum. Access is private and authorization/subscription-document based; Form D offering amounts and historical fund references do not establish one managerwide current subscription threshold.
- Eligibility
- Open
Gridline
Accredited and, where required, qualified-purchaser investors using an advisor-led private-markets platform who can handle product-specific minimums, capital calls, long holding periods and fund-level fees.
- Minimum
- No reliable universal 2026 Gridline minimum. Current materials make investment amounts product-specific; older $50,000 or other historical references must not be revived as a platformwide minimum.
- Eligibility
- Accredited only
Groundfloor
Investors who understand short-term private real-estate credit, diversify deliberately and can accept issuer as well as borrower risk.
- Minimum
- $10 for individual Loans; $100-$1,000 for principal open-to-all Note terms. The accredited-only Preferred Note currently shows a $10,000 minimum.
- Eligibility
- Open
Halbert Hargrove
Households seeking integrated human financial planning and portfolio management, including qualified investors considering private or interval-fund exposure, who are comfortable with progressive AUM fees and product-specific liquidity.
- Minimum
- No current firmwide hard account minimum and no current standard minimum annual fee are established in the 2026 brochure. Do not infer a minimum from the first $5 million fee tier or reuse the stale $7,500 minimum-fee reference.
- Eligibility
- Open
HappyNest
Existing HappyNest shareholders researching the current structure; investors studying non-traded Regulation A real-estate securities; investors who can tolerate very limited liquidity; investors comfortable reading SEC filings rather than relying on app-era marketing copy; users who understand that a non-traded REIT can operate very differently from an exchange-listed REIT.
- Minimum
- No current universal individual-investor minimum is verified from the current public onboarding flow. HappyNest's 2026 filings continue to describe the Regulation A offering, but the current public site does not clearly verify a new-subscriber path; the $300,000 filing reference is a company-level offering threshold, not an individual minimum.
- Eligibility
- Open
Harvest Returns
Investors seeking private agriculture or agricultural-credit exposure who can analyze offering-specific collateral, sponsor and operating risk and tolerate multi-year holding periods.
- Minimum
- No universal Harvest Returns minimum. Current opportunities can start as low as $5,000, while Harvest Returns Private Credit Fund II has a $25,000 minimum; each offering's documents control.
- Eligibility
- Open
HB Wealth
Households around $1 million or more seeking fee-only planning and investment management, including eligible clients interested in private markets and families needing higher-touch family-office services.
- Minimum
- No universal hard asset minimum. HB Wealth's public service ladder begins around $1 million of investable assets, while the current minimum annual fee is generally $12,500 and can be negotiated below; the fee floor is not an account-balance minimum.
- Eligibility
- Open
Highbridge Capital Management
Institutional and qualified investors seeking credit relative-value, volatility and opportunistic strategies who can evaluate leverage, derivatives, private-fund structures and limited liquidity.
- Minimum
- No public universal Highbridge minimum. A $0 minimum field appearing in a Tactical Credit Form D record is a vehicle filing field and does not establish free or public managerwide access.
- Eligibility
- Open
Hightower Advisors
High-net-worth clients seeking a dedicated adviser practice backed by national investment, planning and family-office infrastructure and who are comfortable with practice-specific pricing and potential affiliated-manager conflicts.
- Minimum
- No general firmwide Hightower account minimum or minimum annual fee. Individual Advisor Practices, managers, strategies and private placements can impose their own thresholds.
- Eligibility
- Open
Hiive
Accredited investors seeking late-stage private-company exposure and shareholders seeking secondary liquidity.
- Minimum
- Standard minimum transaction $25,000 per the June 1, 2026 U.S. Form CRS. Certain private funds can impose higher minimums; there is no single universal minimum.
- Eligibility
- Accredited only
HMI Capital Management
Qualified investors seeking a concentrated, research-intensive long-term strategy and who can tolerate idiosyncratic company risk, private-fund access and vehicle-specific liquidity.
- Minimum
- No current public universal HMI minimum. Private-offering evidence confirms 3(c)(7) pooled-fund structures but does not establish one current managerwide subscription threshold.
- Eligibility
- Open
Holocene Advisors
Qualified investors seeking fundamental equity long/short or concentrated long-only exposure with sector-specialist research and quantitative risk tools, and who can accept private-fund access and liquidity.
- Minimum
- No current universal Holocene minimum. An older 2024 vehicle schedule showed $1 million references, but that historical figure is not established as a current managerwide threshold.
- Eligibility
- Open
Honeycomb Credit
Investors seeking community small-business credit, including non-accredited investors starting with $100, who can evaluate borrower-specific default risk, fees and private-security illiquidity.
- Minimum
- $100 current platform starting minimum, subject to offering-specific terms.
- Eligibility
- Open
Hudson Bay Capital Management
Qualified investors seeking a broad multi-strategy platform spanning relative value, event-driven, volatility and credit who can evaluate complex derivatives, private vehicles and manager-specific liquidity terms.
- Minimum
- No current public universal Hudson Bay minimum. The manager's public and regulatory materials establish private pooled-fund access but do not publish one managerwide subscription threshold.
- Eligibility
- Open
IASG
Investors comparing multiple CTA programs or building managed-futures allocations who want specialist research and monitoring and understand that minimums, fees, leverage and liquidity belong to the selected program and FCM account.
- Minimum
- No universal IASG platform minimum. IASG lists hundreds of CTA and alternative programs with program-specific minimums, fees, eligibility, markets and leverage; the selected manager/program controls.
- Eligibility
- Open
iCapital
RIAs, wealth firms, family offices and high-net-worth investors using an advisor relationship to access private funds or structured investments and who can tolerate product-specific lockups, fees and complex reporting.
- Minimum
- No universal iCapital investor minimum. Private-equity access funds, direct private funds, hedge funds, structured investments and registered products can use different thresholds and eligibility rules.
- Eligibility
- Open
iMGP DBi Managed Futures Strategy ETF
Investors seeking managed-futures exposure in an exchange-traded ETF wrapper who want easier brokerage access than a private CTA program and can accept model-replication, derivatives and tracking risk.
- Minimum
- No fund-imposed investment minimum is published for DBMF. As an exchange-traded ETF, investors generally buy shares through a brokerage, subject to the share price and any broker-specific fractional-share or order-size rules.
- Eligibility
- Open
Inspira Financial
Self-directed retirement investors who want a custodian for private or alternative assets and are comfortable performing their own due diligence, paying custody/holding fees and accepting asset-specific liquidity.
- Minimum
- No universal investment minimum is established for Inspira's self-directed IRA custody. Fee tiers and the Starter Account's below-$20,000 pricing reference are not investment minimums; the underlying alternative asset or sponsor can impose its own threshold.
- Eligibility
- Open
IRA Financial
Investors who use the flexibility — real estate, private deals, crypto, checkbook control and public securities within one retirement-account relationship.
- Minimum
- No stated account minimum. The Crypto IRA currently shows a $0 minimum balance and a $10 minimum trade.
- Eligibility
- Open
iTrustCapital
Investors who want cryptocurrency and precious-metals exposure inside a self-directed IRA, can meet the $1,000 initial minimum and are comfortable with transaction-based crypto fees and third-party qualified custody.
- Minimum
- $1,000 initial IRA minimum, with a $500 minimum for additional inflows. These are platform/account funding references; individual crypto or precious-metals transactions can have separate execution requirements.
- Eligibility
- Open
JANA Partners
Qualified investors seeking concentrated equity exposure with an engaged-ownership or activist component who can tolerate private-fund access restrictions, single-name concentration and vehicle-specific liquidity.
- Minimum
- No current public universal JANA minimum is established. Private-fund subscription thresholds are vehicle-specific and should not be inferred from regulatory AUM, Form D amounts or historical fund references.
- Eligibility
- Open
Johnson Investment Counsel
Households seeking investment management and ongoing financial planning together, including clients who value in-house research and eligible investors who may consider private funds, while accepting third-party custody and product-specific costs.
- Minimum
- No universal hard wealth-management minimum. Johnson's current materials permit relationships below $1 million at its discretion; the $2 million breakpoint in the new-client fee schedule is a pricing tier, not an account minimum.
- Eligibility
- Open
Kepos Capital
Qualified and institutional investors seeking systematic macro, carbon-market or equity-event strategies who understand derivatives, specialized exposures and private-vehicle liquidity.
- Minimum
- No universal Kepos minimum. Historical vehicle records include materially different minimum references, including $5 million and $100,000, demonstrating that terms are vehicle-specific rather than managerwide.
- Eligibility
- Open
King Street Capital Management
Institutions and qualified investors seeking opportunistic or multi-strategy credit exposure who can tolerate distressed/special-situations risk, private-market illiquidity and vehicle-specific access terms.
- Minimum
- No universal King Street minimum. A $10 million minimum reference for King Street Capital Master Fund is vehicle-specific and must not be presented as the managerwide threshold.
- Eligibility
- Open
KraneShares Mount Lucas Managed Futures Index Strategy ETF
Investors seeking rules-based managed-futures exposure through an ETF, especially those wanting commodity, currency and global-bond trend signals without equity-index futures, and who can tolerate model and derivatives risk.
- Minimum
- No fund-imposed investment minimum is published for KMLM. As an exchange-traded ETF, access is generally through a brokerage and depends on the share price plus any broker-specific fractional-share or order-size rules.
- Eligibility
- Open
Laurion Capital Management
Qualified investors seeking cross-asset multi-strategy, relative-value and macro exposure that blends qualitative and quantitative research and who can tolerate derivatives complexity and private-fund liquidity.
- Minimum
- No current public universal Laurion minimum is disclosed. Regulatory AUM, private-fund gross assets and Form 13F values do not establish an investor subscription threshold; governing vehicle documents control.
- Eligibility
- Open
LexShares
Accredited investors seeking a genuinely nontraditional private-market exposure; investors comfortable underwriting legal-outcome risk; investors able to diversify across multiple private opportunities; investors who can tolerate uncertain case duration; investors who do not need interim liquidity; investors willing to read deal-specific offering documents rather than rely on a platform headline return.
- Minimum
- No verified universal current investor minimum. Older LexShares references can cite $2,500, but current public investor materials do not establish that amount as a universal 2026 threshold; offering-specific subscription documents control.
- Eligibility
- Open
Lido Advisors
High-net-worth households around $1 million or more seeking private-wealth management, planning and alternative-investment access who are comfortable with minimum fee floors, outside-manager costs and product-specific liquidity.
- Minimum
- $1 million general account minimum, waivable at Lido's discretion. The $10,000 minimum annual advisory-fee reference is a separate economic threshold and should not be converted into an asset minimum.
- Eligibility
- Open
Light Street Capital Management
Qualified investors seeking concentrated global technology and innovation exposure across public and private markets who can accept sector concentration, private-vehicle access and strategy-specific liquidity.
- Minimum
- No current public universal Light Street minimum. Historical fund databases contain materially different vehicle references and are not a reliable basis for one current firmwide subscription threshold.
- Eligibility
- Open
Linqto
Existing customers monitoring positions and readers researching the platform's historical structure and the ongoing Chapter 11 process.
- Minimum
- No current actionable minimum because platform transactions are paused. Linqto's marketing pages still display a $1,000 initial minimum reference, while its posted October 2023 Form CRS states a typical SPV minimum of $10,000 that can vary or be waived.
- Eligibility
- Accredited only
LNW
High-net-worth households with several million dollars of investable assets seeking integrated wealth planning, trust/estate coordination and public/private investment management and who can tolerate alternative-investment illiquidity.
- Minimum
- $3 million general account minimum, subject to LNW's discretion and therefore waivable. Treat the amount as the firm's general relationship threshold rather than an absolute statement that no smaller relationship can be accepted.
- Eligibility
- Open
LoCorr Market Trend Fund
Investors seeking a dedicated liquid managed-futures allocation through a mutual fund who can access the appropriate A/C/I share class and are comfortable with long/short futures, leverage and relatively high alternative-fund expenses.
- Minimum
- Class A (LOTAX) and Class C (LOTCX): $2,500 initial minimum; Class I (LOTIX): $100,000. The subsequent minimum is $500 across classes and minimums can be waived; $100,000 is not a fundwide minimum.
- Eligibility
- Open
Lofty
investors seeking individual residential-property exposure; investors starting with small amounts; investors who want daily rental distributions; investors who want property-level voting; investors comfortable with blockchain-recorded ownership; investors who value the ability to place secondary sell orders without a multi-year contractual holding period.
- Minimum
- $50 current platform starting reference. Property-share prices vary by listing, so $50 should be treated as a current entry reference rather than a fixed universal account-funding requirement.
- Eligibility
- Open
Lone Pine Capital
Qualified investors seeking fundamental long-only, long/short or private-company equity exposure who can tolerate concentrated active management, vehicle-specific minimums and private-fund liquidity.
- Minimum
- No universal Lone Pine minimum. A $1 million minimum reference for Lone Cascade is vehicle-specific and must not be applied to every Lone Pine fund or strategy.
- Eligibility
- Open
Lynx Asset Management
Sophisticated investors seeking systematic managed-futures exposure with a long live track record who can accept monthly or program-specific liquidity, derivatives risk and route-specific minimum and performance-fee terms.
- Minimum
- No universal Lynx minimum. The Swedish Lynx Fund publishes a SEK 500,000 initial minimum, while IASG publishes a $250,000 program reference for another route; both must remain attached to their respective access channels.
- Eligibility
- Open
Madison Trust Company
Self-directed IRA investors who want broad alternative-asset custody, including Checkbook IRA or CryptoFlex structures, and are comfortable with flat custody fees, transaction charges, a $500 cash reserve and asset-specific liquidity.
- Minimum
- No universal underlying investment minimum. Madison requires a $500 minimum cash balance in the account for fees and expenses; that cash reserve is not an investment minimum, and each alternative asset can impose its own threshold.
- Eligibility
- Open
Magnetar Capital
Institutional and qualified investors seeking multiple alternative-strategy sleeves, including quantitative arbitrage and alternative credit, who can evaluate private funds one vehicle at a time and distinguish public AUM, regulatory AUM and fund-level terms.
- Minimum
- No public universal Magnetar minimum. Current private-fund records contain materially different vehicle-level minimum fields, including zero/internal values and six- or seven-figure references; those values must remain attached to the applicable vehicle.
- Eligibility
- Open
MAI Capital Management
Households around $500,000 or more seeking integrated wealth management, planning and family-office capabilities, including eligible investors considering private funds, who are comfortable with negotiated fees, third-party custody and product-specific liquidity.
- Minimum
- $500,000 suggested investment-management minimum, not an absolute requirement. MAI's current Form CRS also gives a broader $250,000-$500,000 suggested range; smaller accounts can be accepted for wealth-management clients, and separate service/profile references must not be treated as hard account minimums.
- Eligibility
- Open
Man Group
Institutional investors and financial professionals seeking a broad platform of systematic, discretionary, liquid-alternative and private-market strategies who can evaluate product-specific access, fees and liquidity rather than expecting one Man Group term sheet.
- Minimum
- No universal Man Group private-fund minimum. Man Group operates many strategies, public products and private vehicles through multiple investment managers and legal entities; the applicable product documents and distribution channel determine minimums.
- Eligibility
- Open
Marshall Wace
Institutions seeking equity long/short or systematic alternatives; investors comfortable with complex hedge-fund structures; allocators evaluating quantitative, systematic and fundamental strategies; investors able to evaluate master/feeder structures and vehicle-specific terms; investors who understand that 13F holdings are not the complete economic portfolio.
- Minimum
- No public universal Marshall Wace minimum. A current vehicle-specific reference for Marshall Wace Funds PLC - MW Eureka Fund is $115,220; that feeder-fund threshold must not be presented as a managerwide minimum.
- Eligibility
- Open
Mason Capital Management
Qualified investors seeking a concentrated event-driven or special-situations manager who can tolerate high single-position concentration, private pooled-vehicle access and limited public disclosure of current fund terms.
- Minimum
- No current public universal Mason minimum. Current materials do not publish a firmwide subscription threshold; historical or vehicle-specific minimum references should not be converted into a current managerwide term.
- Eligibility
- Open
Masterworks
Investors interested in fractional exposure to investment-grade artwork and willing to accept specialized, illiquid alternative-investment risk.
- Minimum
- $15,000 stated per-offering minimum; waivers possible and offering-specific variation exists. At a $20 offering price, $15,000 equals 750 shares.
- Eligibility
- Open
Maverick Capital
Qualified investors seeking research-driven global public-equity strategies and private-market exposure who can evaluate different net-exposure profiles, short-selling or leverage where applicable, and vehicle-specific liquidity.
- Minimum
- No public universal Maverick minimum. The firm operates multiple public- and private-market strategies and private vehicles; any subscription threshold is vehicle-specific and governed by the applicable offering documents.
- Eligibility
- Open
Mercer Advisors
Households seeking integrated investment, tax and estate planning, especially high-net-worth clients able to absorb the applicable service-level minimum fees and eligible investors considering private funds or other specialty investments.
- Minimum
- No single firmwide asset minimum applies across every Mercer service lane. Current programs use service-specific minimum annual fees, including a $15,000 Custom Wealth minimum annual fee; that fee floor is not an asset-balance minimum and must not be applied to Guided Investing or other service levels.
- Eligibility
- Open
Merit Financial Advisors
Households seeking financial planning and investment management together, including clients comfortable with adviser-negotiated pricing, a national adviser network and eligible alternative-investment exposure.
- Minimum
- No universal firmwide asset minimum. Merit may impose a minimum account balance or minimum fee in the client's advisory agreement, but current disclosures do not establish one platformwide threshold.
- Eligibility
- Open
MicroVentures
non-accredited investors seeking eligible startup crowdfunding; accredited investors seeking private placements; investors seeking lower startup minimums in selected Reg CF deals; investors interested in private-company secondary transactions; investors willing to accept long holding periods; investors comfortable evaluating deal-specific fees and offering documents.
- Minimum
- Deal-specific. Selected Regulation Crowdfunding opportunities can begin around $100, while accredited-investor private placements commonly reference roughly $5,000–$15,000 and some private deals can require $25,000–$50,000 or more. No single platform minimum applies.
- Eligibility
- Open
Millennium Management
Large institutional allocators and qualified private-fund investors seeking multi-manager diversification across equity, arbitrage, fixed income, commodities and quantitative strategies who can evaluate complex fund structures, pass-through expenses and vehicle-specific liquidity.
- Minimum
- No universal Millennium minimum. Current vehicle references include approximately $5 million for Millennium Partners, $25 million for a WMA systematic-equity master vehicle and $250 million for an institutional fund; these are vehicle-specific and do not establish one managerwide threshold.
- Eligibility
- Open
Mission Wealth
Clients near or above $1 million seeking traditional CFP-led wealth management, as well as smaller households using MissionForward, including eligible investors who want planning integrated with public and private investment exposure.
- Minimum
- $1 million general minimum for traditional Wealth Management, waivable. MissionForward is a separate service with a $0 AUM minimum; its lower entry point must not be used to erase the traditional service threshold.
- Eligibility
- Open
Modera Wealth Management
Households seeking fee-only planning and portfolio management, particularly larger relationships where the $12,000 annualized minimum fee is less dominant, and clients comfortable with tax-aware management and product-specific alternative-investment liquidity.
- Minimum
- $0 required initial or ongoing asset minimum. Wealth Management generally carries a $3,000 quarterly minimum fee, or $12,000 annualized; that fee floor is a cost threshold, not an asset-size minimum.
- Eligibility
- Open
Moneta
Clients seeking a fee-only advisory relationship with no formal firmwide account minimum, including families wanting planning, family-office capabilities and alternative investments who can evaluate negotiated fees, custody relationships and private-market liquidity.
- Minimum
- No formal account-size minimum. Individual investment products, private funds or managers can impose their own thresholds, but Moneta does not publish one firmwide asset minimum for the advisory relationship.
- Eligibility
- Open
Moonfare
Accredited or otherwise qualifying high-net-worth investors seeking institutional private-equity fund and secondary-market access below typical GP minimums who can meet product-specific commitments, handle capital calls and hold investments for many years.
- Minimum
- No universal Moonfare minimum. Current U.S. references include roughly $75,000 for many direct private-equity fund opportunities and $25,000 for the Secondary Strategy, while individual vehicles can use different thresholds such as $125,000; offering documents control.
- Eligibility
- Open
Moore Capital Management
Sophisticated and institutional investors researching a long-established global private-fund manager who can evaluate multiple relying advisers, vehicle-specific fund terms and macro-oriented exposures that are not fully represented by Form 13F.
- Minimum
- No current public universal Moore Capital minimum. Current filings show a large private-fund complex with vehicle-specific terms, while zero, low or historical minimum fields must not be treated as a managerwide public subscription threshold.
- Eligibility
- Open
Netcapital
Non-accredited investors seeking startup access; accredited investors seeking private-company offerings; investors starting around $100; investors willing to evaluate issuer financials and Form C filings; investors comfortable holding illiquid securities; investors who want direct private-company exposure rather than a venture fund.
- Minimum
- Offering-specific. Netcapital publishes minimums as low as $99, and a current offering can use a different amount; $99 must not be applied as a universal minimum to every issuer.
- Eligibility
- Open
New Direction Trust Company
Self-directed retirement investors seeking broad alternative-asset custody, including private equity, private debt, precious metals, real estate or Checkbook IRA structures, who are comfortable making their own investment decisions and accepting asset-specific liquidity.
- Minimum
- No universal underlying investment minimum. New Direction Trust Company is a directed SDIRA custodian; each private asset, precious-metals transaction or connected brokerage investment can have its own minimum or funding requirement.
- Eligibility
- Open
NewEdge Wealth
High-net-worth and ultra-high-net-worth households, families and family offices seeking advanced wealth strategy, private markets, structured investments and outside managers who are comfortable with negotiated pricing and layered product costs.
- Minimum
- No published firmwide account-value minimum. Individual advisory agreements, outside managers and private funds can impose relationship- or product-specific minimum balances or minimum fees.
- Eligibility
- Open
Nut Tree Capital Management
Qualified investors seeking stressed/distressed credit, special situations and deep-value exposure who can tolerate restructuring risk, concentrated positions and private-fund liquidity.
- Minimum
- No current public universal Nut Tree minimum. Current regulatory materials establish private pooled-fund access but do not publish one managerwide subscription threshold; private-fund offering documents control.
- Eligibility
- Open
OneGold
Investors who want vaulted physical-metal exposure; investors who want smaller digital purchase increments than typical whole-bar purchases; users who value physical redemption; investors seeking gold, silver and platinum in one account; users comfortable paying recurring storage rather than an ETF expense ratio.
- Minimum
- No universal metal-purchase minimum. OneGold separately references a $100 bank-wire purchase minimum and a $100 minimum funding deposit, while some direct purchase methods can permit smaller transactions; the $100 figure must not be presented as a universal minimum position size.
- Eligibility
- Open
Origin Investments
accredited investors seeking multifamily exposure; investors comfortable with $100,000+ private-fund minimums; 1031-exchange investors seeking DST replacement property; investors who want pooled multifamily exposure rather than individual-property crowdfunding; investors who value tax-aware private real estate structures; investors able to tolerate long holding periods.
- Minimum
- No universal Origin minimum. Current product references include $100,000 for IncomePlus and Select Asset funds, $50,000 for QOZ Fund III, $100,000 for Strategic Credit and higher thresholds for co-investments or DSTs; the applicable product controls.
- Eligibility
- Accredited only
OurCrowd
accredited investors seeking global startup exposure; investors seeking Israeli and international private companies; investors who want individual startup selection; investors who also want venture funds or other private alternatives; investors with enough capital to diversify across multiple private deals; users willing to accept multi-year illiquidity.
- Minimum
- No universal OurCrowd minimum. Startup Select commonly uses a $10,000 per-company reference; Portfolio Select requires $50,000 to open and starts allocations at $5,000 per company; fund investments retain their own fund-specific minimums.
- Eligibility
- Accredited only
Palestra Capital Management
Qualified investors seeking research-intensive long/short equity exposure who can tolerate leverage, short selling, concentration and private-fund liquidity restrictions.
- Minimum
- No current public universal minimum. Palestra's current disclosures establish private pooled-fund access but do not publish one managerwide subscription threshold; the applicable fund offering and subscription documents control.
- Eligibility
- Open
Paloma Partners
Qualified investors seeking a diversified multi-manager hedge-fund platform spanning systematic, credit relative-value, long/short equity and volatility strategies who are comfortable with manager-selection and private-fund liquidity risk.
- Minimum
- No current public universal Paloma minimum. Investor access is through private offerings and related vehicles, and Paloma does not publish one managerwide subscription threshold; the applicable fund documents control.
- Eligibility
- Open
Parallel Advisors
High-net-worth individuals and families seeking integrated wealth planning, tax and trust capabilities, discretionary management and potential private-investment access who are comfortable with progressive AUM pricing and a $7,500 annual minimum fee.
- Minimum
- No general asset-size minimum is published for the standard relationship. Parallel instead has a $7,500 annual minimum advisory fee; that fee floor is an economic threshold, not a required account balance, and can raise the effective percentage for smaller accepted relationships.
- Eligibility
- Open
PDT Partners
Institutions and qualified investors seeking mature systematic quantitative hedge-fund exposure who are comfortable with model-driven automated trading and private pooled-vehicle terms.
- Minimum
- No current public universal PDT minimum. PDT serves private-fund investors and does not publish one managerwide subscription threshold; the applicable private-fund offering and subscription documents control.
- Eligibility
- Open
Pentwater Capital Management
Qualified investors seeking event-driven hedge-fund exposure, including merger arbitrage and corporate catalysts, who can tolerate deal-break, litigation, derivatives and private-fund liquidity risk.
- Minimum
- No current public universal Pentwater minimum. Access is qualification-based through private offering documents, and current public materials do not establish one managerwide subscription threshold.
- Eligibility
- Open
Percent
Accredited investors seeking self-directed private credit with deal-level visibility and minimums below traditional private-credit funds.
- Minimum
- Direct Investing minimum $500. Blended Notes minimum $5,000. Current public SMA materials do not establish a single universal retail minimum.
- Eligibility
- Accredited only
Perceptive Advisors
Qualified investors seeking specialist life-sciences exposure, including public/private crossover, healthcare private credit or venture strategies, who can tolerate clinical, regulatory, concentration and private-market liquidity risk.
- Minimum
- No current public universal Perceptive minimum. The firm operates multiple private strategies across public/private life sciences, private credit and venture capital, and current public disclosures do not establish one managerwide subscription threshold.
- Eligibility
- Open
Perigon Wealth Management
Clients seeking no current firmwide account minimum, discretionary or non-discretionary management, planning and custodian flexibility, including eligible investors considering alternatives, private vehicles or digital assets.
- Minimum
- No current general account or relationship minimum. Product, program, private-vehicle and third-party-manager minimums can still apply and should not be converted into a firmwide Perigon threshold.
- Eligibility
- Open
Pershing Square Capital Management
Qualified private-fund investors seeking concentrated fundamental equity exposure and public-market investors evaluating listed Pershing Square Holdings who understand that private-fund and listed-vehicle access, fees and liquidity are different.
- Minimum
- No universal Pershing Square private-fund minimum. Current references of approximately $5 million for Pershing Square L.P. and Pershing Square International are vehicle-specific and must not be applied to every Pershing Square strategy or to listed Pershing Square Holdings.
- Eligibility
- Open
Phoenix Energy
Investors specifically seeking high-yield private/registered corporate debt; investors who understand issuer credit analysis; investors comfortable with oil-and-gas business exposure; income-oriented investors able to accept illiquidity; accredited investors evaluating the separate Reg D offering; investors who can hold the applicable note if redemption is unavailable.
- Minimum
- Offering-specific. Current references are $1,000 for Phoenix Flex Junior Secured Notes, $5,000 for the registered offering and $25,000 for the accredited-only private placement; no single Phoenix Energy minimum applies across all three.
- Eligibility
- Open
PIMCO TRENDS Fund
Investors seeking a broad systematic-trend mutual fund, including institutions able to meet applicable institutional-class minimums and retail investors accessing A/C shares, who are comfortable with derivatives, turnover and PIMCO's implementation discretion.
- Minimum
- Share-class specific. Institutional, I-2 and I-3 shares generally use a $1 million initial minimum; Class A and Class C generally use a $1,000 initial minimum with a $50 subsequent minimum. Intermediary or eligibility rules can modify access, so $1 million is not a fundwide minimum.
- Eligibility
- Open
Plancorp
Households seeking fee-only planning and discretionary portfolio management with transparent progressive pricing, including families that may use outside managers or private investments and can absorb the $12,000 annual minimum fee.
- Minimum
- No account-size minimum. Plancorp instead has a $12,000 minimum annual individual advisory fee; that economic floor is separate from account eligibility and can make smaller accepted relationships expensive on an effective-percentage basis.
- Eligibility
- Open
Point72 Asset Management
Qualified private-fund investors and institutions seeking a broad multi-strategy platform spanning fundamental equities, systematic investing, global macro, private credit and venture exposure who can evaluate vehicle-specific access and liquidity.
- Minimum
- No universal Point72 minimum. Current regulatory references of approximately $100,000 for Point72 Associates and Point72 Capital are vehicle-specific and must not be presented as a managerwide threshold.
- Eligibility
- Open
Public
Self-directed investors who want stocks, ETFs, bonds, options and other products in a modern app with paid research/data features available through Public Premium.
- Minimum
- No broad platform minimum is emphasized for the standard self-directed account; product-specific minimums can apply.
- Eligibility
- Open
Pure Financial Advisors
Households seeking planning-centered investment management, retirement and tax-aware advice, including clients who value a fee-only model and discretionary management and are comfortable with a progressive AUM fee.
- Minimum
- No firmwide asset minimum is required to become a client. Pure's progressive AUM fee schedule begins at 1.60% on the first $350,000, but portfolio size, fee economics and service fit should not be converted into an eligibility minimum that the firm does not publish.
- Eligibility
- Open
QMS Capital Management
QEP, institutional and sophisticated private-fund investors seeking systematic global macro and managed-futures exposure who can tolerate futures, FX, leverage, performance-fee economics and vehicle-specific liquidity.
- Minimum
- No universal QMS minimum. The direct IASG Diversified Global Macro Strategy reference is $5 million, while current private-fund records can show different figures, including a $0 Form D field for a U.S. fund and lower offshore references; those values are vehicle- or channel-specific.
- Eligibility
- Open
Qube Research & Technologies
Institutional and qualified investors seeking quantitative or systematic multi-asset strategies who can evaluate complex private-fund structures, derivatives, vehicle-specific minimums and liquidity.
- Minimum
- No public universal QRT minimum. A $10 million minimum reference applies to the Qube Master Fund in current regulatory materials, while other internal or related vehicles can show different figures; those values are vehicle-specific and do not establish managerwide access.
- Eligibility
- Open
RA Capital Management
Qualified investors seeking specialist healthcare and life-sciences exposure across venture, crossover, public markets and structured capital who can tolerate clinical, regulatory, financing and private-company liquidity risk.
- Minimum
- No current public universal RA Capital minimum. The firm operates multiple private vehicles across company creation, venture, crossover, public markets and structured capital, so subscription thresholds are product- and vehicle-specific and governed by the applicable offering documents.
- Eligibility
- Open
Rally
Investors who want low-dollar exposure to expensive collectibles through Regulation A securities and accept private-market liquidity.
- Minimum
- Current Rally marketing states shares can start around $5, but that is a reference rather than a universal fixed minimum. Current offerings can have $5, $8, $10, $20 or substantially higher per-share prices.
- Eligibility
- Open
RCM Alternatives
High-net-worth investors, RIAs, family offices and institutions comparing managed-futures or macro managers who want due-diligence and portfolio-construction support and can choose among SMA, liquid-alternative and managed-portfolio access.
- Minimum
- Access-route specific: the SMA Platform is generally $1 million-$5 million, Liquid Alternatives is about $25,000, and the All Weather Portfolio is about $100,000. None of those figures is a universal RCM minimum.
- Eligibility
- Open
Realbricks
investors seeking individual-property exposure; accredited and qualifying non-accredited U.S. investors; investors starting with $100; investors who prefer property-specific offerings over a pooled fund; investors comfortable with quarterly distributions; investors who understand the layered property-level fee structure.
- Minimum
- $100 current primary-market minimum, with current offerings using $10 shares. The minimum applies to the property-specific primary offering and should not be confused with transaction or property-level fees.
- Eligibility
- Open
RealtyMogul
Investors evaluating private commercial real estate who can accept multi-year illiquidity.
- Minimum
- Both RealtyMogul REITs publish $5,000 minimums, but new-investor subscriptions are currently paused. Individual private placements reference an approximate $35,000 minimum, with offering documents controlling.
- Eligibility
- Open
Renaissance Technologies
Institutions and eligible private-fund investors seeking quantitative strategies who can evaluate invitation-only access, performance-based economics and vehicle-specific liquidity without treating the lowest reported fund minimum as public access.
- Minimum
- No public universal Renaissance minimum. Historical/current regulatory references include about $5 million for RIEF Trading and GF Trading and $25,000 for Medallion Fund LP, but those vehicles serve different investor populations and the investor portal is invitation-only.
- Eligibility
- Open
Republic
Investors who want startup access at relatively low minimums and accredited investors who also want later-stage private-market structures within one ecosystem.
- Minimum
- Issuers set their own minimums. Current Republic education references a $10 low-end permitted setting and a typical minimum range of $25–$250. There is no universal platform minimum.
- Eligibility
- Open
Return Stacked U.S. Stocks & Managed Futures ETF
Investors seeking to stack U.S. equity and managed-futures exposure in one ETF wrapper who are comfortable with derivatives, leverage, model risk and the possibility that both sleeves can experience drawdowns.
- Minimum
- No fund-imposed subscription minimum is published for RSST. As an exchange-traded ETF, investors generally access it through a brokerage by purchasing shares, subject to the share price and any broker-specific fractional-share or order-size rules.
- Eligibility
- Open
Revolution Capital Management
Qualified and institutional investors seeking short- to medium-term systematic managed-futures strategies who can support multi-million-dollar program minimums and evaluate program-specific fees, leverage and liquidity.
- Minimum
- Program-specific. The Alpha program is currently referenced at about $5 million, while Mosaic Institutional is about $25 million. Those figures must remain attached to the named programs and not be converted into one managerwide minimum.
- Eligibility
- Open
Ritholtz Wealth Management
Households seeking adviser-led portfolio management and planning across several service tiers, including clients who value evidence-based investing and can evaluate separate product, custody and alternative-investment costs.
- Minimum
- No firmwide account-opening requirement is published. Public service bands such as Good Advice, Flagship, Preserve and Multi-Family Office describe client-fit ranges rather than contractual minimums and should not be collapsed into one threshold.
- Eligibility
- Open
Robertson Stephens
High-net-worth households seeking negotiated private-wealth management, planning, outside managers and potential private-market exposure who are comfortable with relationship-specific pricing, external custody and affiliate conflicts.
- Minimum
- No general numeric account minimum is published. Robertson Stephens can terminate an account that becomes too small to manage effectively, but current disclosures do not provide a numeric threshold and one should not be invented.
- Eligibility
- Open
Rocket Dollar
Investors who need a specialized retirement-account structure for private investments, real estate or checkbook control.
- Minimum
- No account minimum is established in the current canonical source set. Cost is driven by setup and subscription pricing rather than balance.
- Eligibility
- Open
Rokos Capital Management
Professional and qualified investors seeking specialist directional and relative-value global-macro exposure who can tolerate leveraged derivatives and vehicle-specific private-fund access and liquidity.
- Minimum
- No public universal Rokos minimum. Current regulatory references include about $10 million for the Global Macro Master Fund and $100 million for a co-investment vehicle; both are vehicle-specific and must not be applied firmwide.
- Eligibility
- Open
Roots
investors seeking pooled residential real-estate exposure; non-accredited investors who satisfy Regulation A limits; investors starting at $100; investors who prefer one diversified vehicle over selecting houses individually; investors comfortable with quarterly rather than daily valuation; investors who can hold at least one year to avoid the current early-withdrawal penalty.
- Minimum
- $100 current minimum per investment transaction, including the initial investment and subsequent transactions.
- Eligibility
- Open
Royalty Exchange
Investors seeking direct royalty-income assets; investors comfortable making larger single-asset purchases; investors who want access to music, film, trademark or other royalty streams; investors comfortable evaluating historical royalty statements; investors who value an active resale marketplace; investors seeking assets with terms ranging from fixed years to life of rights.
- Minimum
- No universal investor minimum. Royalty Exchange lists whole royalty interests and deal prices are asset-specific; an auction starting bid, historical closing price or the $500 minimum buyer fee must not be converted into a platformwide investment minimum.
- Eligibility
- Open
Rubric Capital Management
Qualified investors seeking value-oriented fundamental long/short equity exposure who are comfortable with short selling, concentrated positions, active ownership and private-fund access.
- Minimum
- No current public universal Rubric minimum. The firm manages a small private-fund complex, and current regulatory and fund data do not establish one managerwide subscription threshold; the applicable fund documents control.
- Eligibility
- Open
RWA Wealth Partners
Households around $500,000 or more seeking integrated private-wealth management and planning, including qualified clients considering private funds, who are comfortable with progressive AUM fees and third-party custody.
- Minimum
- $500,000 general private-wealth minimum, waivable. Separate private funds, outside managers or specialized services can impose different thresholds and should not be folded into the general relationship minimum.
- Eligibility
- Open
Saba Capital Management
Institutions and qualified investors seeking credit relative-value, tail-risk or closed-end-fund activist strategies who are comfortable with derivatives, capital-structure arbitrage and vehicle-specific private-fund terms.
- Minimum
- No universal Saba minimum. Historical/private-fund references vary materially by vehicle, including approximately $5 million, $500,000 and $100,000 examples; those figures must remain vehicle-specific.
- Eligibility
- Open
Sachem Head Capital Management
Qualified investors seeking concentrated value-oriented equity exposure with potential engaged ownership who can tolerate high single-name concentration and private-fund liquidity.
- Minimum
- No public universal Sachem Head minimum. Current fund records repeatedly show about $1 million for named vehicles such as Sachem Head Master LP, but repeated vehicle-level figures do not establish an immutable managerwide threshold.
- Eligibility
- Open
Savant Wealth Management
Households seeking comprehensive fee-only planning and portfolio management, including clients around or above Savant's typical service ranges who may also use tax, estate or alternative-investment capabilities.
- Minimum
- No single universal relationship minimum. Savant publishes a $300,000 stand-alone investment-management portfolio minimum and a separate $750,000+ typical-client reference; those are different concepts and neither should be rewritten as one absolute firmwide threshold.
- Eligibility
- Open
Savvy Wealth
Clients with roughly $500,000 or more who want a dedicated human adviser supported by modern technology, negotiated pricing, direct indexing options and potential access to selected private-market strategies.
- Minimum
- $500,000 general account-maintenance minimum, subject to relationship-specific exceptions or adviser terms. Do not treat it as an inflexible rule for every Savvy relationship.
- Eligibility
- Open
Schonfeld Strategic Advisors
Institutions and qualified investors seeking a diversified private multi-strategy platform across quantitative, fundamental equity, tactical and macro/fixed-income investing who can evaluate vehicle-specific minimums, fees and liquidity.
- Minimum
- No universal Schonfeld minimum. Current vehicle references include about $3 million for several private funds and about $25 million for a Fundamental Equity vehicle; those figures remain tied to the named vehicles.
- Eligibility
- Open
SCS Financial
Ultra-high-net-worth families seeking integrated wealth advisory, family-office services and endowment-style public/private portfolios who are comfortable with bespoke negotiated pricing and substantial private-market exposure.
- Minimum
- No current published numeric account minimum. The March 31, 2026 Form CRS states that the minimum relationship fee is mutually agreed with the client; older $30 million relationship and $225,000 annual-fee references should not be treated as the current universal default.
- Eligibility
- Open
Sculptor Capital Management
Institutional and qualified investors seeking opportunistic multi-strategy, credit or real-estate exposure who can evaluate vehicle-specific minimums, complex fund structures and materially different liquidity across strategies.
- Minimum
- No universal Sculptor minimum. A current $10 million reference applies to Sculptor Tactical Credit Master Fund I and is a vehicle term rather than the managerwide threshold.
- Eligibility
- Open
Sequoia Financial Group
Households seeking comprehensive wealth management with no current firmwide account-value minimum, flexible negotiated fee structures, planning and tax coordination, and potential private-fund or alternative-investment access.
- Minimum
- No current minimum account value for investment management. Product-, private-fund- or manager-specific minimums can still apply, so no separate offering threshold should be generalized into a firmwide minimum.
- Eligibility
- Open
Silver Point Capital
Institutions and qualified investors seeking broad credit-cycle expertise across performing, distressed, direct-lending, capital-solutions and real-estate strategies who can tolerate private-fund structures and strategy-specific liquidity.
- Minimum
- No public universal Silver Point minimum. Historical vehicle records include $5 million references for Silver Point Offshore Master Fund and Silver Point Capital Fund as well as lower or nominal fields for other vehicles; those values are vehicle-specific and do not establish managerwide access.
- Eligibility
- Open
Simplify Managed Futures Strategy ETF
Investors seeking managed-futures exposure through an ETF, particularly systematic long/short commodity and interest-rate futures, who want a 1099 wrapper and can tolerate model, derivatives and notional-exposure risk.
- Minimum
- No fund-imposed subscription minimum is published for CTA. As an exchange-traded ETF, investors generally buy shares through a brokerage subject to the share price and any broker-specific fractional-share or order-size rules.
- Eligibility
- Open
Small Change
Investors who want to select individual private real-estate projects, including non-accredited investors using eligible Reg CF offerings and accredited investors evaluating 506(c) projects, and who can tolerate project concentration and illiquidity.
- Minimum
- No universal Small Change minimum. Each real-estate offering sets its own threshold; current and recent projects can range from several hundred dollars to $1,000, $5,000 or other offering-specific amounts. The campaign page and offering documents control.
- Eligibility
- Open
SMBX
Investors seeking small-dollar private small-business credit exposure, including non-accredited investors starting around $10, who can evaluate issuer-specific default risk and hold private debt without relying on secondary-market liquidity.
- Minimum
- $10 minimum investment in a Small Business Bond, with investments generally made in $10 increments; issuer fundraising minimums are separate from the investor purchase minimum.
- Eligibility
- Open
SoFi Alternative Investments
SoFi Invest users seeking private-market fund exposure at lower starting minimums than many traditional private funds who prefer a consumer brokerage workflow and can accept fund expenses, transaction fees and periodic rather than daily liquidity.
- Minimum
- Product-specific. Current 2026 references include $500 for the AngelList USVC Venture Capital Access Fund and $2,500 for the CAZ GP Stakes and CAZ Strategic Opportunities funds; no single minimum applies to every current or future SoFi alternative fund.
- Eligibility
- Open
SoFi Invest
Investors who want brokerage and robo investing in one ecosystem, alongside IPO, crypto and private-market access.
- Minimum
- Self-directed minimum $5. Robo Investing minimum $50. Private-market fund minimums are fund-specific, including USVC $500 and CAZ funds $2,500.
- Eligibility
- Open
SongVest
Investors who want low-dollar music royalty exposure; non-accredited investors who satisfy Regulation A purchase limits; fans who want economic participation in specific songs; investors comfortable with issuer-specific royalty terms; investors willing to accept illiquidity; users who value a fractional structure rather than buying an entire catalog interest.
- Minimum
- One Royalty Share Unit. The dollar amount is series-specific; current marketing shows some SongShare units starting around $25, while other offerings can cost substantially more. No one fixed dollar minimum applies across every SongVest series.
- Eligibility
- Open
Soroban Capital Partners
Qualified investors seeking concentrated equity-oriented hedge-fund or long-only exposure who can evaluate large directional and options positions, high vehicle-specific minimums and private pooled-fund liquidity.
- Minimum
- No public universal Soroban minimum. Historical 2024 records include $25 million for Soroban Opportunities Master and $5 million for Long Only Equity and Decarbonization Beneficiaries master vehicles; those figures are historical and vehicle-specific.
- Eligibility
- Open
Squarepoint Capital
Institutions and qualified investors seeking large-scale systematic multi-asset hedge-fund exposure who can evaluate data-intensive models, derivatives, institutional private-fund structures and vehicle-specific minimums and liquidity.
- Minimum
- No current public universal Squarepoint minimum. A historical November 2024 vehicle reference of $10 million is vehicle-specific and must not be presented as the current managerwide threshold.
- Eligibility
- Open
SRS Investment Management
Qualified investors seeking concentrated fundamental equity exposure and selective active ownership who can tolerate high single-name concentration, private pooled-vehicle access and vehicle-specific liquidity.
- Minimum
- No current public universal SRS minimum. Current regulatory materials establish private pooled-fund access but do not publish one managerwide subscription threshold; the applicable fund documents control.
- Eligibility
- Open
Standpoint Multi-Asset Fund
Investors seeking one mutual fund that combines long equity exposure with systematic long/short managed futures, who can access the appropriate BLNDX or REMIX share class and tolerate leverage, derivatives and model risk.
- Minimum
- Share-class specific. Institutional shares (BLNDX) require $25,000 initially, while Investor shares (REMIX) require $2,500; both currently show $0 additional-investment minimums. Do not present either initial threshold as fundwide.
- Eligibility
- Open
Starboard Value
Qualified investors seeking concentrated fundamental active-ownership exposure who are comfortable with activist campaigns, company-specific risk, private-fund access and vehicle-specific liquidity.
- Minimum
- No current public universal Starboard minimum. Current regulatory materials establish private funds and managed-account capability but do not publish one managerwide subscription threshold; the applicable vehicle or account agreement controls.
- Eligibility
- Open
StartEngine
Investors who want both primary startup crowdfunding access and potential secondary-market infrastructure for eligible private securities.
- Minimum
- Each campaign sets its own minimum investment; there is no universal platform minimum. The current StartEngine IRA vehicle minimum is $2,000, separate from an offering's own minimum.
- Eligibility
- Open
Steward
Investors seeking private agriculture and food-system credit who can evaluate borrower, collateral and servicing risk, accept hold-to-maturity or notice-based liquidity and understand that secured lending does not guarantee principal.
- Minimum
- $100 current minimum for the open Steward Regenerative Capital offering. Individual Steward loan participations or future campaigns can set different minimums, so $100 should not be treated as a permanent platformwide threshold.
- Eligibility
- Open
STRATA Trust Company
Self-directed retirement investors seeking a regulated custodian for private equity, private debt, real estate or precious metals, including users who may also want public-market access and are comfortable performing their own due diligence and paying asset-specific fees.
- Minimum
- No universal underlying investment minimum and no required minimum cash balance under the current STRATA reference. Individual private assets, real estate, precious-metals purchases or linked brokerage investments can impose their own minimums.
- Eligibility
- Open
Streitwise
Existing shareholders tracking the current liquidity process and readers studying private office-REIT fee and NAV mechanics.
- Minimum
- No current minimum applies because the direct stock purchase plan is suspended. Any historical minimum belongs only in historical context.
- Eligibility
- Open
Summit Financial
Clients seeking adviser-led planning and multiple managed-account program choices, including wrap or non-wrap arrangements and eligible alternative-investment access, who are comfortable with program-specific minimums and negotiated pricing.
- Minimum
- Program-specific. Current Form CRS states minimums can range from $0 to $1,000,000 depending on the selected advisory program; neither endpoint is a universal Summit Financial account minimum.
- Eligibility
- Open
Summit Trail Advisors
High-net-worth and ultra-high-net-worth households seeking customized wealth management, planning and outsourced family-office capabilities, including eligible private-fund exposure, who are comfortable with negotiated fees and product-specific liquidity.
- Minimum
- No current account or relationship-size minimum. Summit Trail's high-net-worth positioning is a target-client profile rather than a contractual minimum, and individual private funds or products can still impose their own thresholds.
- Eligibility
- Open
Sweater
Non-accredited investors seeking venture exposure; investors starting with $500; investors who prefer a diversified managed fund; users who do not want to select individual startups; investors who can tolerate interval-fund liquidity; investors seeking private-company exposure through a regulated fund wrapper.
- Minimum
- $500 current initial minimum and $50 subsequent minimum for the Cashmere Fund; the fund can waive or change stated minimums.
- Eligibility
- Open
Taconic Capital Advisors
Institutions and qualified investors seeking opportunistic or distressed credit, merger arbitrage and catalyst-driven equity exposure who can evaluate public and private credit separately and accept vehicle-specific minimums and liquidity.
- Minimum
- No public universal Taconic minimum. Current private-fund references include about $1 million minimums for named credit/dislocation vehicles, but those thresholds are vehicle-specific and the applicable offering documents control.
- Eligibility
- Open
TCI Fund Management
Qualified and institutional investors seeking concentrated fundamental global-equity exposure, long investment horizons and active engagement who can tolerate single-name concentration and private-fund eligibility and liquidity constraints.
- Minimum
- No current public universal TCI minimum. A $5 million minimum reference for The Children's Investment Master Fund comes from a June 2024 private-fund schedule and is historical and vehicle-specific, not a current managerwide threshold.
- Eligibility
- Open
The Baupost Group
Long-horizon institutions and family capital seeking patient, valuation-driven exposure across public and private assets and willing to tolerate closed-capital access, meaningful cash balances and private-investment illiquidity.
- Minimum
- No public universal Baupost minimum. Baupost states that its partnerships are generally closed to new capital, so publishing a generic subscription minimum would imply an access path that is not currently offered.
- Eligibility
- Open
The Entrust Group
Investors holding one or a few alternative assets, particularly real estate, who want hands-on transaction administration.
- Minimum
- Not established in the current canonical source registry.
- Eligibility
- Open
The Mather Group
Households around $1 million or more seeking integrated investment, tax and financial-planning services, including families that may use private investments or Legacy at TMG family-office services and are comfortable with a progressive AUM schedule.
- Minimum
- $1 million general account minimum, waivable at The Mather Group's discretion. The threshold is separate from the firm's broader 0.25%-2.00% Form CRS fee range and from service-level or acquired-client pricing.
- Eligibility
- Open
Third Point
Qualified investors seeking event-driven long/short equities, corporate and structured credit, private credit, CLO or venture exposure and who are comfortable with catalyst-driven investing and vehicle-specific private-fund terms.
- Minimum
- No universal Third Point minimum. Current and recent vehicle references include about $10 million for Third Point Master Fund and Ultra Master Fund, $5 million for Corporate Credit Opportunities and $500,000 for an insurance-dedicated vehicle; each remains vehicle-specific.
- Eligibility
- Open
Tiger Global Management
Qualified investors seeking public and private growth-company exposure, including technology and innovation themes and crossover structures, who can tolerate concentration, private-company valuation risk and vehicle-specific liquidity.
- Minimum
- No universal Tiger Global minimum. Current references include about $1 million for Tiger Global L.P. and $10 million for Tiger Global Crossover Master; those amounts are vehicle-specific and do not establish one firmwide threshold.
- Eligibility
- Open
Tilden Park Capital Management
Institutions and qualified investors seeking structured-credit, mortgage and fixed-income relative-value expertise who can evaluate complex securitized products, leverage and hedge-fund liquidity and do not require public self-service access.
- Minimum
- No current public universal Tilden Park minimum. A $5 million minimum for Tilden Park Investment Master Fund comes from a March 2024 private-fund schedule and is historical and vehicle-specific, not a current managerwide threshold.
- Eligibility
- Open
Titan
investors who want discretionary portfolio management; investors who want direct indexing without a multi-million-dollar minimum; taxable investors who can potentially benefit from tax-loss harvesting; investors seeking access to selected private-market or interval-fund exposure; investors who value human Wealth Team support alongside digital tools; households that want taxable, joint, and retirement accounts in one managed relationship.
- Minimum
- $500 standard minimum for individual taxable, Traditional IRA and Roth IRA accounts. Strategy-specific minimums can be higher, including $20,000 for Direct Indexing, so $500 is not universal across every Titan product.
- Eligibility
- Open
Tolleson Private Wealth Management
Families with approximately $20 million or more seeking integrated investment, tax, estate, philanthropy, reporting, bill-pay and family-office coordination, including public and private investment exposure.
- Minimum
- $20 million general advisory minimum, waivable. The threshold applies to the private-wealth relationship and is separate from product, private-fund or family-office service economics.
- Eligibility
- Open
Transtrend
Institutional and sophisticated investors seeking medium-term systematic trend exposure through futures, forwards and swaps who can evaluate multiple risk profiles, multi-million-dollar program minimums and route-specific liquidity.
- Minimum
- No universal Transtrend minimum. Current access references vary by route: about $25 million for DTP Standard Risk USD, $10 million for DTP Enhanced Risk USD and $1 million for an Enhanced Risk UCITS route; each remains program- or vehicle-specific.
- Eligibility
- Open
Trian Fund Management
Qualified investors seeking concentrated engaged-ownership exposure who are comfortable with activist or board-level involvement, multi-year holding periods and high company-specific concentration.
- Minimum
- No public universal Trian minimum. A July 2026 reference of $10 million for Trian Partners, Ltd. is vehicle-specific and does not establish the managerwide threshold.
- Eligibility
- Open
Truepoint Wealth Counsel
Households with $1 million or more seeking comprehensive fee-only wealth advice, families around $3 million or more needing the deeper True Wealth model, ultra-high-net-worth families seeking family-office services and select clients considering private investments.
- Minimum
- Service-specific rather than universal. Foundational Wealth is designed around $1 million+, True Wealth generally recommends about $3 million+, Family Office is around $30 million+, and Commas has no required account minimum; the $3 million True Wealth reference is not an absolute hard minimum.
- Eligibility
- Open
Tudor Investment Corporation
Qualified investors seeking global macro exposure across discretionary and systematic trading, including rates, currencies, commodities and equities, who understand private-placement eligibility, derivatives and vehicle-specific liquidity.
- Minimum
- No public universal Tudor minimum. A current $100,000 minimum reference for Tudor Global Fund L.P. is vehicle-specific, and substantial related-person ownership further limits its usefulness as a public access benchmark.
- Eligibility
- Open
Two Sigma
Institutional and qualified private-fund investors seeking systematic, quantitative and multi-asset strategies who can evaluate complex fund structures, model risk and vehicle-specific minimums and liquidity.
- Minimum
- No universal Two Sigma minimum. Current and recent private-fund records include approximately $1 million minimum references for named vehicles as well as $0 fields on certain master portfolios; those fields remain vehicle-specific and do not establish public retail access.
- Eligibility
- Open
UpMarket
Accredited investors seeking multiple alternative-asset categories in one place who can meet $50,000+ pre-IPO commitments.
- Minimum
- Current pre-IPO pages commonly display a $50,000 reference minimum. Minimums vary by offering and $50,000 is not a universal platform minimum.
- Eligibility
- Accredited only
Upright
Accredited investors seeking residential real-estate debt exposure; investors who prefer short-duration private notes; investors who understand borrower and property-level credit risk; investors comfortable holding to maturity; users seeking pooled as well as project-specific exposure; investors willing to monitor servicing and workout risk.
- Minimum
- Product-specific. Current public references include $5,000 for individual project notes, $1,000 for Pre-Fund, and $15,000 for Horizon and Blueprint. No single Upright minimum applies across all note and fund products.
- Eligibility
- Open
ValueAct Capital
Qualified investors seeking concentrated, long-horizon public-equity exposure with constructive management and board engagement who can tolerate company-specific concentration and private-fund access and liquidity constraints.
- Minimum
- No universal ValueAct minimum. Current vehicle records include approximately $5 million for ValueAct Capital Master Fund, $50 million for ValueAct Strategic Global Master Fund and $10 million for ValueAct Strategic Master Fund V; those thresholds remain vehicle-specific.
- Eligibility
- Open
Vaulted
Investors seeking direct allocated physical gold or silver ownership with professional vault storage and small-dollar purchase capability who are comfortable with dealing premiums, ongoing custody costs and non-exchange liquidity.
- Minimum
- No fixed universal current purchase minimum is published. Vaulted supports small-dollar fractional-bar purchases, while its governing agreement reserves the right to impose a small minimum purchase requirement; educational examples should not be converted into a permanent $10 or other platformwide minimum.
- Eligibility
- Open
Venturi Private Wealth
Households with approximately $2.5 million or more of investable assets, business owners approaching liquidity events and ultra-high-net-worth families seeking integrated planning, public/private investments and family-office capabilities.
- Minimum
- $2.5 million preferred account minimum, with smaller relationships accepted at Venturi's discretion. The threshold is a preferred wealth-management minimum rather than an absolute rejection rule.
- Eligibility
- Open
Verition Fund Management
Qualified and institutional investors seeking a multi-strategy platform combining systematic and discretionary return sources across credit, macro, volatility, event-driven and equity strategies who can accept private-fund terms and complexity.
- Minimum
- No universal Verition minimum. Current private-fund records include $5 million references for named feeder or fund vehicles alongside $0 fields for certain master funds; the $0 fields do not indicate retail access and all terms remain vehicle-specific.
- Eligibility
- Open
Viking Global Investors
Qualified and institutional investors seeking research-driven public-equity, private-equity or credit/structured-capital exposure who can tolerate concentrated fundamental investing and vehicle-specific minimums and liquidity.
- Minimum
- No universal Viking minimum. Current references include approximately $5 million for Viking Global Equities Master, Viking Global Opportunities Master and Viking Long Fund Master, while other vehicles can differ; each threshold remains vehicle-specific.
- Eligibility
- Open
Vinovest
Investors specifically seeking physical fine wine or whiskey casks with professional sourcing, storage and insurance, and comfort with multi-year holding periods.
- Minimum
- Vinovest's live pricing page currently lists a $2,000 Starter minimum, while several current help pages continue to quote $1,000; this is a first-party source conflict and investors should confirm the live funding requirement at checkout before depositing. Current American whiskey offerings can begin around $1,750, and Scotch cask pricing remains offering-specific. The marketplace has no minimum account deposit.
- Eligibility
- Open
Virtus AlphaSimplex Managed Futures Strategy Fund
Investors seeking established managed-futures exposure through a mutual fund, including retirement plans and investors able to access the appropriate A, C, I or R6 share class, who are comfortable with trend-following drawdowns, derivatives and class-specific expenses.
- Minimum
- Share-class and channel specific. Class A and C generally require $2,500 initially, with $100 IRA/systematic references; Class I generally requires $100,000; eligible R6 plan or omnibus channels can have no stated minimum, while certain other institutional R6 channels can require $2.5 million. No one figure is fundwide.
- Eligibility
- Open
Voloridge Investment Management
Qualified and institutional investors seeking a large, data-intensive systematic quantitative investment platform who can evaluate private-fund terms, model risk and concentrated access without treating Form 13F holdings as the complete portfolio.
- Minimum
- No current public universal Voloridge minimum. Current first-party and regulatory materials establish a private-fund platform but do not publish one managerwide subscription threshold; private-fund offering and subscription documents control.
- Eligibility
- Open
Walleye Capital
Qualified and institutional investors seeking a multi-strategy platform spanning fundamental equities, quantitative trading, volatility and tactical strategies who can evaluate confidential private-fund terms, leverage and derivatives risk.
- Minimum
- No current public universal Walleye minimum. Walleye's website and current regulatory profile establish private investment vehicles and outside-capital access but do not publish one managerwide subscription threshold; confidential offering documents control.
- Eligibility
- Open
Waverly Advisors
Clients seeking planning and investment management without a firmwide AUM hurdle, including high-net-worth families, family-office users and eligible investors considering private funds who are comfortable with negotiated pricing and minimum annual fees.
- Minimum
- No firmwide AUM minimum. Waverly can instead impose negotiable annual minimum advisory fees, generally $5,000-$20,000 for individual relationships, while retirement-plan arrangements can use different minimum-fee ranges.
- Eligibility
- Open
Wealthspire Advisors
High-net-worth families and other clients seeking integrated planning, portfolio management, separate-account managers, reporting across held-away assets and eligible private-fund access and who are comfortable with negotiated and potentially layered pricing.
- Minimum
- No firmwide relationship minimum. Program-specific minimums can apply, including a $100,000 waivable minimum for the Prosperity service lane; fixed annual arrangements generally reference a $5,000 minimum fee, which is a fee floor rather than an asset minimum.
- Eligibility
- Open
Wefunder
Investors who want relatively small startup allocations through Community Rounds, and accredited investors using private rounds or syndicates.
- Minimum
- Community Round participation is commonly marketed starting around $100, but the exact minimum is offering-specific and there is no universal platform minimum.
- Eligibility
- Open
Welton Investment Partners
Institutional and professional investors, Qualified Purchasers and QEPs seeking systematic trend or multi-strategy global-macro exposure who can support multi-million-dollar minimums, performance fees and derivatives risk.
- Minimum
- No universal Welton minimum. Current program references include approximately $10 million for Welton Global and $25 million for Welton Trend; those figures remain tied to the named programs and must not be collapsed into one managerwide threshold.
- Eligibility
- Open
Whale Rock Capital Management
Qualified investors seeking concentrated global technology, media and telecom exposure across long/short, long-only and late-stage private strategies who can tolerate sector concentration, private-company valuation risk and vehicle-specific liquidity.
- Minimum
- No current public universal Whale Rock minimum. The firm operates multiple private strategies and vehicles, and public Form D or fund records do not establish one managerwide subscription threshold; the applicable private offering documents control.
- Eligibility
- Open
WhiskyInvestDirect
Investors specifically seeking direct physical ownership of wholesale maturing Scotch with transparent buy and sell commissions and comfort with UK legal structures.
- Minimum
- There is no minimum trade amount, but trades occur in whole Litre of Pure Alcohol increments, so an investor needs enough cash to buy at least the available whole-LPA unit at the market price.
- Eligibility
- Open
Willow Wealth (formerly Yieldstreet)
Investors seeking private-market exposure across real estate, private credit, private equity and other alternatives, including managed-portfolio and direct-investment approaches.
- Minimum
- Direct investments typically begin at $5,000 with $1,000 increments (offering-specific); Willow 360 managed portfolios begin at $25,000.
- Eligibility
- Accredited only
Winton Managed Futures Trend Fund
Investors seeking retail-accessible managed futures; investors who prefer mutual-fund daily liquidity; clients who do not qualify for institutional CTA SMAs; portfolios seeking systematic trend exposure; investors comfortable with derivatives and leverage; tax-advantaged accounts where the fund is available.
- Minimum
- Share-class specific and waivable: Class A (EVOAX) currently has a $2,500 initial minimum and $250 subsequent minimum, while Class I (EVOIX) has a $100,000 initial minimum and $250 subsequent minimum. The $100,000 Class I threshold is not the fundwide minimum.
- Eligibility
- Open
WisdomTree Managed Futures Strategy Fund
Investors seeking relatively low-cost, rules-based managed-futures exposure through an ETF across commodities, currencies, equities and rates, with limited bitcoin-related exposure, who prefer exchange-traded liquidity and can tolerate derivatives and model risk.
- Minimum
- No fund-imposed subscription minimum is published for WTMF. As an exchange-traded ETF, investors generally buy shares through a brokerage subject to the share price and any broker-specific fractional-share or order-size rules.
- Eligibility
- Open
Woodline Partners
Qualified investors seeking fundamental global-equity hedge-fund exposure, subsector-specialist research and Woodline or Spire fund access who can tolerate hedging, private-fund terms and vehicle-specific liquidity.
- Minimum
- No current public universal Woodline minimum. Woodline's public site and current regulatory materials establish private-fund access but do not publish one managerwide subscription threshold; the applicable Woodline or Spire fund offering and subscription documents control.
- Eligibility
- Open
Worthy Bonds
Investors who understand unsecured issuer credit risk; investors attracted to small $10 purchase increments; investors who value demand-redemption features; investors seeking private fixed-income exposure outside a conventional brokerage account; non-accredited investors who remain within Regulation A purchase limits; investors willing to monitor issuer financial condition and offering status.
- Minimum
- $10 current bond denomination and minimum purchase reference. Larger platform or offering limits are separate from the minimum and should not be presented as a required starting investment.
- Eligibility
- Open