Advisors / 20 Years of Thematic Investing

Join Our Network of Advisors Who Provide Access to Unique Alternatives For Their Clients

2200 +

Investors across
13 countries

80 +

Fund
Vehicles

20 +

Years in
Business

$ 4 +

Billion in
Assets

1

Global network
of investors

How is the Smart Money Allocated?

Asset Allocation, % of total

Source: KKR, The Wisdom of Compounding Capital report, February 2021.
Note: Not exact due to rounding. Data December 31, 2020. Source: Willis Towers Watson, Bank of NY/Mellon, HNW represents the averages of published target asset allocation recommendations for a moderate portfolio from investment management divisions of leading

Three Steps to Exclusive Access

Step One

Step One

Schedule a call with a member of the Advisor support team

Step Two

Step Two

Gain exclusive access to CAZ opportunities, performance and video presentations

Step Three

Step Three

Our automated documentation process simplifies the Advisor experience

  • Step One

    Step One

    Schedule a call with a member of the Advisor support team

  • Step Two

    Step Two

    Gain exclusive access to CAZ opportunities, performance and video presentations

  • Step Three

    Step Three

    Our automated documentation process simplifies the Advisor experience

Lower Risk, Higher Return

Adding Private Equity to a Traditional Portfolio has been a wise move.

Sources: Bloomberg, Cambridge Associates. Blended portfolio returns over preceding 30-year period, ending September 30, 2021. Assumes quarterly rebalancing to the stated allocation. Bonds = Bloomberg U.S. Aggregate Bond Index. Stocks = S&P 500 Total Return Index.

Exclusive Access to Unique Alternatives

Our personal capital is always invested alongside yours.