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Investment Strategy

Private Markets Investment Strategy

Private equity, venture, and credit opportunities for qualified clients, offered selectively after due diligence.

Overview

Many investment opportunities never trade on a public exchange. For qualified clients (typically those with over $3 million invested), Rubric may offer access to alternative investments such as hedge fund-of-funds, venture capital funds, secondary private company shares, private equity, and private credit.

These opportunities carry elevated risks including illiquidity, long-term commitments, valuation subjectivity, and potential for total loss. Participation is optional and subject to Rubric’s evaluation of your overall financial profile, including liquidity needs, risk tolerance, and portfolio balance. Alternative investments are generally available only to qualified clients and qualified purchasers as defined under applicable securities laws.

What it involves

Offered selectively, only where they fit your liquidity needs.

Private Equity & Venture Capital

Fund-of-funds, venture funds, and secondary private company shares.

Private Credit

Credit allocations intended to provide income and diversification beyond traditional fixed income. Credit and default risk apply.

Rigorous Due Diligence

Every manager and deal is evaluated on track record, alignment of interests, and investment thesis quality.

Whole-Portfolio Fit

Private allocations are sized and selected in the context of your full portfolio, balancing liquidity, risk, and return.

Common questions

Who can invest in private markets through Rubric Advisors?

Personal Advisor clients who are qualified clients, typically those with over $3 million invested, may be offered access to alternatives such as private equity, venture capital funds, private credit, hedge fund-of-funds, and secondary private company shares. These are not available through the Digital Advisor or non-discretionary management. Participation is optional and subject to our evaluation of your overall financial profile.

What are the risks of private investments?

They carry elevated risks, including illiquidity, long-term commitments, subjective valuations, and the potential for total loss. Private funds also charge their own fees and expenses, which you bear in addition to our advisory fee.

Next step

Is a private allocation right for you?

Let’s discuss whether one fits your liquidity needs and risk tolerance.

Talk to an Advisor Not sure where to start?

Related Strategies & Tools

Public Markets Retirement Planning Asset Class Explorer Risk Assessment

Related guides

Accredited Investor Status: Who Qualifies and What It Means

An accredited investor meets SEC income, net worth, or license tests that allow buying certain private, unregistered securities.

Alternative Investment Due Diligence: What to Check Before Committing

Due diligence on a private fund reviews the manager, fees, liquidity terms, operations, legal documents, and tax effects before any capital is committed.

Alternative Investments: A Plain-English Primer

Alternative investments are assets beyond public stocks, bonds, and cash, such as private equity, private credit, and real estate, with less liquidity.

Angel Investing in Startups: Risks, Access, Terms, and Sizing

Angel investing means buying stakes in early-stage private companies; most return little or nothing, cash is locked up for years, and access is limited.

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