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How can Registered Investment Advisors purchase private placements for multiple clients?

April 26, 2017advisors clients Investment placements private purchase registered

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How can Registered Investment Advisors purchase private placements for multiple clients?

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DPEC Partners can assist you in setting up your own private equity portfolio for multiple clients through our Limited Liability Corporation (LLC) program. By creating your own Investment LLC or “fund” you will be able to purchase quality private equity offerings for several clients under one legal entity with full discretion over the minimum investment amounts. This type of arrangement also entitles you to a standard management fee and, in some cases, a performance allocation (“carried interest”). To learn more about this special program please call 866-960-7700.