KPC Private Funds Platform

KPC works with #independentwealthadvisors to thoughtfully integrate #privatefunds into their portfolios. We are a Registered Investment Advisor with the U.S. SEC, created to be a conflict-free, business-to -business solution for the wealth advisory community. KPC curates 15-20 best ideas in the private markets and offers advisors the ability to customize them to a clients specific investing needs. Advisors can customize a portfolio of private funds to their unique client needs. We consolidate all reporting (k-1, monthlies) and report to your custodians and tech providers. #privatefunds #wealthadvisors https://lnkd.in/e2mq5pMQ Important Disclosures: https://lnkd.in/ebEDWwEQ

Kelly Park Capital works with #independentwealthadvisors to thoughtfully integrate #privatefunds into their portfolios. We are a Registered Investment Advisor with the U.S. SEC, created to be a conflict-free, business-to -business solution for the wealth advisory community. KPC curates 15-20 best ideas in the private markets and offers advisors the ability to customize them to a clients specific investing needs. Advisors can customize a portfolio of private funds to their unique client needs. We consolidate all reporting (k-1, monthlies) and report to your custodians and tech providers. #privatefunds #wealthadvisors https://lnkd.in/e2mq5pMQ Important Disclosures: https://lnkd.in/ebEDWwEQ

KPC works #independentwealthadvisors to thoughtfully integrate #privatefunds into their portfolios. We are a Registered Investment Advisor with the U.S. SEC, created to be a conflict-free, business-to -business solution for the wealth advisory community. KPC curates 15-20 best ideas in the private markets and offers advisors the ability to customize them to a clients specific investing needs. Advisors can customize a portfolio of private funds to their unique client needs. We consolidate all reporting (k-1, monthlies) and report to your custodians and tech providers. #privatefunds #wealthadvisors https://lnkd.in/e2mq5pMQ Important Disclosures: https://lnkd.in/ebEDWwEQ

KPC works #independentwealthadvisors to thoughtfully integrate #privatefunds into their portfolios. We are a Registered Investment Advisor with the U.S. SEC, created to be a conflict-free, business-to -business solution for the wealth advisory community. KPC curates 15-20 best ideas in the private markets and offers advisors the ability to customize them to a clients specific investing needs. Advisors can customize a portfolio of private funds to their unique client needs. We consolidate all reporting (k-1, monthlies) and report to your custodians and tech providers. #privatefunds #wealthadvisors https://lnkd.in/e2mq5pMQ Important Disclosures: https://lnkd.in/ebEDWwEQ

KPC works #independentwealthadvisors to thoughtfully integrate #privatefunds into their portfolios. We are a Registered Investment Advisor with the U.S. SEC, created to be a conflict-free, business-to -business solution for the wealth advisory community. KPC curates 15-20 best ideas in the private markets and offers advisors the ability to customize them to a clients specific investing needs. Advisors can customize a portfolio of private funds to their unique client needs. We consolidate all reporting (k-1, monthlies) and report to your custodians and tech providers. #privatefunds #wealthadvisors https://lnkd.in/e2mq5pMQ Important Disclosures: https://lnkd.in/ebEDWwEQ

KPC works #independentwealthadvisors to thoughtfully integrate #privatefunds into their portfolios. We are a Registered Investment Advisor with the U.S. SEC, created to be a conflict-free, business-to -business solution for the wealth advisory community. KPC curates 15-20 best ideas in the private markets and offers advisors the ability to customize them to a clients specific investing needs. Advisors can customize a portfolio of private funds to their unique client needs. We consolidate all reporting (k-1, monthly reporting) and report to your custodians and tech providers. #privatefunds #wealthadvisors https://lnkd.in/e2mq5pMQ Important Disclosures: https://lnkd.in/ebEDWwEQ

Why Are Advisors Turning To Private Market Investments? According to a recent survey conducted by Blackstone of 450 Advisors, 90% of whom already allocate to private investments and 70% having invested 5% or more of client portfolios. The rational behind their investment decision was based on: 71% - Diversification 13% - Lower Volatility 11% - Higher Returns 5% - Increased Income When it comes to manager and fund selection, the factors that mattered most were: 47% - Manager Track Record 26% - Risk/Return Profile 13% - Underlying Investments This is another study showing the shift of advisors moving towards allocation models utilized by endowments and family offices who, on average, allocate over 50% and 20% to the private markets respectively. About KPC Private Funds Platform: KPC works with #independentwealthadvisors to thoughtfully integrate #alternativeinvestments into their portfolios. We are a Registered Investment Advisor with the U.S. SEC, created to be a conflict-free, business-to-business solution for the wealth advisory community. KPC curates 15-20 best ideas in the private markets and empowers financial advisors with the ability to customize them to their clients' specific investing needs. KPC consolidates all reporting (k-1, monthly reporting) and is on statement at most major custodians and technology reporting platforms. #privatefunds #uncorrelated #rias #wealthadvisors https://hubs.li/Q02GKv3P0 Important Disclosures: https://hubs.li/Q02GKP3l0

KPC Private Funds Platform Would Like To Wish Everyone A Very Happy 4th of July! About KPC Private Funds Platform: KPC works with #independentwealthadvisors to thoughtfully integrate #alternativeinvestments into their portfolios. We are a Registered Investment Advisor with the U.S. SEC, created to be a conflict-free, business-to-business solution for the wealth advisory community. KPC curates 15-20 best ideas in the private markets and empowers financial advisors with the ability to customize them to their clients' specific investing needs. KPC consolidates all reporting (k-1, monthly reporting) and is on statement at most major custodians and technology reporting platforms. #privatefunds #uncorrelated #rias #wealthadvisors https://hubs.li/Q02FdSqS0 Important Disclosures: https://hubs.li/Q02Ff3dm0

Study Shows Younger High Net Worth Investors Prefer Alternatives A recent survey conducted by BofA found that 72% of high net worth clients under 44 believe above average investment returns from traditional stock and bond allocations is no longer possible. This compares to just 28% of older investors. Six investment options topped traditional stock and bond strategies when it comes to the greatest perceived opportunities for growth, according to the younger HNW investors: 31% Real Estate 28% Crypto/Digital 26% Private Equity 24% Personal Company/Brand 22% Direct Investments 21% Companies focused on positive impact The survey also showed that interest in alternatives spreads across all risk tolerances from aggressive to conservative with 93% of young investors saying they are likely to make more alternative investments in the coming years. Reasons for the generational split: Younger investors grew up during the bear market of 2000-2002 and witnessed the 50% stock pullback during 2008-2009. Sources of information have shifted; 48% of younger investors get their financial content from social media compared to the older generations relying on online articles (55%) and newspapers (35%). About KPC Private Funds Platform: KPC works #independentwealthadvisors and select families to thoughtfully integrate #alternativeinvestments into their portfolios. We are a Registered Investment Advisor with the U.S. SEC, created to be a conflict-free, business-to -business solution for the wealth advisory community. KPC curates 15-20 best ideas in the private markets and offers advisors the ability to customize them to a clients specific investing needs. Advisors can customize a portfolio of private funds to their unique client needs. We consolidate all reporting (k-1, monthly reporting) and report to your custodians and tech providers. #privatefunds #uncorrellated #rias #wealthadvisors #WMEDGE https://hubs.li/Q02Dbwf20 Important Disclosures: https://hubs.li/Q02DbGhd0

Survey Shows Most Advisors Plan to Increase Private Market Allocations in 2024. A recent survey from Hamilton Lane revealed that 70% of Financial Advisors are planning to increase private market allocations in 2024. Other finding from the survey include: - 90% of respondents currently allocate to the private markets with 99% planning to continue. - 52% plan to allocate more than 10% of client portfolios to alternatives. - 50% of advisors view their clients as beginners and/or having little to no knowledge of alternative investments. Only 4% viewed their clients knowledge of alternatives as advanced. The survey results shows continued and growing interest in the private markets but highlights the need for an increase in education and thought leadership that will benefit both advisors and their clients. About KPC Private Funds Platform: KPC works #independentwealthadvisors and select families to thoughtfully integrate #alternativeinvestments into their portfolios. We are a Registered Investment Advisor with the U.S. SEC, created to be a conflict-free, business-to -business solution for the wealth advisory community. KPC curates 15-20 best ideas in the private markets and offers advisors the ability to customize them to a clients specific investing needs. Advisors can customize a portfolio of private funds to their unique client needs. We consolidate all reporting (k-1, monthly reporting) and report to your custodians and tech providers. #privatefunds #uncorrellated #rias #wealthadvisors https://hubs.li/Q02Cq7vp0 Important Disclosures: https://hubs.li/Q02Cq64r0