Investment approach
A connected approach.
Built for the long term.
Access, diversification, and a research-led private markets portfolio.
01 / Why alternatives
Private markets.
A broader toolkit.
The objective of Advisor Linx is to create access for advisors' clients to easily invest in a diversified private markets vehicle that will offer limited liquidity, minimize documentation, have transparent reporting, and is fully vested on investment.
02 / Access and diversification
One portfolio.
Many sources of return.
Access to private markets has increased dramatically over the last decade. Advisor Linx Private Strategies Fund is designed as an access and diversification solution for private asset investing.
Affluent investors $500k – $3M
PE / PC / RE / Infra / Hedge
Accredited / Qualified Purchaser access
Expanded sourcing and due diligence
Enhanced valuation oversight
Clearly defined expected investor hold periods and fund capital disbursements
03 / Research process
Manager selection
sits at the center.
Fund investment decisions consider how each new holding helps achieve the Fund’s objectives of diversification, income, and growth. Manager selection matters: dispersion across alternative strategies is wide, which is why diligence sits at the center of the process.
04 / Proposed structure
A clear allocation
across private markets.
05 / Asset allocation
How the portfolio
is constructed.
The objective of the Fund and the Advisor is to create a diversified portfolio that can compete with S&P yield and short-term rates but provide asset growth through operational efficiencies, buyouts, and value-add assets. Income & Growth: “AND” not “OR.”
| Asset Class | Allocation | Distribution Yield IRR | Value-Add IRR | Total IRR | 7 Year MOIC |
|---|---|---|---|---|---|
| Liquidity | 10% | 3.50% | 0 | 3.50% | 1.272 |
| Private Equity | 25% | 0 | 12.5% | 12.50% | 2.281 |
| Private Credit | 15% | 7% | 3.0% | 10.00% | 1.949 |
| Private REIT (Core + Value Add) | 20% | 5.50% | 6.5% | 12.00% | 2.211 |
| Infrastructure | 20% | 3% | 9.5% | 12.50% | 2.281 |
| Hedge Fund | 10% | 0 | 7.0% | 7.00% | 1.606 |
| Total | 3.10% | 7.48% | 10.58% | 2.049 |
06 / Fee conscious
Fund of funds,
without the extra layer.
We believe disciplined fee management is an important component of delivering long-term shareholder value. Our objective is to ensure that every layer of fees is justified by the value it provides to investors.
Our Promise as Advisors
Due diligence above all — managers, fee analysis, investment criteria, and liquidity.
Negotiate fee waivers and/or incentive discounts on private funds.
Make sure fund investments receive preferred returns before GP incentives.
Our Promise as Fund Managers
Management fee (1%) to reflect a full-scale fund — no high up-front fees with AUM breakpoints.
Expense cap measures (2.2%) to ensure initial investors don't carry the burden of fund startup costs.
All investment fee reductions or incentives will only be received by the Fund and not the Advisor.
The conversation starts here
Let’s open the door
to what comes next.
To request fund materials or speak with the Advisor Linx team, use the form below or reach us at one of the corporate locations.