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HOW WE CURATE PRIVATE MARKETS FOR ADVISORS

Alts Access
Redefined for Advisors

We identify high-performing, under-the-radar investment managers often overlooked by legacy platforms – curating access to differentiated strategies across private markets. Every opportunity is sourced with intention and structured for advisor use.

What We Look For
How We Diligence
Our Selection Process
Customized Allocation

What We Look For

We focus on identifying high-performing, truly differentiated investment managers. Whether through sourcing, structural innovation, or deep domain expertise, we prioritize investment partners with the potential to generate durable alpha and complement traditional portfolios.

Strategy Alignment

We prioritize managers offering differentiated access to strategies that complement traditional portfolios.

Manager Edge

We look for investment teams with sourcing advantages, repeatable processes, and skin in the game.

Performance Durability

We assess whether historical returns reflect a consistent, repeatable approach, rather than isolated outcomes.

Access applies institutional-grade diligence to every product offering on the platform. We combine deep knowledge of capital markets with integrated operational, legal, and risk protocols to ensure every investment opportunity meets our rigorous standards – so advisors can allocate with confidence.

How We Diligence

Sourcing the Right Investment Managers

We search globally for managers who demonstrate exceptional performance potential, differentiated strategy, and operational discipline - prioritizing mid-sized and under-discovered firms.

Independent Operational Due Diligence

We partner with leading ODD providers to evaluate each manager's operational controls, governance, compliance, and business continuity.

Rigorous Institutional Review

Every opportunity undergoes detailed underwriting, risk review, and data analysis - matching the standards of top institutional allocators.

Post-Investment Monitoring

Our diligence doesn’t stop at subscription. We track fund-level performance, operations, and GP communications to ensure ongoing alignment and transparency.

From Complexity to Clarity

We navigate the fragmented world of private markets - translating complexity into curated opportunities advisors can trust.

Our Selection Process

Advisor-Led
Demand

We curate based on real-world advisor input - focusing on the strategies they want and need for client portfolios.

Proven Manager Advantage

We look for managers with a distinct edge - whether through sourcing, execution, or access to overlooked markets.

Deep Strategy Vetting

Each opportunity is thoroughly vetted for performance, structure, and fit - backed by expert analysis, reviews, and external evaluations.

Strong Structural Alignment

Only strategies that work within our scalable feeder fund model - supporting efficient access, liquidity options, and compliance - make it onto the platform.

Customized Allocation

Every advisor and client is different. Access lets you tailor investments across sectors, structures, and strategies- just like institutions do.

Industries

Align with sector themes like healthcare, aviation, or energy

Assets

Choose from private equity, credit, real assets, venture capital, and more

Risk Tolerance

Match Strategies to client risk profiles

Return Profile

Pursue yield, growth, or blended outcomes

Investment Size

Scale allocations to fit any client

Investment Tenor

Select durations from short to long-term

Structure

Streamlined feeder funds built for scale - offering access, efficiency, and liquidity features

A New World of Alternative Investments

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Important Disclosures and Disclaimers

Securities Law Matters

THE SECURITIES REFERENCED ON THIS WEBSITE THAT ARE OR WILL BE AVAILABLE FOR SALE HAVE NOT BEEN, AND WILL NOT BE, REGISTERED UNDER THE SECURITIES ACT OF 1933, AS AMENDED, OR THE SECURITIES LAWS OF ANY STATE, ANDARE BEING, OR WILL BE, OFFERED IN RELIANCE UPON CERTAIN EXEMPTIONS FROM REGISTRATION UNDER SUCH LAWS. SUCH EXEMPTIONS IMPOSE SUBSTANTIAL RESTRICTIONS ON THE SUBSEQUENT TRANSFER OF THESE SECURITIES SUCH THAT AN INVESTOR IN ANY SUCH SECURITIES MAY NOT SUBSEQUENTLY RESELL SUCH SECURITIES SO OFFERED UNLESS THE SECURITIES ARE SUBSEQUENTLY REGISTERED UNDER APPLICABLE FEDERAL AND STATE SECURITIES LAWS OR AN EXEMPTION FROM SUCH REGISTRATION IS AVAILABLE. NEITHER THE UNITED STATES SECURITIES AND EXCHANGE COMMISSION (“SEC”) NOR ANY STATE SECURITIES ADMINISTRATOR HAS APPROVED OR DISAPPROVED, AND WILL NOT APPROVE OR DISAPPROVE, THE SECURITIES REFERENCED HEREIN THAT ARE OR WILL BE AVAILABLE FOR SALE NOR HAS THE SEC OR ANY STATE SECURITIES ADMINISTRATOR PASSED UPON THE ADEQUACY OR ACCURACY OF THE DISCLOSURES CONTAINED OR TO BE CONTAINED IN ANY OFFERING MATERIALS OR THE MERITS OF AN INVESTMENT IN ANY SUCH SECURITIES. ANY REPRESENTATION TO THE CONTRARY IS A CRIMINAL OFFENSE. NO SUCH SECURITIES WILL BE MADE AVAILABLE TO ANY INVESTOR IN ANY STATE OR OTHER JURISDICTION IN WHICH SUCH AN OFFER OR SOLICITATION IS UNLAWFUL OR UNAUTHORIZED.

Risks of Investing

THE SECURITIES REFERENCED ON THIS WEBSITE THAT ARE OR WILL BE AVAILABLE FOR SALE MAY BE HIGHLY SPECULATIVE, AND AN INVESTMENT IN ANY OF THE SECURITIES OFFERINGS MADE AVAILABLE ON THIS WEBSITE MAY INVOLVE A HIGH DEGREE OF RISK. AN INVESTOR ACQUIRING ANY SUCH SECURITIES MUST BE ABLE TO BEAR THE ECONOMIC RISK OF ANY LOSSES RELATING THERETO, INCLUDING THE COMPLETE LOSS THEREOF. AS WELL, SUCH SECURITIES ARE HIGHLY ILLIQUID AND MAY NOT BE TRANSFERABLE, SO AN INVESTOR IN SUCH SECURITIES MUST BE PREPARED TO HOLD SUCH SECURITIES TO MATURITY OR FINAL LIQUIDATION. EACH PROSPECTIVE INVESTOR IN ANY SUCH SECURITY SHOULD (I) CONDUCT ITS OWN ANALYSIS AND INVESTIGATION OF THE RISKS AND UNCERTAINTIES ASSOCIATED WITH SUCH SECURITY, (II) ASSESS THE PARTICULAR FEES, CHARGES AND EXPENSES ASSOCIATED WITH SUCH SECURITY AND (III) CONSULT WITH ITS OWN ATTORNEY, BUSINESS ADVISER AND/OR TAX ADVISER CONCERNING LEGAL, BUSINESS, TAX AND ASSOCIATED MATTERS RELATING TO AN INVESTMENT IN ANY SUCH SECURITIES, IN EACH CASE PRIOR TO THE MAKING OF SUCH AN INVESTMENT.AN INVESTOR CONSIDERING AN INVESTMENT IN ANY OF THE SECURITIES THAT ARE OR WILL BE AVAILABLE FOR SALE ON THIS WEBSITE SHOULD CONSIDER SUCH AN INVESTMENT ONLY AS PART OF ITS OVERALL INVESTMENT STRATEGY RELATIVE TO ITS ENTIRE PORTFOLIO OF INVESTMENTS, KEEPING IN MIND THE BENEFITS OF DIVERSIFICATION.

Nature of Investment

THE SECURITIES REFERENCED ON THIS WEBSITE THAT ARE OR WILL BE AVAILABLE FOR SALE WILL BE OFFERED AS PRIVATE PLACEMENTS. PRIVATE PLACEMENTS ARE NOT BANK DEPOSITS (AND ARE THUS NOT INSURED BY THE FDIC). NONE OF SUCH SECURITIES ARE GUARANTEED BY ACCESS OR ANY OTHER PARTY (UNLESS EXPRESSLY PROVIDED IN THE RELATED PRIVATE PLACEMENT MEMORANDUM OR OTHER DISCLOSURE DOCUMENT).

Qualified Investors

THE SECURITIES REFERENCED ON THIS WEBSITE THAT ARE OR WILL BE AVAILABLE FOR SALE ARE DIRECTED ONLY TO, AND MAY BE PURCHASED ONLY BY, INVESTORS WHICH QUALIFY AS “ACCREDITED INVESTORS.”Not an Offer to Sell or Solicitation; No Recommendation or AdviceTHE REFERENCING OF ANY SECURITIES ON THIS WEBSITE OR ANY OTHER COMMUNICATION RECEIVED FROM ACCESS: (I) DOES NOT AND WILL NOT CONSTITUTE AN OFFER TO SELL OR A SOLICITATION OF AN OFFER TO BUY ANY OF SUCH SECURITIES; AND (II) DOES NOT CONSTITUTE, AND IS NOT TO BE CONSTRUED AS, A RECOMMENDATION BY ACCESS TO PURCHASE, SELL OR HOLD ANY SUCH SECURITY, OR OTHERWISE BE CONSTRUED AS ANY INVESTMENT, TAX, FINANCIAL, LEGAL, REGULATORY OR COMPLIANCE ADVICE . ALL SUCH SECURITIES ARE SUBJECT TO THE OFFERING MATERIALS MADE OR TO BE MADE AVAILABLE TO INTERESTED AND QUALIFYING INVESTORS. THE INFORMATION CONTAINED ON THIS WEBSITE AS RELATES TO ANY PARTICULAR SECURITY IS OF A GENERAL AND SUMMARY NATURE ONLY, AND IS INTENDED FOR INITIAL REFERENCE PURPOSES ONLY; SUCH SUMMARY INFORMATION IS ENTIRELY QUALIFIED BY AND SUBJECT TO THE COMPLETE INFORMATION CONTAINED IN THE RELATED PRIVATE PLACEMENT MEMORANDUM (WHICH, IN TURN, IS SUBJECT TO THE CAVEATS AND QUALIFICATIONS CONTAINED IN SUCH PRIVATE PLACEMENT MEMORANDUM).ProjectionsANY FINANCIAL PROJECTIONS OR PROJECTED RETURNS SHOWN ON THIS WEBSITE ARE ESTIMATED PREDICTIONS OF PERFORMANCE ONLY, ARE HYPOTHETICAL, ARE NOT BASED ON ACTUAL INVESTMENT RESULTS AND ARE NOT GURANTEES OF FUTURE RESULTS. ESTIMATED PROJECTIONS DO NOT REPRESENT OR GUARANTEE THE ACTUAL RESULTS OF ANY INVESTMENT TRANSACTION, AND NO REPRESENTATION IS MADE BY ACCESS THAT ANY TRANSACTION WILL, OR IS LIKELY TO, ACHIEVE RESULTS OR RETURNS SIMILAR TO THOSE SHOWN. ADDITIONALLY, OTHER FINANCIAL INFORMATION AND CALCULATIONS SHOWN ON THIS WEBSITE HAVE NOT BEEN INDEPENDENTLY VERIFIED OR AUDITED. INVESTMENT INFORMATION CONTAINED ON THIS WEBSITE HAS BEEN SOURCED FROM SOURCES (INCLUDING INTERNALLY AT ACCESS) THAT ACCESS BELIEVES TO BE RELIABLE, BUT ACCESS NEITHER MAKES ANY REPRESENTATION OR WARRANTY AS TO THE ACCURACY THEREOF AND DOES NOT ACCEPT ANY LIABILITY THEREFOR.

Performance Not Guaranteed

PAST PERFORMANCE IS NO GUARANTEE OF FUTURE RESULTS. ANY HISTORICAL RETURNS, EXPECTED RETURNS, OR PROBABILITY PROJECTIONS ARE NOT GUARANTEED AND MAY NOT REFLECT ACTUAL FUTURE PERFORMANCE.

General Matters

ANY SECURITIES REFERENCED HEREIN THAT ARE OR WILL BE AVAILABLE HEREUNDER ARE (OR WILL BE) OFFERED SUBJECT TO PRIOR SALE. WE RESERVE THE RIGHT, IN OUR DISCRETION, (I) TO WITHDRAW OR MODIFY ANY SUCH OFFERING WITHOUT PRIOR NOTICE, (II) TO REJECT ANY SUBSCRIPTION IN WHOLE OR IN PART OR (III) TO ALLOT TO ANY PROSPECTIVE INVESTOR A LESSER NUMBER OF OFFERED SECURITIES THAN SOUGHT TO BE PURCHASED BY SUCH INVESTOR. ALL SECURITIES REFERENCED HEREIN THAT ARE OR WILL BE AVAILABLE HEREUNDER WILL BE SUBJECT TO A CONFIDENTIAL PRESENTATION, WHICH IS OR WILL BE SUBMITTED ON A CONFIDENTIAL BASIS SOLELY IN CONSIDERATION OF THE PURCHASE OF THE SECURITIES DESCRIBED THEREIN IN A PRIVATE PLACEMENT. THE ACCEPTANCE OF A CONFIDENTIAL PRESENTATION CONSTITUTES AN AGREEMENT ON THE PART OF THE RECIPIENT THEREOF AND THE RECIPIENT’S REPRESENTATIVES TO MAINTAIN THE CONFIDENTIALITY OF THE INFORMATION CONTAINED THEREIN. ANY REPRODUCTION OF A CONFIDENTIAL PRESENTATION, IN WHOLE OR IN PART, OR ANY DISCLOSURE OF ITS CONTENTS, IN WHOLE OR IN PART, WITHOUT THE PRIOR WRITTEN CONSENT OF ACCESS ALTERNATIVE INVESTMENTS, INC., IS PROHIBITED . THE USE OF ANY CONFIDENTIAL PRESENTATION FOR ANY PURPOSE OTHER THAN AN INVESTMENT IN THE SECURITIES DESCRIBED THEREIN IS NOT AUTHORIZED AND IS PROHIBITED. ACCESS IS NOT A REGISTERED BROKER-DEALER AND DOES NOT MAKE ANY REPRESENTATION OR WARRANTY TO ANY PROSPECTIVE INVESTOR REGARDING THE LEGALITY OF ANY INVESTMENT.NEITHER ACCESS NOR ANY OF ITS SERVICE PROVIDERS PROVIDES OR SELLS ANY INFORMATION GATHERED BY IT TO ANY THIRD PARTY.

Copyright © 2025 Access Alternative Investments, Inc.

Address: 515 East Las Olas Blvd., Suite 920 Fort Lauderdale, FL 33301

Copyright © 2025 Access Alternative Investments, Inc.

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