Research the fund
Strategy, fees and liquidity
Solutions for Advisors
Diversification.
Beyond the public markets.
Alts Custodian partners with financial advisors to unlock the power of private markets—delivering advisor-friendly solutions that enhance portfolios, improve outcomes, and drive long-term value.
New · ALTS Portfolio Modeling™
From fund research to portfolio decisions.
Explore how researched private funds fit alongside public investments in your client’s portfolio.
Compare allocations
Private and public investments
Explore scenarios
Market conditions and capital needs
Managers represented in our fund research
- StepStone
- ARK
Research coverage varies by fund.
OUTSOURCED INVESTMENT EXPERTISE
Add a dedicated alternatives resource to your investment team.
Alts Custodian can work alongside your CIO, investment committee, and advisors—providing ongoing support across alternatives strategy, manager research, due diligence, portfolio construction, investment committee work, and monitoring.
Explore Outsourced Director of Alternatives →
Built for advisors. Focused on you.
How private markets are different.
We have a long, hands-on history working alongside financial advisors, speaking your language, and building solutions that are intuitive, efficient, and tailored to the way you work.
Public and private markets together
While many advisors come from a deep background in public markets, today’s investment landscape is evolving. More professionals are embracing the power of combining private and public markets to build stronger, more resilient portfolios.
Closer to fundamentals
Private market investments are valued closer to intrinsic value—supported by real, underlying cash flow. This transparency and connection to fundamentals create a more accurate reflection of true value over time.
Our approach. Your advantage.
Portfolio infrastructure designed for advisor workflows.
We understand the evolving needs of advisors. Our mission is to make private markets accessible, transparent, and actionable—so you can deliver more value to your clients.
Deep industry knowledge
Decades of experience in private markets give us the insight to evaluate opportunities, mitigate risk, and support advisor success.
Advisor-friendly solutions
We simplify access, documentation, and reporting so you can confidently offer private markets to your clients.
Seamless integration
Our platform integrates with leading wealth management systems to streamline workflows and reporting.
Partner, not compete
We complement the custodial world—empowering you to expand client outcomes and grow your practice.
Why advisors need private markets in portfolios
Uncorrelated balance for modern portfolios.
Private markets create a powerful, uncorrelated and counter-cyclical balance to traditional public market investments. They enhance portfolio efficiency, improve risk-adjusted returns, and add two critical advantages.
Increasing returns
Private markets are generally considered riskier—and historically have delivered approximately 50% higher returns than public markets over the long run.* While short-term performance can vary with market cycles, long-term data consistently shows that smartly selected private investments outperform.
Income generation
Certain private market asset classes—like real estate—provide consistent, contractual income streams not typically found in public markets. By incorporating quality real estate and other income-producing assets, advisors can enhance portfolio performance through steady cash flow.
*Performance varies by asset class, manager, vintage year, fees, liquidity, and market conditions. No return outcome is guaranteed.
Private markets, made actionable
Built to expand what advisors can deliver.
Alts Custodian combines operational infrastructure, private market knowledge, and advisor-first workflows so you can expand beyond public markets without adding unnecessary complexity.
Alts Custodian
Infrastructure
Infrastructure
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Advisor-First
Workflows
Workflows
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Value
Value
Private markets, made actionable for advisors.
Accessible, transparent solutions that help advisors enhance portfolios, improve outcomes, and drive long-term value.