Hedge funds access can be direct, or through one of our platform partners:
CAIS, ICapital Network, Gemini Platform, Crystal Capital, and Directed Investments.
Private Credit includes middle market, platform, and hard money.
Directed, syndicated, partnership, fund, and REIT holdings can be tracked and reported on through the PAP.
Private Equity:
Track capital commitments, capital drawn, allocations by manager, risk, strategy, and type.
Advisory services provided by Axxcess Wealth Management, LLC (AWM), an Investment Adviser registered with the SEC. Advisory services are only offered to clients or prospective clients where Axxcess Wealth Management, LLC and its Investment Advisor Representatives are properly licensed or exempt from registration.Securities are offered by Arete Wealth Management, LLC member FINRA, SIPC, NFA.
Axxcess offers advisory services independent of Arete. Neither firm is affiliated.