As a leader in providing our clients with alternative investments, we are currently offering access to six private companies through individual funds created by AG Dillon & Co. The companies are SpaceX, Xai, Groq, Together AI, Anduril and Lambda Labs.
You must be an accredited investor as defined by the SEC in order to access these funds, and priority is given to our current clients.
Although we see the potential for meaningful returns in strategies like these, they should only be considered in the context of a total portfolio, and then, as a limited allocation after thoroughly evaluating the potential for gains and losses. As venture investments, it is possible that any of these companies could go bankrupt or experience significant losses. However, given the upside potential, they may be worth considering.
As with all investment decisions, please discuss this with your financial advisor prior to investing. If you don't currently work with an advisor who offers opportunities such as this, feel free to reach out to us and have a conversation. We'll be happy to accommodate you to the degree that we are able.
I have created a dedicated page to provide additional details on these funds, including third-party reports.
You can access it here:
Best regards,
Doug Kinsey, CFP, CIMA
Chief Investment Officer