Featured In
We provide exclusive access to rigorously due-diligenced opportunities at minimums your clients can handle (starts at $10k)
Automated subscription process and integrations with custodians and performance reporting systems
Stay ahead of the rising demand for unique and tax advantage investments
WHY PRIVATE MARKET INVESTMENTS
Private markets can create smoother and more consistent outcomes for clients. They also reduce your firm’s revenue volatility.
The Traditional Portfolio represents a custom blend calculated by Citizen Mint of the S&P 500 Index and Bloomberg US Aggregate Bond Index from Q3 2002 to Q3 2022 at different stock and bond weightings (increments of 10%). Financial indices assume the reinvestment of dividends and do not reflect the impact of fees, taxes and other expenses. Indices are unmanaged, and you cannot make a direct investment in an index. Indices data was reviewed and aggregated from Ycharts.
The net annualized IRR for an allocation to private capital funds is based on an endowment style allocation methodology determined by Citizen Mint. It consists on
a custom blend of historical performance data calculated by Citizen Mint. Allocations
to private market assets classes were as follows: private credit (25%), private infrastructure (25%), private real estate (25), US private equity (17.5%), and US venture capital (7.5%). Data sources for each of these asset classes were as follows: private credit – Cliffwater Direct Lending Index Q3 2002 to Q3 2022, private infrastructure – Burgess / Cohen & Steers Q3 2002 to Q3 2022, private real estate/US private equity/US venture capital – Cambridge Associates Q3 2002 to Q3 2022. The calculation takes a proportionate allocation from bonds and stocks when allocating to privates. All calculations are based on unaudited internal calculations and are subject to change. Numbers represented are rounded to the nearest decimal.
WHY PRIVATE MARKET INVESTMENTS
Private markets can create smoother and more consistent outcomes for clients. They also reduce your firm’s revenue volatility.
The Traditional Portfolio represents a custom blend calculated by Citizen Mint of the S&P 500 Index and Bloomberg US Aggregate Bond Index from Q3 2002 to Q3 2022
at different stock and bond weightings (increments of 10%). Financial indices assume the reinvestment of dividends and do not reflect the impact of fees, taxes and other expenses. Indices are unmanaged, and you cannot make a direct investment in an index. Indices data was reviewed and aggregated from Ycharts.
The net annualized IRR for an allocation to private capital funds is based on an endowment style allocation methodology determined by Citizen Mint. It consists on a custom blend of historical performance data calculated by Citizen Mint. Allocations to private market assets classes were as follows: private credit (25%), private infrastructure (25%), private real estate (25), US private equity (17.5%), and US venture capital (7.5%). Data sources for each of these asset classes were as follows:
private credit – Cliffwater Direct Lending Index Q3 2002 to Q3 2022, private infrastructure – Burgess / Cohen & Steers Q3 2002 to Q3 2022, private real
estate/US private equity/US venture capital – Cambridge Associates Q3 2002 to Q3 2022. The calculation takes a proportionate allocation from bonds and stocks when allocating to privates. All calculations are based on unaudited internal calculations and are subject to change. Numbers represented are rounded to the nearest decimal.
WHY PRIVATE MARKET INVESTMENTS
Private markets can create smoother and more consistent outcomes for clients. They also reduce your firm’s revenue volatility.
The Traditional Portfolio represents a custom blend calculated by Citizen Mint of the S&P 500 Index and Bloomberg US Aggregate Bond Index from Q3 2002 to Q3 2022
at different stock and bond weightings (increments of 10%). Financial indices assume the reinvestment of dividends and do not reflect the impact of fees, taxes and other expenses. Indices are unmanaged, and you cannot make a direct investment in an index. Indices data was reviewed and aggregated from Ycharts.
The net annualized IRR for an allocation to private capital funds is based on an endowment style allocation methodology determined by Citizen Mint. It consists on
a custom blend of historical performance data calculated by Citizen Mint. Allocations to private market assets classes were as follows: private credit (25%), private infrastructure (25%), private real estate (25), US private equity (17.5%), and US venture capital (7.5%). Data sources for each of these asset classes were as follows:
private credit – Cliffwater Direct Lending Index Q3 2002 to Q3 2022, private infrastructure – Burgess / Cohen & Steers Q3 2002 to Q3 2022, private real
estate/US private equity/US venture capital – Cambridge Associates Q3 2002 to Q3 2022. The calculation takes a proportionate allocation from bonds and stocks when allocating to privates. All calculations are based on unaudited internal calculations and are subject to change. Numbers represented are rounded to the nearest decimal.



Real Estate
Infrastructure
Private Equity
Private Credit
Venture Capital
Diversified Alternative Funds
Natural Resources
Beyond no conflicts of interest, we have much lower minimums than almost all other platforms in the market. Further, we are able to work with advisors to creatively set our research agenda for new investment opportunities based on their clients demand for impact opportunities (i.e. climate change, affordable/workforce housing, sustainability, community development, etc.).
There are no fees to the advisor for utilizing the Citizen Mint platform.
Fees on the Citizen Mint platform range from 0.7% – 1.5% and can be tiered down based on total assets allocated from your firm. Citizen Mint looks to actively negotiate with managers and sponsors on behalf of our investors to provide the lowest overall fee structure on any deal we underwrite and add to the platform.
We are actively working to add performance reporting capabilities for each wealth manager we bring on the platform. Given the numerous systems in the market we work on this process on a case by case basis but would expect to have a new system implemented and able to report on performance of investments within a quarter of joining the platform.
A big difference for Citizen Mint compared to other platforms in the market such as iCapital or CAIS is that we are never compensated by the managers or sponsors when selecting investments. We believe this inherently biases the process and leads to adverse selection of managers that are the biggest or provide the most compensation for promoting their products. This allows us to have the best manager line-up available and significantly increases the available universe as many managers will not participate on these platforms.
Sign up now to access private market investments on Citizen Mint’s platform.