For advisors
Asset allocation planner
Model a private markets sleeve next to a traditional portfolio. Enter a client's portfolio value, pick a goal, and set risk and time horizon. The mix across private equity, venture, real estate, infrastructure, and private credit updates as you go.
Willingness and ability to take risk, including how they respond to volatility.
When they may need liquidity. Not necessarily age. Growing capital for heirs can mean low liquidity needs.
15% in private markets across 4 asset classes.
15%
Private markets
Asset class breakdown
- US private equity$15,000 3%
- US venture capital$0 0%
- Real estate$20,000 4%
- Private infrastructure$20,000 4%
- Private credit$20,000 4%
Disclosure. This tool is solely for informational use. Do not interpret any information provided as financial guidance or an endorsement to purchase securities listed on Citizen Mint. By using this tool, Citizen Mint does not assume any fiduciary responsibilities. The data given is broad in scope and does not consider individual or entity-specific circumstances. It is your responsibility to assess the benefits and potential risks of this information before making decisions based on it.
On the platform
Access to private market investments
Curated managers
Access to fund managers selected for the platform.
Accessible minimums
Minimums sized for advisor implementation, not an internal alternatives desk.
Subscribe in minutes
Digital subscription so the operational load does not sit on your team.
Investment objectives
Evaluate investment opportunities against income, growth, and diversification objectives.
Walk through the platform in 15 minutes
A short walk-through of how advisors implement a private markets sleeve on Citizen Mint.