Private Market Investments Guide

Private investments are increasingly an area of focus for advisors and their clients as a way to diversify beyond public markets, while accessing institutional-quality opportunities with meaningful impact potential.

What's inside

Private markets were long the territory of pension funds, foundations, and endowments, largely because of high minimums, long holding periods, and the depth of due diligence involved. This guide is a primer on what private investments are, how they differ from public markets, and how access has broadened to include individual investors.

It is a practical starting point for advisors who are new to the asset class, or who want a plain-language resource to share with clients. Each investment type is explained in simple terms and paired with an illustrative example.

Inside, you will find:

• A clear definition of a private investment and why the space continues to draw investor attention
• How regulatory changes, including Regulation Crowdfunding and Regulation A+, along with new technology, have opened private markets to more investors
• An overview of nine major private market categories: corporate buyouts, venture capital, growth capital, mezzanine financing, natural resources, distressed debt, private real estate, private infrastructure, and special situations
• Illustrative examples of the kinds of opportunities found within each category
• Five potential advantages of private markets: diversification, long-term focus, a wider range of options, the payoff of rigorous due diligence, and values alignment
• Why manager and sponsor selection matters so much in private markets, given the wide gap the guide describes between the best and the worst
• Citizen Mint's perspective on adding private investments to a diversified portfolio thoughtfully and monitoring them over time

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