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investment

Options for investing in Private Equity

Investing in companies directly, in competition with funds and manufacturers

Highly complex and costly for private clients who often lack financial resources and expertise: structured teams with highly specialized skills are needed to exploit the opportunities offered by the vast, unregulated world of private companies.

Invest in a single Private Equity fund

Difficult, because the entry ticket for the best managers is very high (>€10M).
You need to know these managers intimately, because the best ones are all oversubscribed.
Investing is risky because of a lack of diversification. Just as you diversify your portfolio of stock market funds, you need to diversify your portfolio of managers.

Investing in a fund of funds

This is the solution used by the largest institutional investors and the most sophisticated family offices to optimize their returns and smooth their risk.
The strategy ofAltaroc

Titling?

Build each vintage around 4 to 6 of the world's best funds in buyout and Growth (the most profitable and least volatile segments of Private Equity), to offer you a portfolio of over 200 companies, positioned in forward-looking sectors (Tech & Telco, Digital and Healthcare), with strong geographic diversification.
How it works

How much to invest in Private Equity?

How much to invest
Private clients must invest in Private Equity the part of their assets that will not be useful to them over the next 10 years.

In the United States, the most sophisticated private banks invest over 15% of their clients' assets in Private Equity, while family offices invest over 30%.
Your wealth management consultant or private banker can help you determine your needs over the coming years (financing your principal residence, your children's education, professional investment projects, etc.).
The strategy ofAltaroc

Titling?

Whatever the size of your ticket, Altaroc will give you access to an international Private Equity portfolio of exceptional quality.
Discover our Private Equity ranges
Private equity
Discovery

Discovery is a range dedicated to investors wishing to discover private equity within a structured and accessible framework. It offers simple exposure to this asset class, thanks to an accessible structure, a rigorous selection process and adapted accessibility, notably via life insurance.

Minimum commitment
Amount defined by the insurer
Format
FCPR approved by the AMF
Subscribers
Individuals
Private equity
Odyssey

Odyssey is a range of private equity investments starting from €100,000. Each year, it offers a turnkey portfolio, combining geographical and sector diversification, a selection of top-tier managers and a commitment to performance.

MINIMUM COMMITMENT
From €100,000
Format
FPCI 
UCI Part II ELTIF 2.0
Subscribers
Sophisticated retail or institutional investors
Private equity
Infinity

Infinity is a range dedicated to institutional investors and large estates. It offers a turnkey solution for building an international private equity portfolio, with structured, diversified access based on institutional standards.

minimum commitment
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Format
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Subscribers
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