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Transposing institutional excellence to private clients

For more than 60 years, institutional private equity has been based on fundamental principles: long-term vision, allocation discipline, selective teams, and rigorous governance. Altaroc of this tradition.
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Our approach

Our approach consists of applying these standards to private clients, adapting them to specific wealth management situations without compromising their rigor or value creation drivers.

Private equity investments involve risks of capital loss and liquidity.

The institutional playbook:
the structural pillars

A programmatic and inter-cycle approach
A consistent and stable strategy
Access and selection expertise
A disciplined portfolio architecture
Discipline, governance, and alignment
Investing in private equity involves risks of capital loss and liquidity.

Adapting institutional structures to the specific characteristics of private assets

While the investment principles remain the same, the constraints differ.

Private investors are characterized by:

  • A multi-asset wealth management structure
  • Multiple objectives (performance, transfer, taxation, life plans)
  • Increased sensitivity to liquidity
  • A more pronounced behavioral dimension

Our role is to integrate these parameters without compromising institutional rigor.

Altaroc's areas of adaptation

Programmatic model calibration

We structure investment programs that are compatible with:

  • Heritage horizons
  • Liquidity constraints
  • Target exposure levels adapted

The simplification concerns access and the process, not the underlying strategy.

Long-term support

Illiquidity and cycles require a stable methodological framework.

We provide:

  • Structured teaching
  • Transparency of reporting
  • Discipline in decision-making

Integration into the overall allocation

Private equity is integrated into a consolidated view of assets through collaboration with client advisors: 

  • Consistency with other asset classes
  • Consideration of tax parameters
  • Coordination with heritage councils

Infrastructure and reporting

Institutional requirements imply:

  • Commitment tracking tools
  • Consolidated view of exposures
  • Structured and readable reporting
  • Technology standards aligned with current expectations
Commercial communication of a promotional nature
The Funds are actively managed and are not managed in relation to a benchmark index. Investing in private equity involves risks, including liquidity and capital loss risks. It should be noted that past performance is not indicative of future results and is not constant over time.

The Funds are reserved for professional clients (within the meaning of MiFID II) and clients with the capacity to invest €100,000, subject to the suitability of their needs with the product and the investment period.

This communication should not be construed as investment advice, a personalized recommendation, or an offer or solicitation to invest. It is not sufficient on its own to make an investment decision. Before making any final investment decision, please contact your advisor and refer to the fund rules and key information document (KID).

Eligibility for tax regimes depends in particular on the product's compliance with certain investment rules, the length of time you hold your units, and your individual circumstances.
It should be noted that past performance is not indicative of future results and is not consistent over time.
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Your investor profile
Financial intermediary or Professional investor
Financial advisors, wealth management advisors, private bankers, or any other investment service providers.
Qualified Investor or Altaroc Investor
Experienced Investor or Altaroc Investor
Private investors who have already invested in Altaroc who have a minimum investment capacity of €100,000.
Private investors who have already invested in Altaroc who have a minimum investment capacity of €250,000.
Inexperienced investor
Individual investors with an investment capacity of less than €100,000.
Individual investors with an investment capacity of less than €250,000.
Institutional investor
Pension funds, retirement funds, asset management firms, and single-family offices.
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