Transposing institutional excellence to private clients
Our approach
Private equity investments involve risks of capital loss and liquidity.
The institutional playbook:
the structural pillars
Investing in private equity is not based on opportunistic thinking but rather on a structured, long-term program.
Our methodology is based on:
- An investment horizon of 15 to 20 years
- Diversification by vintage
- Commitment planning
- Target exposure and capital management at work
- A discipline designed to neutralize market biases
Consistency prevails over timing.
Sustainable performance comes from controlled specialization.
We define specific areas of intervention in terms of:
- Strategies
- Regional split
- Sector
We reject any logic of tactical rotation dictated by market trends. Strategic stability is a key factor in risk management.
Performance dispersion among private equity managers is structurally high.
Selection is therefore the main driver of alpha.
Our process incorporates:
- Detailed analysis of track records, vintage by vintage
- Study of value creation drivers
- Assessment of strategic consistency over time
- In-depth analysis of teams and their stability
- Review of alignment of interests
Our longstanding position gives us access to leading international fund managers, often reserved for institutional investors.
Building a private equity portfolio requires a comprehensive and sequential approach.
It is based on:
- Diversification by vintage
- Diversification by manager
- Sector and geographic diversification
- Management of capital calls and distributions
- Gradual adjustment of commitment levels
This architecture aims to optimize the risk/return ratio over the long term.
The robustness of an institutional platform is measured by the quality of its governance.
Our framework is based on:
- Formalized decision-making processes
- A stable methodology
- Financial alignment between management teams and investors
- A rejection of short-term opportunism
Discipline is the foundation of performance.


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

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.
