Investing in Private Equity

Wealth managers

Supporting wealth managers in designing effective, sustainable allocations

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Our mission

At Altaroc, we support wealth management professionals in integrating private equity into their clients' wealth management strategies.

Our goal is to strengthen your value proposition through solutions that are easy to implement and tailored to long-term wealth management

An approach designed for the challenges faced by wealth management professionals and their clients

A proposal based on four key pillars:

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Private equity as a core component of institutional allocations

Investing in private equity involves a risk of capital loss and limited liquidity. Past performance is not indicative of future results.

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Providing private equity solutions to your clients

With Altaroc, your clients benefit from:

Manager selection based on strict quantitative and qualitative criteria, with particular focus on the quality and consistency of track records across multiple cycles.
In-depth analysis of teams, strategies, and performance histories to assess managers’ ability to generate value in a sustainable and repeatable manner.
Comprehensive due diligence covering all aspects of investment, governance, and operations.

Our investment strategy

Learn more about our wealth management solutions

Discover Altaroc’s offering, designed to broaden access to private equity for private investors.

Download the brochure

Our latest content

Introducing the 6th Vintage the Odyssey line

Discover Altaroc

Introducing the 6th Vintage the Odyssey line

Is the private equity cycle picking up again following the valuation adjustments triggered by rising interest rates? This webinar analyzes the market environment, the impact of AI on B2B software, and the Vintage strategy, with a focus on investment opportunities, diversification, and management tools for partners.

Understanding Private Equity

Why does the net performance of a private equity fund improve over time?

Understand the dynamics of the early years and their implications for your reinvestment strategies.

Deciphering trends

Market Review - PE Environment Q4 2025

Q4 2025: Normalization of private equity and increased investor selectivity.

Mastering the challenges of private equity

Flash Market - AI & B2B software

A dynamic of reinforcement, not replacement

Mastering the challenges of private equity

Special report - Thoma Bravo

Featured in the Vintage Altaroc Odyssey , Thoma Bravo is an American private equity firm specializing in the software sector. Founded by Carl Thoma and Orlando Bravo, it applies an approach focused on margin optimization and external growth. With more than 220 employees, including around 100 investment professionals, it has offices in San Francisco, Miami, Chicago, London, New York, and Dubai. Thoma Bravo manages more than $166 billion in assets across its various fund ranges.

Understanding Private Equity

Special report - Understanding the mechanisms of private equity

Often perceived as a world reserved for insiders, private equity plays a key role in financing the real economy and driving business growth. This special report deciphers the mechanisms of private equity, from capital raising to value creation strategy. With a particular focus on funds of funds, which are genuine catalysts for diversification and access to rare opportunities, we explain how these tools enable investors to participate in high-potential entrepreneurial adventures.

Supporting your teams and driving your business development

We support you through:

Developing private equity expertise within your teams
Structuring your sales approach and client education
Supporting your firm’s business development initiatives

Discover our support services

Discover our tools

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