Private Markets. Unlocked.

The future of wealth creation is here, opening doors to previously inaccessible opportunities.

the next era of investing

Private Markets, Made Accessible

Value creation often occurs before companies reach public markets. By the time retail investors can gain access through IPOs, substantial appreciation has already taken place—captured by early private investors.

AssetMark's private market solutions help bridge this gap, providing earlier access to growth trajectories that were previously unavailable to most investors.

expanded capabilities

Your Gateway to Private Markets

AssetMark is here to help guide advisors and their clients into this new era of wealth strategy — with education, platform access, and support every step of the way.

Rigorous due diligence. We apply our award-winning due diligence to navigate the complexity and opaqueness of private markets so you can invest in private assets with confidence.
Accessibility. Low minimum investments, 1099 reporting, and no accreditation for clients. Investment options from “build-it-yourself” semi-liquid funds to fully outsourced, AssetMark-managed UMA programs for you.
Complete portfolio management. We enable public and private investments in a single account with automatic portfolio rebalancing for liquidity window management.
Seamless integration. Our private market solutions are embedded in the AssetMark ecosystem … with the familiar workflow, processes, and services (including tax management) you already know.

Still Curious?

Everything Private Markets, from whitepapers to press releases.

Resources

Dive into Private Markets research reports, FAQs, case studies, and more. learn more

News

Read the latest Private Markets news articles and press releases. Learn More

Blogs

Check out the latest blogs about Private Markets. learn more

IMPORTANT INFORMATION ABOUT THE RISKS OF INVESTING IN PRIVATE ASSETS

This material is for informational purposes only, it is not an offer, solicitation, or recommendation to buy or sell any particular investment or investment strategy, and should not be considered investment, legal or tax advice. Investors seeking personalized guidance or more information should contact their financial advisor.

Investing in private assets, which are accessed through private markets, involves significant risks, including the risk of complete loss.Past performance does not guarantee future results. There is no assurance that private asset investments will achieve their stated investment objectives.

Private asset investments are often illiquid, meaning an investor's ability to sell may be limited for extended periods of time. Investors with a future need for liquidity, i.e., access to cash, should carefully consider if private asset investments are appropriate for their particular financial situation.

Investing in private markets is intended for experienced and knowledgeable investors who are able to bear the risks of the investments. Financial advisors should conduct a due diligence review of private asset investments to determine if they are appropriate for their client's financial circumstances, including goals, risk tolerance, and overall portfolio objectives.

AssetMark, Inc. is an investment adviser registered with the U.S. Securities and Exchange Commission. Visit our ownership page for more information.

Security and Privacy Forms and ADV Terms and Conditions

AssetMark is a leading provider of extensive wealth management and technology solutions that help financial advisors meet the ever-changing needs of their clients and businesses. The information on this website is for informational purposes only and is intended as an overview of the services offered to financial advisors, not a solicitation for investment. Information has been drawn from sources believed to be reliable, but its accuracy is not guaranteed and is subject to change.

Advisors seeking more information about AssetMark’s services should contact us; individual investors should consult with their financial advisor.

AssetMark, Inc. is an investment adviser registered with the U.S. Securities and Exchange Commission. Visit our ownership page for more information.