Intelligence Library
Evergreen Funds
Leading institutional intelligence on evergreen funds. Dynamically sourced from regulatory filings to deliver transparency for wealth managers.
Showing 1–9 of 9 Results
Multi-Asset
AOG Institutional Fund
F.L. Putnam Investment Management Company
Net Assets: $96.5M
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Multi-Asset
Aspiriant Capital Appreciation Fund
Aspiriant
Net Assets: $143.4M
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Multi-Asset
Beacon Pointe Multi-Alternative Fund
Beacon Pointe
Net Assets: $1.1B
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Multi-Asset
CAZ Strategic Opportunities Fund
CAZ Investments
Net Assets: $661.9M
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Multi-Asset
Dynamic Alternatives Fund
Hamilton Capital
Net Assets: $405.8M
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Multi-Asset
Felicitas Private Markets Fund
Skypoint Funds
Net Assets: $110.5M
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Multi-Asset
First Trust Alternative Opportunities Fund
First Trust Capital Solutions
Net Assets: $3.4B
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Multi-Asset
StepStone Private Markets Fund
StepStone Group
Net Assets: $5.8B
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Multi-Asset
Wellington Global Multi-Strategy Fund
Direct
Net Assets: $51.1M
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