Platform Summary
Philosophy
Independent Advisors and RIAs are looking to access unique private investment managers in a responsible, fiduciary, cost-effective, and operationally efficient manner.
We understand the challenges associated with obtaining high-quality access, conducting appropriate due diligence, and managing the operational implementation and reporting associated with private vehicles. P.I. Gateway was designed to address the operational challenges inherent, while retaining institutional-quality investment strategies and performance expectations.
Unique Access
Access to a curated selection of best-in-class private investments across the liquidity spectrum, offered in a centralized access point.
Simplicity & Efficiency
Ability to deploy capital into multiple strategies with only one K-1, minimized documentation, reduced LP costs, and streamlined reporting.
Low Minimums
Despite high minimums at the underlying manager level, clients achieve both access and diversification as a Qualified Purchaser.
Investment Sourcing & Diligence
Our investment team curates and diligences private investment managers & opportunities across multiple sectors.
A Digital Ecosystem
Our offerings are delivered through a digital marketplace, enabling client onboarding, reporting, and integration with providers.
Customization/Private Label
We can establish exclusive portfolios branded to your firm with customized materials, collateral, and deliverables.