Clear answers for busy professionals considering private market access.
No. We currently accept accredited investors only.
Generally: net worth over $1 million (excluding primary residence), individually or jointly with a spouse/partner; or individual income over $200,000 (or $300,000 jointly) in each of the prior two years with a reasonable expectation of the same for the current year. See sec.gov for full details and additional qualifying categories.
$100,000 minimum into the Ohio Access Fund.
The fund invests across three areas: Real Estate (property projects and development), Private Equity (established businesses raising capital), and Venture Capital (earlier-stage companies with growth potential). We invest alongside experienced Ohio investors who are already active in these markets and have their own capital in the deals. You commit to the fund as a whole - you don't pick individual deals.
The current approach targets diversified exposure across multiple investments (targeting 30+ over time) rather than concentrated single-deal risk.
Private investments are not like stocks - you cannot sell them on a random Tuesday afternoon. That said, the fund is structured with liquidity features that, as available, allow for periodic distributions and redemptions (quarterly elements, depending on timing and the specific vehicle). Think of it like a long-term semi-liquid account, rather than something you can access daily. Full details are in the offering materials.
No. Investors commit capital to the evergreen fund, which is a blind pool. The fund co-invests alongside sophisticated capital allocators in Ohio; investors do not pick individual deals.
Submit a short application. We review accreditation status and follow up to discuss next steps and provide the relevant materials.
Busy accredited professionals - physicians, attorneys, business owners, and executives - who have built significant income or assets and want to keep those assets working hard.
Start the application or contact us. We only move forward when there is a clear fit.
New Investor Application