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 recognize the challenges that come with accessing top-tier private investments—rigorous due diligence, operational complexities, and maintaining fiduciary responsibility. P.I. Gateway was built to streamline the entire process, providing financial advisors with access to a carefully vetted range of institutional-quality private investments.
Unique Access
Gain 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 through benefits of scale, and streamlined capital call structure & reporting.
Low Minimums
Low minimums for individual qualified clients, even in high-minimum manager-level funds, ensure broader access and diversification.
Investment Sourcing & Diligence
In collaboration with Infinity Capital Partners, we carefully curate and vet private investment managers, ensuring only the best-in-class opportunities.
A Digital Ecosystem
Our platform integrates qualified client onboarding, reporting, and transactions into a fully digital experience.
Customization/Private Label
If a custom solution is preferred, an exclusive portfolio would be established (titled and branded to your firm) with customized materials, collateral, and deliverables.