"Interval funds' design aligns with the needs of both investors looking for access to alternatives and advisors seeking a reliable, scalable solution." — Kimberly Flynn, XA Investments

Blue Vault is committed to providing access to valuable performance information that was formerly stored deep inside financial statements and filings, and often difficult to obtain.

Explore how interval and tender-offer funds bring private strategies to the registered fund market for retail investors.

Blue Vault is committed to providing access to valuable performance information that was formerly stored deep inside financial statements and filings, and often difficult to obtain.

Blue Vault is committed to providing access to valuable performance information that was formerly stored deep inside financial statements and filings, and often difficult to obtain.

"In the interval fund valley of death, it is common for interval fund sponsors to waive fees as an incentive for large seed investors to come into the fund," [Kimberly Flynn] wrote.

Blue Vault is committed to providing access to valuable performance information that was formerly stored deep inside financial statements and filings, and often difficult to obtain.

Blue Vault was built on the belief that transparency, education and access are the essential ingredients for wealth advisors to bring alts to the forefront of their practices

Unlock alts performance data with a Blue Vault membership.