Access to Carefully Vetted
Alternative Investments
Select introductions to outside funds and private placements
Our Role & Your Protection
What we do (and don't do) with alternative investments
KEY MESSAGE
We Do NOT Sell These Investments
BrightAdvisor® acts as an independent curator and introducer—not a salesperson. We identify, vet, and introduce you to select third-party investment sponsors. The sponsors present their offerings directly to you, and you make your own independent decision.
We earn a referral fee from the sponsor if you choose to invest, but this fee does NOT increase your costs—it's paid by the sponsor from their management fees.
🔍 Our Vetting Process
We perform extensive due diligence on every sponsor, including management background checks, track record analysis, fee review, and risk assessment before making an introduction.
🤝 Third-Party Presentation
Sponsors present their offerings directly to you. We do not sell, pitch, or pressure. You receive all documentation (prospectus, PPM, offering materials) directly from the sponsor.
✋ Your Independent Decision
You make 100% of the decision. We provide context and answer questions about fit within your overall plan, but you decide if and how much to invest based on the sponsor's materials.
Why We Offer Introductions
Alternative investments (real estate funds, private equity, hedge funds) can provide diversification, income, and returns uncorrelated to public markets. However, access to quality sponsors is often limited to "insiders" or ultra-high-net-worth investors. We level the playing field by introducing our clients to vetted opportunities normally reserved for institutional investors.
How This Works
A transparent, step-by-step process
We Identify Investment Opportunity
Our team continuously researches alternative investment managers across real estate, private equity, hedge funds, and other asset classes. We look for sponsors with strong track records, transparent operations, and investor-friendly terms.
We Complete Due Diligence
Before making any introduction, we conduct comprehensive due diligence (see "Our Vetting Process" below). This includes reviewing the management team, analyzing historical performance, understanding fee structures, assessing liquidity terms, and evaluating risks.
We Introduce You to Sponsor
If you express interest and meet the sponsor's investor qualifications (typically accredited investor status), we facilitate an introduction. We provide context on how the opportunity might fit your overall financial plan.
Sponsor Presents Directly to You
The sponsor conducts their own presentation, answers your questions, and provides all offering documents (Private Placement Memorandum, Subscription Agreement, etc.). We are not involved in the sales process.
You Decide Independently
You review the sponsor's materials, conduct your own due diligence, and decide whether to invest. We're available to discuss how the investment fits your plan, but the decision is 100% yours.
All Documentation Through Sponsor
If you choose to invest, all subscription documents, fund distributions, K-1s, and investor communications come directly from the sponsor. We monitor your investments as part of your overall financial plan but do not manage the alternative investments themselves.
Current Opportunities
Carefully vetted alternative investment options
EZ Growth Fund
Multi-strategy equity fund focused on growth and value opportunities in public markets with systematic risk management.
Contact sponsor for prospectus and offering documents
Enyrgy
Energy infrastructure fund investing in renewable energy projects (solar, wind) with stable cash flows and income distributions.
Contact sponsor for prospectus and offering documents
San Diego Fund
Commercial real estate fund focused on multi-family and office properties in high-growth Southern California markets.
Contact sponsor for prospectus and offering documents
Note: Opportunities change periodically based on sponsor availability and offering status. Contact us to discuss current options that match your investment goals.
Our Vetting Process
Rigorous due diligence before any introduction
Management Team Evaluation
We conduct thorough background checks on fund managers, including:
- • Professional credentials and experience
- • Track record with prior funds
- • Regulatory history (SEC, FINRA)
- • References from other investors
Track Record Analysis
We analyze historical performance data:
- • Minimum 5-year verifiable track record
- • Risk-adjusted returns (Sharpe ratio)
- • Performance across market cycles
- • Consistency of returns vs. volatility
Fee Structure Review
We ensure fees are reasonable and transparent:
- • Management fees (typically 1-2%)
- • Performance fees / carried interest
- • Administrative and operational costs
- • Comparison to industry averages
Liquidity Terms
We evaluate redemption terms and lock-up periods:
- • Initial lock-up period
- • Redemption frequency and notice requirements
- • Gates or redemption limits
- • Side pocket provisions
Risk Assessment
We identify and evaluate key risks:
- • Market and asset-specific risks
- • Leverage and concentration risks
- • Operational and counterparty risks
- • Manager-specific risks
Ongoing Monitoring
After introduction, we continue monitoring:
- • Quarterly performance reviews
- • Material changes to strategy or team
- • Investor communications and transparency
- • Fit within your overall plan
Important Disclosures
Please read carefully before considering any alternative investment
🔐 Accredited Investor Requirements
Most alternative investments are available only to accredited investors as defined by the SEC. To qualify, you must meet one of the following:
- • Individual income exceeding $200,000 (or $300,000 with spouse) in each of the prior two years, with expectation to continue
- • Net worth exceeding $1,000,000, excluding primary residence
- • Certain professional certifications (Series 7, 65, 82 licenses)
📉 Risk of Loss
Alternative investments are speculative and involve substantial risk of loss, including the potential loss of your entire investment. Past performance is not indicative of future results. There is no guarantee that any alternative investment will achieve its objectives or that projected returns will be realized.
🔒 Illiquidity
Alternative investments are typically illiquid. Your capital may be locked up for 3-10 years with limited or no ability to redeem early. Redemptions (when available) may be subject to notice periods, gates, or significant penalties. Do not invest funds you may need in the short to medium term.
🚫 No FDIC or SIPC Insurance
Alternative investments are not insured by the FDIC, SIPC, or any other government agency. There is no protection against loss of principal. Unlike bank deposits or brokerage accounts, there is no safety net if the investment fails.
✋ Independent Decision Requirement
You must make your own independent decision to invest. BrightAdvisor® provides introductions only—we do not sell or recommend specific alternative investments. You are solely responsible for conducting your own due diligence, reviewing all offering documents, and determining suitability based on your financial situation, risk tolerance, and investment objectives.
💵 Fee Disclosure
BrightAdvisor® may receive a referral fee from the investment sponsor if you choose to invest. This fee is paid by the sponsor and does not increase your investment costs. Typical referral fees range from 0.5% to 2% of invested capital and/or a percentage of ongoing management fees.
We disclose all compensation arrangements in advance. Our referral fees create a potential conflict of interest—we have a financial incentive to introduce you to sponsors. However, we only make introductions to sponsors we have thoroughly vetted and believe may be suitable for appropriate clients.
By requesting an introduction to an alternative investment sponsor, you acknowledge that you have read and understood these disclosures.
Who Should Consider Alternatives?
Alternative investments are NOT for everyone
✅ Good Fit If You...
- ✓Have $500K+ in investable assets (excluding home equity and emergency funds)
- ✓Seek diversification beyond traditional stocks/bonds
- ✓Have a long investment horizon (5-10+ years)
- ✓Are comfortable with illiquidity and capital lock-ups
- ✓Understand and accept substantial risk of loss
- ✓Are willing to conduct thorough due diligence
- ✓Meet accredited investor requirements
❌ NOT a Good Fit If You...
- ✗Have less than $500K in investable assets
- ✗Need liquidity or access to your capital
- ✗Are investing money you'll need within 5 years
- ✗Are uncomfortable with risk or volatility
- ✗Haven't established emergency savings
- ✗Are unwilling to read complex legal documents
- ✗Do not meet accredited investor requirements
Frequently Asked Questions
Do you earn a commission if I invest?
Yes. We receive a referral fee from the sponsor if you choose to invest. This fee is paid by the sponsor from their management fees—it does NOT increase your costs. Typical referral fees range from 0.5% to 2% of invested capital and/or a percentage of ongoing management fees. We disclose all compensation arrangements upfront before any introduction.
How do I evaluate these opportunities?
Read everything. Request and thoroughly review the Private Placement Memorandum (PPM), subscription documents, and any supplemental materials from the sponsor. Key areas to focus on:
- • Management team background and track record
- • Investment strategy and risk factors
- • Fee structure (management fees, performance fees, expenses)
- • Liquidity terms and redemption provisions
- • Historical performance (if available)
Consider consulting with your attorney, accountant, or other advisors before investing.
What if the investment doesn't work out?
Alternative investments carry substantial risk of loss, including total loss of principal. If an investment underperforms or fails, you may lose some or all of your capital. There is no guarantee, insurance, or protection. This is why we emphasize that alternatives should only be a small portion of a well-diversified portfolio, and only for investors who can afford to lose the invested capital without impacting their financial security.
Can I invest my IRA or 401(k)?
Sometimes, but with limitations. Many alternative investments accept IRA capital through self-directed IRA custodians. However, you'll need to establish a self-directed IRA (SDIRA) with a custodian that allows alternative investments. Additionally, some investments may generate Unrelated Business Taxable Income (UBTI) or Unrelated Debt-Financed Income (UDFI), which can trigger taxes even within an IRA. Consult with a tax advisor before investing retirement accounts in alternatives.
Interested in Alternative Investments?
Schedule a consultation to discuss whether alternative investments are appropriate for your financial plan.