Total Market Value

$3,067,857.00 DTD +0.7%

Total UR Gain/Loss

+$1,067,857.00 DTD +0.7%

Total Cash

$0.00 DTD +0.7%

As of6/8/2026

Group Summary

Total Accounts
2
Account Types
1 category
Unrealized Gain/Loss
+$1,067,857
Largest holding
Global Pvt Equity Fund III (GPEF III) — 50.52%
Number of positions
2 positions
Equity / fixed ratio
0% / 0%
Cash
$0

Asset Allocation

  • Alternatives100%

Top 5 Positions

  • GPEFGPEF IIIGlobal Pvt Equity Fund III$1,550,000+14880 +0.96%
  • PCF PCF IIPrivate Credit Fund II$1,517,857+2883.93 +0.19%

Market Value

Account News

  • Fed holds rates steadyCommittee signals one cut later this year12 min read • Reuters2/22/26
  • Tech earnings beatMegacap results lift index futures12 min read • Bloomberg2/22/26
  • Credit spreads tightenIG issuance heaviest since January12 min read • WSJ2/21/26
  • Private markets updateSecondaries pricing improves in Q112 min read • PitchBook2/20/26

Recent Transactions

  • Capital CallGPEF IIIGlbl Pvt Eqty Fund$125,00001/08/2026
  • DistributionPCF IIPrivate Credit Fund+$42,50012/29/2025
  • BuyPCF IIPrivate Credit Fund$1,250,00007/19/2021
  • BuyGPEF IIIGlbl Pvt Eqty Fund$750,00002/28/2020