Private Equity Investments Simplified
Primark is expanding access to private equity investments without the complexity of subscription documents, high investment minimums, and the complex tax treatment associated with traditional institutional private equity fund structures.
Access to Private Equity
Gain access to a diversified portfolio of global private market investment opportunities that have been traditionally reserved for large institutional investors.
Growth Potential
Invest in a portfolio that seeks to generate long-term capital appreciation and is designed to generate attractive returns through investments in middle-market private companies.
Experienced Investors
Invest with an experienced team of investment professionals alongside premier private equity partners in opportunities traditionally limited to large, institutional investors.
Simplified Investment Structure
Invest in private equity through an interval fund structure that is designed to streamline the many common administrative challenges traditionally associated with private equity investments.
Access to Private Equity
“It is not credible to allow an entire generation of retail investors to be left with only diversified public market exposure to generate retirement returns, while institutional investors crowd into innovative business models [through the private markets] that offer potentially higher returns.”
– CFA Institute
- Retail investors remain under-allocated to private equity due to limited access to the asset class.
- Access to private equity investments provides an opportunity for excess or uncorrelated returns and enhanced portfolio diversification.
Growth Potential
Primark seeks to generate long-term capital appreciation and Generate attractive returns through investments in middle-market private investments. Private equity investments will include:
- Direct investments in privately held companies
- Investments in primary and secondary private equity funds
- Investments in public companies that primarily invest in private businesses
An allocation to private equity may enhance an investor’s portfolio through:
- Diversification across geography, investment manager and vintage year
- Potential for attractive overall long-term returns in investments that seek reduced volatility
Experienced Investors
Led by seasoned investors, a robust research and comprehensive due diligence process and deep institutional relationships, Primark has access to diversified investment opportunities in quality, middle-market private companies.
Simplified Investment Structure
Invest in private equity through an interval fund structure that includes investor-friendly features designed to streamline the many common administrative challenges traditionally associated with private equity investments, including:
- No subscription documents
- No investor restrictions
- Lower investment minimums
- Quarterly redemption offer*
- No performance fees
- Daily subscriptions
- 1099 tax treatment
- Lower fees
- No capital calls
- Fund ticker symbol
*Subject to limitations.
News and Insights
Investing in Interval Funds
Understanding Interval Funds Interval funds are legally classified as closed-end funds and are registered under the Investment Company Act of 1940 and typically subject to the Securities Act of 1933 and the Securities Act of 1934. However, interval funds differ from...
Growth in Private Markets
MARKETS EXPAND AS PUBLIC SECURITIES SHRINK Private capital is the fuel powering much of the innovation in the world. Private transactions are driving growth in the largest publicly traded companies. Most exciting growth opportunities never reach the public domain. The...
Primark Private Equity Investments Fund Summary Overview
FUND INVESTMENT PROFILE The Primark Private Equity Investments Fund is designed as a core private equity holding that seeks to generate long-term capital appreciation through a diversified portfolio of global private market investment opportunities. COMPREHENSIVE...
The Shares are speculative and illiquid securities involving substantial risk of loss. An investment in the Fund is appropriate only for those investors who do not require a liquid investment, for whom an investment in the Fund does not constitute a complete investment program, and who fully understand and are capable of assuming the risks of an investment in the Fund.