The Motley Fool

APRIL 30, 2024

While some of the investments explored in this article might appear counterintuitive, each represents a proven diversification strategy, and an alternative opportunity that can provide a useful hedge against inflation. Generally speaking, investing in private companies is off limits to most investors.

Accredited Investors 240

Accredited Investors Private Equity Firms Private Equity Firms High Net Worth Individuals 240

The Motley Fool

MARCH 17, 2024

They also invest differently. Here are three perhaps surprising ways the ultra-wealthy invest their money. Private equity The super-rich put plenty of money in stocks just as many Americans do. However, alternative investments comprise roughly 50% of assets owned by the ultra-wealthy compared to only 5% for the average investor.

Accredited Investors 189

Accredited Investors New York Stock Exchange Investing Stock Exchanges 189

The Motley Fool

APRIL 20, 2024

Private equity and venture capital firms typically have access to investments that are not available to everyday investors. Well, to put it simply, these funds raise capital from ultrahigh-net-worth individuals called accredited investors. Nevertheless, investing in start-ups can be extremely appealing.

Accredited Investors 235

Accredited Investors Venture Capital Initial Public Offering New York Stock Exchange 235

The Motley Fool

DECEMBER 5, 2024

However, it has an active internal trading program that allows employees and existing investors to buy and sell shares, and some secondary websites occasionally allow accredited investors to buy and sell shares of SpaceX stock. The Cosmos Fund exists to hold only one investment -- SpaceX stock. There are some caveats.

Accredited Investors 130

Accredited Investors Mutual Funds Exchange-Traded Funds Investing 130

The Motley Fool

OCTOBER 21, 2024

To get started investing, check out our beginner's guide to investing in stocks. If you’re worried you’ve already missed your chance to invest, now is the best time to buy before it’s too late. And the numbers speak for themselves: Amazon: if you invested $1,000 when we doubled down in 2010, you’d have $21,285 !*

Crowdfunding 130

Crowdfunding Accredited Investors Consulting Consultants 130

Zajac Group

OCTOBER 17, 2024

If you’re a business owner, partner, or investor in a private company, however, your paperwork might include a Schedule K-1 form (or just K-1, as it’s sometimes called). Yes, the income reported on a Schedule K-1 form can trigger state taxes, as well as international tax (if you’re invested in a private foreign company).

Taxes 52

Taxes Liabilities Shareholders Accredited Investors 52

The Big Picture

FEBRUARY 28, 2023

They are decidedly not your typical private equity firm, not your typical Wall Street firm. They have a very thoughtful approach and a very long-term approach to making investments in the private markets. David is on the global investment committee. Previously he headed the firm’s private equity business.

Assets 59

Assets Due Diligence Private Equity Firms Private Equity Firms 59