Private Equity
Stellaris Investments provides qualified clients with curated access to private equity opportunities spanning venture capital, growth equity, and buyouts. Our team's institutional relationships and deal sourcing capabilities allow clients to participate in opportunities that are typically inaccessible to individual investors.
Deal Sourcing & Access
Our private equity deal flow is sourced through longstanding relationships with top-tier venture capital and growth equity firms, as well as direct co-investment relationships with operating companies. We have standing allocations in several closed funds, which means clients can access vintage diversification that would be impossible to recreate by investing in a single fund.
Due Diligence Process
Every private investment undergoes a rigorous due diligence process including independent financial modeling, management team assessment, competitive landscape analysis, and legal review. We maintain a proprietary database of private company comparables that informs our valuation work. Approximately 1 in 12 opportunities we review receives a final investment recommendation.
Portfolio Construction in Private Markets
We help clients build diversified private equity allocations across vintage years, geographies, stages (venture, growth, buyout), and sectors. The goal is to smooth the J-curve effect and reduce concentration in any single fund manager. Our target allocation for eligible clients is 10–25% of total investable assets in private markets.
Liquidity & Lifecycle Management
We proactively manage the full lifecycle of private investments — from initial commitment through the hold period to exit. Where secondary market liquidity is available and valuation compelling, we may recommend secondary sales. We also facilitate structured liquidity for clients with changing circumstances who need to reduce illiquid exposure.
Important Disclosure: Past performance is not indicative of future results. All investments involve risk, including the possible loss of principal. The information presented here is for informational purposes only and does not constitute investment advice. Please consult your Stellaris Investments advisor before making investment decisions.
Key Metrics
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