With over 20 years of experience and trusted relationships with the world's leading investment firms, Petiole empowers institutional clients by providing access to private equity, private credit, real estate, and thematic investments previously beyond reach—all while keeping your advisory role at the forefront.
We collaborate with industry leaders to deliver the best investment opportunities, ensuring your clients benefit from expertly sourced and rigorously vetted deals across key asset classes.
With over 20 years of track record and global partnerships, we offer institutional clients select investments. Only 4% of our pipeline meets rigorous standards, driving consistent positive returns over the past eight years, even during downturns.
Our in-house team provides access to asset classes previously unavailable to your clients. Partnering with Petiole enhances your offerings with curated private equity, private credit, and real estate investments aligned with your clients’ goals.
Our fully digital platform streamlines every step of the investment process—from deal selection to onboarding, monitoring, and reporting. Secure and efficient, it eliminates physical paperwork, ensuring a seamless, transparent experience.
We customize investment solutions to meet your institution's needs. Our bankable products, with ISINs, integrate into your banking platforms, giving you full control over buying and selling within your existing systems.
Our fee structure aligns with your clients' interests, applying fees only during capital calls.Our products also allow institutions to customize their fee structure while benefiting from comprehensive cash management services.
We provide detailed, deal-level reporting—offering the granularity needed by institutional clients and external asset managers. This ensures precise, data-driven reports that meet stakeholder expectations and regulatory requirements.
Access to Exclusive Co- and Direct Investments
Lower Investment Minimums
True Portfolio Diversification
Selective Investment Approach
Enhanced Digital Excellence