Help Us Shape the Future of Our Investment Products

Help Us Shape the Future of Our Investment Products

At Petiole, we value your feedback and always seek to develop and better align new products with your changing needs. We invite you to participate in our latest survey that would help us further expand our offerings and better serve your needs and preferences.

Our upcoming investment programs include:

Thematic Funds

Our Thematic Funds expose investors to particular sectors or trends that are believed to grow and generate returns in the future like life science and technology. They are also a way for investors to align their investment portfolios with personal values or beliefs.

Dislocation Fund

Our Dislocation Funds allow investors to capture disruptions in public markets to generate returns. Our current funds take advantage of inefficiencies in credit markets, the funding gap from banks unwilling to lend the real estate market and dislocations in the bank sector.

Open-Ended Funds

Our Open-Ended Funds allow investors with liquidity preferences to invest in private markets. With current open-ended funds, our investors choose to invest in a yielding program or growth program with the potential to redeem the portfolio after three years.

Wealth Planning Portfolios

Our Wealth Planning Portfolios allow investors to invest a portion of the capital dedicated to their retirement in a private market portfolios customized to their retirement needs. We also launched a new 60/40 strategy for investors wishing to combine liquid investments.

Help Us Shape the Future of Our Investment Products

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