Elevate Client Experience, Reduce Complexities

Help attract and retain more clients with access to unique private investments. Independent Access Partners helps you go beyond off-the-shelf solutions—without adding extra complexity or risk.

Why RIAs and Advisors Need Private Investments

Give Clients Value They Can’t Easily Find Elsewhere

High-net-worth individuals want unique access, true diversification, and thoughtful guidance—not the same investments they can find anywhere. Clients are already asking about these opportunities, and if you’re not offering them, someone else will.

Why Choose Independent Access Partners

Trusted Partners for Sustainable Growth

  • Differentiate your firm with a thoughtful private investment offering.
  • Deliver access to institutional-quality opportunities that align with your clients' goals.
  • Shift the focus from short-term market noise to long-term results that matter.
  • Offer the unique access necessary to elevate your firm’s offerings to attract and retain the next generation of wealth.
The Business Case for Private Investments

Why Growth-Oriented Advisors Offer Private Investments

Acquire More Clients

82% of financial advisors agree offering private market investments helps attract new clients—especially high-net-worth individuals seeking tailored opportunities.[1]

1 Based on surveys of financial professionals across the U.S., EMEA, and APAC participating in Blackstone programming over the period July-September 2024. Average number of respondents per question: 525. Any views or opinions expressed herein reflect solely the views of the advisors who were surveyed in connection with this survey and/or Blackstone, and such views or opinions are subject to change without notice and may differ from opinions expressed by others. Blackstone has not independently verified the information received from the advisors surveyed and no representation is made as to the accuracy of such information. Any projections, expectations or other forward-looking statements set forth herein are based on assumptions that are uncertain and are subject to many factors, changing market conditions and general economic conditions, and may vary materially from the themes set forth herein. Nothing herein constitutes investment advice or recommendations and this summary page should not be relied upon as a basis for making an investment decision.

Capitalize on Growth

Private market assets under management (AUM) are projected to grow from $15.6 trillion in 2022 to $23 trillion by 2026.[2]

2 For illustrative purposes only. Past performance is no guarantee of future performance. Left display: Source - University of Florida, of 1/2/2023. Initial Public Offerings: Median Age of IPOs Through 2022. Example reflects median age to IPO for Tech IPOs. Right display: Source – Nasdaq, “As Companies Stay Private Longer, Advisors Need Access to Private Markets,“ as of 8/11/22. Shown for illustrative purposes only. Past performance is no guarantee of future performance. https://hamiltonlane.maglr.com/a-guide-to-private-markets/why-should-investors-consider-private-markets-in-their-portfolio

Future-Proof Your Firm

75% of clients aged 21-42 believe traditional stock and bond portfolios won’t deliver above-average returns.[3]

3 Source: 2022 Bank of America Private Bank Study of Wealthy Americans. Independent survey included 1,52 people with household investable assets of more than $3 mn and who were over the age of 21. Young investors defined as ages 21-41. Comprehensive study of highnet-worth and ultra-high-net-worth individuals in the U.S. 2 Cerulli U.S. High-Net-Worth and Ultra-High-Net-Worth Markets 2020. Federal Reserve, “Distribution of Household Wealth in the U.S. since1989,” Baby Boomer assets as of Q4 2020. Country GDPs sourced from The World Bank (2020). Millennials are individuals born from 1981 to 1996.Most recent available data to BlackRock. Forecasts are not guaranteed and subject to change. https://www.blackrock.com/us/financial-professionals/literature/presentation/private-markets-unleashed.pdf

Flexible Private Investment Solutions—Built Around You

Every investor approaches private investing differently, which is why flexibility is at the core of how we work. Whether you need a fully developed platform or a specific strategy to complement your existing structure, IAP adapts to meet you where you are. Here are some of the ways we support advisors and RIA firms:

Turnkey IAP Funds for Better Client Solutions

Tap into IAP’s pre-vetted, institutional-quality funds to create an alternative investment allocation for your clients—without starting from scratch.

Leverage IAP’s Infrastructure for Your Own Sourced Funds

Already have relationships with managers? Source your own funds while using IAP’s operational infrastructure—including due diligence, structuring, and administration—to deliver your solution efficiently.

Develop a Custom Fund-of-Funds Strategy

Create a tailored Fund-of-Funds approach designed for your clients. Whether you’re looking for diversification, specific asset class exposure, or custom-built strategies, we help you design and implement a solution that works.

Combine Strategies to Build a Bespoke Platform

Need more than one approach? Use a combination of strategies to build a fully bespoke alternative investment platform, so you can deliver a differentiated, high-quality private investment offering to your clients.

Follow a Model Portfolio Built on IAP’s Due Diligence

Want a ready-to-go solution? Rely on IAP’s model alternative investment portfolios, constructed through rigorous due diligence, to offer clients a curated, diversified set of private investments without the heavy lift.

A True Advisor Partnership

Whether you’re looking for a full-service platform or targeted support, IAP works behind the scenes to help you deliver sophisticated private investment solutions — always aligned with your clients and your business.