Jeff Coury, II, Co-Chief Investment Officer for P.I. Gateway, joined Keith Black, Managing Director of RIA Channel, to discuss how family office investors can share their access to private market investments.
P.I. Gateway is a premiere investment platform focused on alternative investments and providing curated mandates in private market investments. As a single and multi-family office, The Coury Firm has been allocating to alternative investments and private markets for thirty years. P.I. Gateway provides its long-standing access to private market managers to the RIA market with efficient subscription procedures. The family office invests in all funds offered to advisors and their clients.
P.I. Gateway is not a distribution platform but a team of private market investors willing to share their access and due diligence. Coury looks to sit down with advisors and build a customized mandate for their investors. The consolidated subscription process produces a single K1 for all funds in the multi-manager portfolio. P.I. Gateway invests in the institutional share classes of funds that require minimum investments of $1 million to $10 million per fund while offering advisory clients minimum investments of $500,000 to access a diversified manager portfolio.
Similar to a manager research consultant, P.I. Gateway performs due diligence before investing in or recommending any private market investment. In addition, advisors can discuss private market investments, building custom allocations across specific sectors of the private credit, private real estate, and hedge fund markets.
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