Navigate private markets with intelligent diversification

Automated portfolios across private credit, equity, infrastructure & real estate — designed to hedge volatility and generate long-term yield.

10.2%

avg. net return*

14,000+

global assets

24+

institutional managers

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*Past performance does not guarantee future results. Net of fees.

Portfolio intelligence

AI-driven allocation across private markets, rebalanced to pursue stability & income.

White-glove advisor support

Monthly income or reinvestment

Automated portfolios

Personalized private market portfolio recommendation across 20+ funds.

Flexible income streams

Choose monthly payouts or automatic reinvestment of earnings.

Institutional access

Backed by managers with decades of cycle experience.

Diversify beyond traditional 60/40 portfolios

Private markets offer lower correlation to public equities, historically resilient returns, and inflation-hedging characteristics.

Private Equity

13.1%

Annualized return*

📊 Volatility 0.09%

Growth & buyouts

Private Credit

8.9%

Annualized return*

💰 Monthly income 0.78%

Senior secured lending

Infrastructure

12.4%

Annualized return*

🏗️ Monthly yield 0.23%

Essential assets

Real Estate

9.7%

Annualized return*

🏢 Diversified properties

Fixed Income+

7.2%

Yield-focused

📈 Global debt strategies

*Since inception data on platform, after fees. For illustrative purposes only.

Select an asset class: Private Credit

Pinnacle Private Credit Fund$14B AUM

HPS Corporate Lending Fund$248B AUM

TPG Twin Brook Income Fund$33B AUM

Golub Capital Private Credit$92B AUM

Antares Private Credit Fund$82B AUM

Monroe Capital Income Plus$19B AUM

Trusted by sophisticated investors

“As a macroeconomist, I’ve long sought true uncorrelated returns. Heron Perch’s platform offers diversified private market funds with low minimums and strong institutional backing — a game-changer for portfolio construction.”

— Dr. Sophia Chen, Professor of Finance

“After 20 years in tech leadership, I needed consistent income to support my transition to teaching. Heron Perch delivered steady private credit distributions and responsive client support.”

— Michael W., STEM Educator & ex-tech executive

$10,000 minimum

Far lower than typical private funds, opening access to elite strategies.

1% flat management fee

All-in fee already deducted from displayed returns — no hidden costs.

Quarterly liquidity

Request redemptions at any time; we fulfill within one quarter on average.

White-glove support

Dedicated advisors and optional T1 concierge service.

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Invest in yourself

Wealth-building strategies aligned with your goals, values, and time horizon.

Build a legacy

Comprehensive estate integration and multigenerational planning tools.

Secure your future

Retirement-focused private market portfolios with risk-mitigation layers.

Start your private market journey today

Join a new generation of investors accessing institutional-grade private assets with modern automation.

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