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Alternative Market Briefing

Altegris and Artivest partner on distribution for alternative funds suite

Thursday, August 17, 2017

Bailey McCann, Opalesque New York:

California-based investment firm Altegris has partnered with New York-based alternative investments platform Artivest on distribution for $1 billion in alternative funds. The partnership also launches Artivest's capabilities to offer alternative solutions to accredited investors.

With the partnership, Altegris will use Artivest as its primary distribution platform, transitioning $1 billion of Altegris' assets and over 20 different fund strategies on to Artivest. "We want to make it easier for advisors to access private funds so that they can have a broader set of options in the toolkit for building portfolios," said Martin Beaulieu, CEO of Altegris in an interview with Opalesque.

Beaulieu notes that with the transition over to the Artivest platform, Altegris will be able to provide advisors with alternatives educational materials, as well as alternatives focused client service. Artivest's open platform will also show other products to advisors, a feature that Beaulieu says helps advisors with outcomes based portfolio construction.

The first phase of Altegris' transition over to Artivest will be putting its KKR Commitments Fund on the platform. Offered as an interval fund, KKR Commitments provides investors access to private equity through a liquid vehicle.

"The partnership with Altegris is really unique for Artivest because it brings the platform into the world of the accredited investor," adds James Waldinger, Fou......................

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