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AMG Funds and Pantheon deliver private equity fund access for retail investors

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AMG Funds and Pantheon, have finalised the 1933 Act registration of the AMG Pantheon Fund making it more widely available to accredited investors seeking access to a diversified, institutional-calibre portfolio of private equity through a single investment. 

The Fund is a multi-manager vehicle that seeks diversification across all key private equity categories – manager, stage, vintage, industry and geography – by targeting opportunities across the private equity universe. Compared with traditional private equity offerings, the Fund features a low minimum investment of USD25,000 and simple 1099 tax reporting.

“With consistently superior long-term returns relative to public market assets, private equity has long been a top-performing asset class, to which investors have become increasingly interested in gaining efficient access in order to diversify their portfolios,” says Jeffrey Cerutti (pictured), CEO of AMG Funds. “With a long, successful track record spanning over three decades, our Affiliate, Pantheon, is highly respected in private equity investing and an exceptional manager to have at the helm of this Fund. AMG Funds is very pleased to partner with Pantheon in offering an access point for individual investors to participate in this important asset class through this innovative product.” 

“Through the AMG Pantheon Fund, our firm can deploy its investment expertise to deliver a single-allocation private equity vehicle designed for individual investors,” says Kevin Albert, Managing Director at Pantheon. “The Fund provides accredited investors the opportunity to invest alongside our institutional clients, while introducing simplified tax reporting and significantly lower investment minimums than are typical in traditional private equity fund structures.”

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