Hello, Name
Please Note: Your account overview may not reflect up to date information. The account overview is updated on a monthly basis, and is based on our monthly reports submitted by our fund administrators. Some holdings may increase, decrease, or be sold completely during this time period, and your balances may not reflect the current value of your holdings.
Log OutAccount Overview
CLIENT
FUND
BALANCE
RETURN
PROFIT TO DATE
DIVIDENDS
Investment Snapshot
Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim venia.
- Large Cap
- Small Cap
- Cash
Large Cap
Small Cap
Cash
Market Overview
Side Pocket Investments
Side pocket investments are a strategy utilized by Keez Holdings, to take advantage of certain investments not otherwise possible. We do this by keeping the funds illiquid for a period of time. Side pockets are unique in that it only includes limited partners at the time the side pocket is initiated. Some types of side pocket investments may include real estate property, private business holdings, or a large equity position, which requires time for the investment to fully appreciate in value.
Download Tax Form Investment Policies