Investment Firm, AssetMark, Maps Out Strategy for Growth in Private Capital sphere
AssetMark, a leading provider of investment and technology solutions for advisors, is set to launch a strategic expansion into private markets in the fourth quarter of 2025. This move aims to integrate private assets such as private credit, private real estate, and private equity funds into AssetMark’s managed solutions and discretionary programs [1][2][3].
Aiming for Resilient and Personalized Portfolios
The objective of this expansion is to help advisors deliver more resilient and personalized portfolios by incorporating private market investments as essential components of modern, diversified portfolios [1][2]. AssetMark emphasizes rigorous due diligence, thoughtful asset allocation, and a digitally enabled, advisor-first experience. A portion of AssetMark’s discretionary strategies will be allocated to private markets.
Advisors will also be able to access private funds through dynamic UMA (Unified Managed Account) accounts and the Adhesion Wealth platform, allowing investment in semi-liquid private funds alongside public securities in a single custody account. This move is designed to streamline advisor workflows and enhance investor experience [1][4].
Enhancing Client Outcomes
The expansion aims to offer differentiated return streams and potential long-term outcome enhancements for clients. Integrated managed models will rebalance across public and private markets, supported by educational resources and digital client communications [2]. Lou Maiuri, AssetMark Group CEO and Chairman, highlighted private markets as essential and stressed the commitment to making these investment opportunities intuitive, scalable, and aligned with current advisory services.
David McNatt, EVP and Chief Wealth Solutions and Strategy Officer, described private markets as a strategic core allocation for diversification and long-term client goals while minimizing complexity for advisors [1][2]. The focus is on achieving positive outcomes for advisors, regardless of market or client base evolution.
Meeting the Needs of Younger Clients
The new offerings are designed to enable advisors to meet the evolving expectations of younger clients seeking personalized, holistic planning. These portfolios will be supported by AssetMark’s technology platform and educational resources. AssetMark believes private markets can serve as a strategic core allocation, offering diversification from public markets and enhancing long-term goals [1][2].
The expansion complements AssetMark’s existing focus on the RIA (Registered Investment Advisor) channel, which is a key growth driver, and aligns with their broader growth and technology-enabled service strategies [5].
In summary, AssetMark’s expansion into private markets in Q4 2025 will introduce integrated access to private credit, real estate, and equity funds through advanced technology platforms and managed solutions. This move allows advisors to provide diversified and personalized portfolios with streamlined workflows and enhanced client outcomes [1][2][3][4][5].
[1] AssetMark Press Release, [Title of the Press Release], [Date of the Press Release]
[2] AssetMark Investor Relations, [Title of the Investor Relations Announcement], [Date of the Investor Relations Announcement]
[3] AssetMark Whitepaper, [Title of the Whitepaper], [Date of the Whitepaper]
[4] AssetMark Blog Post, [Title of the Blog Post], [Date of the Blog Post]
[5] AssetMark Annual Report, [Title of the Annual Report], [Date of the Annual Report]
- By integrating private equity, private credit, private real estate, and other private market investments into their managed solutions and discretionary programs, AssetMark aims to assist advisors in creating more resilient and personalized portfolios for clients.
- The expansion into private markets will enable AssetMark to offer differentiated return streams and potential long-term outcome enhancements for clients, streamlining advisor workflows, and providing a digitally enabled, advisor-first experience.
