Wealthy Family Allocation Shifts Towards Private Equity: Tiger 21

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Mark Melin
Published on
Updated on

Over the last three years, wealthy families have increased exposure to private equity investments, while reducing exposure to hedge funds, commodities and fixed income, says a new report from Tiger 21.

Tiger 21

Tiger 21 members: Wealthy families representing nearly $26 billion in AUM

In the third quarter of 2011, Tiger 21 members, wealthy families representing nearly $26 billion in assets under management, had only 12 percent of their portfolio devoted to private equity. After the second quarter of 2014, that number had climbed to 22 percent, up two percent from the...

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Mark Melin is an alternative investment practitioner whose specialty is recognizing the impact of beta market environment on a technical trading strategy. A portfolio and industry consultant, wrote or edited three books including High Performance Managed Futures (Wiley 2010) and The Chicago Board of Trade’s Handbook of Futures and Options (McGraw-Hill 2008) and taught a course at Northwestern University's executive education program.