Liquidity Program Utilization Heats Up
Based our our analysis, liquidity program utilization is increasing across a broader set of nontraded funds that are yet to be oversubscribed. As we have seen historically, retail investors are driven to liquidity needs due to life events, market conditions, extended fund liquidity event timelines, or achieving different portfolio management objectives.
Introducing secondary liquidity as an option provides greater flexibility to shareholders and accommodates fund sponsors with growing liquidity needs.
Cox Capital is the only direct institutional buyer of nontraded funds in this segment of the wealth management channel. Contact us to learn more.
Source: SEC Filings, Cox Capital Partners
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