Rivkin Private Wealth Products are intended for wholesale investors. Join our expert Portfolio Manager James Woods and CIO Shannon Rivkin as they provide expert insights into a unique investment opportunity, discussing strategy, expected returns, and the market outlook.
Pantheon Global Mid-Market Secondaries Fund (PGPE) is a rare opportunity to access the high-growth potential of middle-market private equity while enhancing portfolio diversification.
Why Mid-Market Private Equity?
✔ Stronger Growth Potential – Lower entry multiples and operational value creation drive superior returns over large-cap buyouts.
✔ Diversification Beyond Public Markets – Reduce volatility and correlation to listed equities while taking advantage of pricing inefficiencies.
✔ Institutional-Quality Access – Gain exposure to seasoned private companies with conservative valuations and long-term grow
Why PGPE?
✔ Early Return Acceleration – Targeting 20%+ net returns within the first 18 months, normalizing to 15-16% over time.
✔ Tax-Efficient Structure – No taxable events in Australia, as distributions are reinvested at the master fund level in Luxembourg.
✔ Strategic Secondary Investments – Capitalizing on discounted transactions to enhance portfolio value from day one.
Download The PGPE Factsheet to Learn More
Important Notice:
Rivkin Private Wealth Products are intended for wholesale investors. A wholesale investor is a type of investor in Australia who can access more investment products and does not need the same regulatory protections as retail investors. To be classified as a wholesale investor, one must meet either of the following criteria:
1. Have net assets of $2.5 million or more; or
2. Have gross income of $250,000 or more for each of the last two financial years; or
3. Invest a face value of $500,000 or more.
Therefore, Rivkin will not issue a financial services guide, product disclosure statement, or any other retail documentation in relation to this service.
Rivkin Private Wealth is a business name of Rivkin Securities Pty Ltd, AFSL 332 802.
Rivkin does not provide personal financial advice. Please consider your own circumstances before purchasing any of our products or acting on our general advice, for any Rivkin product or recommendation.
Past performance is not a guarantee of future performance. Investing and trading carry financial risk. When judging performance, please consider the different types of investments and levels of risk associated.
