Investment Capabilities
Access private markets
APF supports investment strategies across private equity, venture, credit and real assets, through fund of funds structures and direct fund commitments, in coordination with your financial advisor.
Alternative investments
Commitments to funds of funds and direct private fund investments, with co-investments considered case by case. Structured for large, multi-manager allocations.
Your advisor stays on
Your RIA or family office can manage the fund in the strategy you've built together. APF provides governance and oversight rather than replacing the relationship.
Compliance monitoring
APF's investment committee reviews managers, terms and fit against its investment policy. We use look-through analysis of underlying holdings to monitor legal requirements, including excess business holdings.
Capital call management
We plan liquidity across the portfolio so capital calls are met on time, without forced sales of other holdings.
Tax-aware structuring
Some private funds generate unrelated business income for a charity. We review each fund and use blocker structures where they make sense.
Impact and consolidated reporting
Mission-aligned and impact strategies are welcome. Reporting covers public and private holdings in one view, for you and your advisor.
Planning a gift before your company's liquidity event?
Advisors and families can reach us directly. We'll tell you quickly whether we can take the gift and what it will take.
Email hello@americanpf.org