Build a more complete portfolio with private equities
If you’re only invested in stocks and bonds, you may be leaving performance on the table.
Discover what private equities can do for your portfolio
Wide range of alternatives
Explore curated opportunities spanning private equity, private credit, and more.
Competitive track record
Since our inception in 2024, we have delivered a positive net annualized return across some matured investments.⁶
Tailored to you
We make it easy to build a private equities portfolio with helpful digital tools and guidance from professionals.
Asset classes
Diversify across multiple asset classes
Choose from a rotating slate of diversified funds and specialized single assets.
Private Credit
Private Equity
Short Term Notes
Venture Capital
Diversified Funds
Your team
Selective by design
Only few of the deals we review each year make it past our due diligence.
We believe our 10 alternative asset classes, track record across 470+ investments, third party reviews, and history of innovation makes Pragma Wealth “The leading platform for private equities investing,” as compared to other private equities investment platforms.
1 Past performance is no guarantee of future results. Any historical returns, expected returns, or probability projections may not reflect actual future performance. All securities involve risk and may result in significant losses.
2 Represents an net annualized return, using an internal rate of return (IRR) methodology, with respect to the matured investments shown in your Portfolio experience, utilizing the effective dates and amounts of subscriptions and distributions to and from the investments, net of management fees and all other expenses charged to the investments.[read more]
3 "Annual interest," "Annualized Return" or "Target Returns" represents a projected annual target rate of interest or annualized target return, and not returns or interest actually obtained by fund investors. “Term" represents the estimated term of the investment; the term of the fund is generally at the discretion of the fund’s manager, and may exceed the estimated term by a significant amount of time. Unless otherwise specified on the fund's offering page, target interest or returns are based on an analysis performed by Pragma Wealth of the potential inflows and outflows related to the transactions in which the strategy or fund has engaged and/or is anticipated to engage in over the estimated term of the fund. There is no guarantee that targeted interest or returns will be realized or achieved or that an investment will be successful. Actual performance may deviate from these expectations materially, including due to market or economic factors, portfolio management decisions, modelling error, or other reasons.
4 Reflects the annualized distribution rate that is calculated by taking the most recent quarterly distribution approved by the Fund's Board of Directors and dividing it by prior quarter-end NAV and annualizing it. The Fund’s distribution may exceed its earnings. Therefore, a portion of the Fund’s distribution may be a return of the money you originally invested and represent a return of capital to you for tax purposes.
5 Represents the sum of the interest accrued in the statement period plus the interest paid in the statement period.
6 The internal rate of return ("IRR") represents an average net realized IRR with respect to all matured investments, excluding our Short Term Notes and Structured Notes programs, weighted by the investment size of each individual investment, made by private investment vehicles managed by Pragma Wealth, LLC from July 1, 2015 through and including June 30, 2024, after deduction of management fees and all other expenses charged to investments.
7 Investors should carefully consider the investment objectives, risks, charges and expenses of the Pragma Wealth Alternative Income Fund before investing. The prospectus for the Pragma Wealth Alternative Income Fund contains this and other information about the Fund and can be obtained by emailing Email or by referring to pragmawealth.com. The prospectus should be read carefully before investing in the Fund. Investments in the Fund are not bank deposits (and thus not insured by the FDIC or by any other federal governmental agency) and are not guaranteed by Pragma Wealth or any other party.
8 This tool is for informational purposes only. You should not construe any information provided here as investment advice or a recommendation, endorsement or solicitation to buy any securities offered on Pragma Wealth. Pragma Wealth is not a fiduciary by virtue of any person's use of or access to this tool. The information provided here is of a general nature and does not address the circumstances of any particular individual or entity. You alone assume the sole responsibility of evaluating the merits and risks associated with the use of this information before making any decisions based on such information.
9 Statistics as of the most recent month end.
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973-757-4177No communication by Pragma Wealth Inc. or any of its affiliates (collectively, “Pragma Wealth™”), through this website or any other medium, should be construed or is intended to be a recommendation to purchase, sell or hold any security or otherwise to be investment, tax, financial, accounting, legal, regulatory or compliance advice, except for specific investment advice that may be provided by Pragma Wealth, LLC pursuant to a written advisory agreement between such entity and the recipient. Nothing on this website is intended as an offer to extend credit, an offer to purchase or sell securities or a solicitation of any securities transaction.
Any financial projections or returns shown on the website are estimated predictions of performance only, are hypothetical, are not based on actual investment results and are not guarantees of future results. Estimated projections do not represent or guarantee the actual results of any transaction, and no representation is made that any transaction will, or is likely to, achieve results or profits similar to those shown. In addition, other financial metrics and calculations shown on the website (including amounts of principal and interest repaid) have not been independently verified or audited and may differ from the actual financial metrics and calculations for any investment, which are contained in the investors’ portfolios. Any investment information contained herein has been secured from sources that Pragma Wealth believes are reliable, but we make no representations or warranties as to the accuracy of such information and accept no liability therefore.
Private placement investments are NOT bank deposits (and thus NOT insured by the FDIC or by any other federal governmental agency), are NOT guaranteed by Pragma Wealth or any other party, and MAY lose value. Neither the Securities and Exchange Commission nor any federal or state securities commission or regulatory authority has recommended or approved any investment or the accuracy or completeness of any of the information or materials provided by or through the website. Investors must be able to afford the loss of their entire investment.
Investments in private placements are speculative and involve a high degree of risk and those investors who cannot afford to lose their entire investment should not invest. Additionally, investors may receive illiquid and/or restricted securities that may be subject to holding period requirements and/or liquidity concerns. Investments in private placements are highly illiquid and those investors who cannot hold an investment for the long term (at least 5-7 years) should not invest.
Alternative investments should only be part of your overall investment portfolio. Further, the alternative investment portion of your portfolio should include a balanced portfolio of different alternative investments.
Articles or information from third-party media outside of this domain may discuss Pragma Wealth or relate to information contained herein, but Pragma Wealth does not approve and is not responsible for such content. Hyperlinks to third-party sites, or reproduction of third-party articles, do not constitute an approval or endorsement by Pragma Wealth of the linked or reproduced content.
Investing in securities (the "Securities") listed on Pragma Wealth™ pose risks, including but not limited to credit risk, interest rate risk, and the risk of losing some or all of the money you invest. Before investing you should: (1) conduct your own investigation and analysis; (2) carefully consider the investment and all related charges, expenses, uncertainties and risks, including all uncertainties and risks described in offering materials; and (3) consult with your own investment, tax, financial and legal advisors. Such Securities are only suitable for accredited investors who understand and are willing and able to accept the high risks associated with private investments.
Investing in private placements requires long-term commitments, the ability to afford to lose the entire investment, and low liquidity needs. This website provides preliminary and general information about the Securities and is intended for initial reference purposes only. It does not summarize or compile all the applicable information. This website does not constitute an offer to sell or buy any securities. No offer or sale of any Securities will occur without the delivery of confidential offering materials and related documents. This information contained herein is qualified by and subject to more detailed information in the applicable offering materials. Pragma Wealth™ is not registered as a broker-dealer. Pragma Wealth™ does not make any representation or warranty to any prospective investor regarding the legality of an investment in any Pragma Wealth Securities.
Pragma Wealth Inc. is the direct owner of Pragma Wealth Management, LLC, which is an SEC-registered investment adviser that manages the Pragma Wealth funds and provides investment advice to the Pragma Wealth funds, and in certain cases, to retail investors. RealCadre LLC is also indirectly owned by Pragma Wealth Inc. RealCadre LLC is a broker-dealer registered with the Securities and Exchange Commission (“SEC”) and a member of the Financial Industry Regulatory Authority (“FINRA”) and the Securities Investor Protection Corporation (“SIPC”). Information on all FINRA registered broker-dealers can be found on FINRA’s BrokerCheck. Despite its affiliation with Pragma Wealth Management, LLC, RealCadre LLC has no role in the investment advisory services received by Pragma Wealth clients or the management or distribution of the Pragma Wealth funds or other securities offered on our through Pragma Wealth and its personnel. RealCadre LLC does not solicit, sell, recommend, or place interests in the Pragma Wealth funds.
Pragma Wealth is not a bank. Certain services are offered through Plaid, Orum.io and Footprint and none of such entities is affiliated with Pragma Wealth. By using the services offered by any of these entities you acknowledge and accept their respective disclosures and agreements, as applicable.
Investment advisory services are only provided to clients of Pragma Wealth, LLC, an investment advisor registered with the Securities and Exchange Commission, pursuant to a written advisory agreement.
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