The Alvia Family Office Fund applies the same philosophy we use for our private clients – long-term, aligned, and risk-aware investing – in a single, accessible structure for wholesale investors.
The Fund holds a concentrated portfolio of our highest-conviction ideas across listed and private markets. We invest across asset classes, sectors and geographies, with no constraints by index, benchmark, or institutional baggage.
It was seeded and remains materially invested by Alvia’s partners and employees. For many of us, it represents a core part of our own family capital.
Like all of Alvia’s investment offerings, the Fund prioritises capital preservation and sustainable absolute returns over short-term performance or relative benchmarks.
Key Fund Information
Targets an absolute return of 8-12% p.a. net of fees
Open-ended: weekly applications and monthly redemptions
Follows the same five-step investment process used in Alvia’s bespoke family office mandates
Investments are selected for long-term compounding potential and resilience – not short-term market timing
Minimum investment: $250,000 (wholesale class); $1 million (institutional class)
Open to eligible wholesale investors only