Private Equity Opportunities

At VIDA Private Wealth, we offer thoughtfully selected private equity opportunities as part of our broader commitment to long-term, values-driven wealth management. Private equity allows qualified investors to participate in the growth of private companies—offering the potential for enhanced returns and deeper engagement than traditional public market investments.

We work closely with experienced fund managers to identify private equity investments that align with our clients’ financial goals, risk tolerance, and overall life plans. These opportunities are often suited for investors who value diversification, are comfortable with longer investment horizons, and seek access to strategies beyond the conventional.

As with everything we do, our approach to private equity is grounded in careful due diligence, transparency, and a deep understanding of each client’s individual vision for the future.

Recent partnerships:
Anduril is a defense technology company building AI-driven autonomous systems—offering strong private equity potential in a rapidly evolving and in-demand sector.
Klarna is a global payments and shopping platform transforming the consumer finance experience—offering strong private equity potential in the fast-growing fintech and e-commerce space.
SpaceX is a leading aerospace company revolutionizing space transportation and satellite networks—presenting a compelling private equity opportunity in a high-growth, innovation-driven industry.
301 N Lake avenue, Suite 600,
Pasadena, CA 91101

(626) 778-06-78
team@vidapw.com

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Private equity is an equity investment into non-quoted companies. The private equity investor looks at an investment prospect as investing in a company as opposed to investing in a company's stock. Private equity funds hold illiquid positions (for which there is no active secondary market) and typically only invest in the equity and debt of target companies, which are generally taken private and brought under the private equity manager's control. Risks associated with private equity include:

1.Funding Risk: The unpredictable timing of cash flows poses funding risks to investors. Commitments are contractually binding and defaulting on payments results in the loss of private equity partnership interests. This risk is also commonly referred to as default risk.
2.Liquidity Risk: The illiquidity of private equity partnership interests exposes investors to asset liquidity risk associated with selling in the secondary market at a discount on the reported NAV.
3.Market Risk: The fluctuation of the market has an impact on the value of the investments held in the portfolio.
4.Capital Risk: The realization value of private equity investments can be affected by numerous factors, including (but not limited to) the quality of the fund manager, equity market exposure, interest rates and foreign exchange.