Introducing the Simon Quick Private Equity Fund

Bringing Greater Structure to Private Market Investing

Simon Quick Advisors is pleased to announce the launch of a new private equity fund designed to provide clients with a more structured and streamlined way to access private markets. The launch represents an important milestone for the firm and reflects years of experience evaluating and investing in private investment opportunities.

Clients have increasingly sought ways to incorporate private equity into their investment portfolios. As this interest has grown, so has the importance of applying a disciplined approach to sourcing, evaluating, and sizing these investments.

Since its founding in 2004, Simon Quick has developed a rigorous process for sourcing opportunities, evaluating, and monitoring investment managers, particularly in the alternatives space. This new fund brings that experience into a dedicated investment structure designed to provide clients with a more integrated and streamlined approach to private market investing.

An Evolved Approach to Private Equity Investing

Private market investing has traditionally been accessed through individual fund commitments made as opportunities arise. Investors typically evaluate a strategy and the competency of the manager and decide whether to participate on a case-by-case basis. While this approach offers flexibility, it can also leave private market exposure dependent on timing and the availability of capital at any given moment.

The Simon Quick Private Equity Fund is designed to provide a more structured way to build diversified exposure across private equity investments, including buyout, venture capital, and other opportunistic strategies. The vehicle will be more actively involved in co-investment opportunities from our manager relationships. Investments are evaluated by our investment team and investment committee and incorporated into the portfolio over time, allowing for thoughtful diversification across managers and strategies making fund commitments over two years. Members of our team are investing alongside clients, reinforcing our alignment in the long-term outcomes of the strategies we pursue.

Private Market Investing, Without the Administrative Burden

For investors, the benefits of this approach extend beyond portfolio construction. The fund structure is designed to make participating in private markets easier to manage over time.

We are maintaining the closed-end structure to focus on optimizing capital for deal entry and realizations without having to maintain a liquidity buffer to manage flows. However, traditional private equity commitments often generate multiple capital calls, separate reporting line items, and individual tax documents. When several investments accumulate over time, these administrative layers can become increasingly complex.

The fund-of-funds structure helps streamline this experience by consolidating many of these elements within a single investment program. Rather than receiving multiple tax documents from several underlying funds, clients receive a single K-1, simplifying the annual tax reporting process.

Additionally, capital deployment is managed within the framework of the fund, allowing the investment team to allocate capital as new opportunities become available with fewer capital calls and administrative headaches for clients.

Administrative events such as ownership transfers, account retitling, or estate planning adjustments can become complicated when private equity investments are held across multiple individual funds. Each change may require separate documentation, coordination with fund administrators, and in some cases additional legal review.

Holding these investments within a single structure can simplify those processes, helping reduce administrative burden while making it easier to implement intergenerational planning strategies designed to transfer wealth to heirs in a thoughtful, tax-efficient manner.

A Long-Term Approach to Private Markets

The fund held its first close on March 31, 2026, with additional closes expected quarterly into 2027. Following the close of the fund, Simon Quick expects to launch future vintages, giving clients the ability to continue to build out a robust and sustainable private equity allocation as part of a long-term portfolio investment strategy.

This launch marks an important milestone for Simon Quick and reflects our continued commitment to providing clients with a more coordinated and streamlined way to access private markets. If you are interested in learning more about the fund or upcoming closes, please contact [email protected].

Disclaimer

This blog post is for informational purposes only and is not an offer to sell or buy any security. Investing in private markets involves significant risks, including the potential loss of principal, illiquidity, and long investment horizons, and may not be suitable for all investors. There is no guarantee that any investment objectives will be achieved, and diversification does not ensure a profit or protect against loss. Please consult your financial, tax, and legal advisors before making any investment decision.