Billionaires and the ultra-wealthy have somewhere in the range of 20% to 40% of their total portfolio in private equity, meaning pre-public companies, venture capital and other private equity investments. That’s before counting alternative investments or real estate.
Add those three areas together and a majority of their portfolios are not in public markets, bonds or cash. In the chart discussed in this short, 71% is in private equity, real estate and real estate debt, and alternative assets combined.
Key points
- The ultra-wealthy hold roughly 20% to 40% of their portfolios in private equity.
- That excludes real estate and other alternative investments.
- Combined, private equity, real estate and alternatives make up 71% in the example shown.
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