Bonaventure Integrates with iCapital to Broaden Investor Access to Alternative Investments
August 11, 2022
ALEXANDRIA, Va.–(BUSINESS WIRE)–Bonaventure, an integrated alternative asset manager focused on the development, construction, and property management of innovative lifestyle multifamily communities in the Mid-Atlantic and Southeastern regions, today announced a partnership in which iCapital1 will provide a customized end-to-end technology solution that will enable financial advisors and their accredited clients to access Bonaventure’s alternative investment offerings.
iCapital is the leading global fintech platform driving access and efficiency in alternative investing for the asset and wealth management industries. Through this partnership, Bonaventure will leverage iCapital’s full suite of technology and service capabilities to provide wealth advisors and investors with streamlined access to its real estate offerings and end-to-end digital subscription, administration, operational and reporting processes. This fully configurable and highly scalable digital solution is designed to ease operational burdens and improve the user experience.
“Partnering with iCapital represents another important milestone in our ongoing effort to further build out and institutionalize our alternative investments platform,” said Hank Loughran, Senior Vice President of Capital Markets at Bonaventure. “Not only are we committed to introducing attractive rental housing -focused real estate offerings that have the potential to generate attractive risk-adjusted returns, we are working hard to ensure we accomplish this in an innovative way that drives an exceptional user experience. Partnering with iCapital allows us to expand our capabilities in this regard while delivering high-touch service.”
“We are pleased to partner with the Bonaventure team to provide our robust technology solution to support broader access to Bonaventure’s real estate offerings,” said Dan Vene, Co-Founder and Managing Partner, Head of Client Solutions at iCapital. “Advisors are increasingly seeking access to alternative investments, and this partnership enables Bonaventure with an efficient platform to achieve their goals across the private wealth segment.”
Disclosures
The article is for informational purposes only and not intended to be all-inclusive and may be changed at any time without notice or obligation to update. This article does not constitute tax, legal, or financial advice. Bonaventure does not provide tax, legal, or accounting services. Tax laws and regulations are subject to change, and individual circumstances vary. Investors should consult their own tax advisor, attorney, or qualified intermediary regarding their specific situation before pursuing any of the strategies discussed. Forward-looking statements may be influenced by a variety of factors, many of which are beyond the control of Bonaventure and could cause the actual outcomes to be materially different from what is projected. Past Performance is not indicative of future results.
Investments in the shares involves a high degree of risk that prospective investors should carefully consider before investing. The investment is for Accredited Investors who have the financial ability and willingness to accept the risks and lack of liquidity inherent in an investment in the shares. There can be no assurance that investment objectives will be achieved or that investors will receive a complete return of their capital. This material is not an offer to sell or a solicitation of an offer to buy any interest in any fund sponsored by Bonaventure or its affiliates. Any offering is made only pursuant to a confidential private placement memorandum (PPM) and related offering documents, which should be reviewed in full and which control in the event of any inconsistency with this material. Share interests are not registered under the Securities Act of 1933 or any state securities laws, and Bonaventure offerings are not registered under the Investment Company Act of 1940.