Private Markets Gap
Institutional Investors have long incorporated private assets to enhance diversification and access differentiated return streams. Individual Investors often have lower allocations to private markets due to:
1.
Insufficient awareness
2.
Lack of access to global managers
3.
High minimum investment & fees
4.
Limited transparency
Gaelin was founded to change that
Gaelin was founded to change that
1
Focus on providing access to global asset managers such as Apollo, Blackstone and Carlyle
2
Low minimum investments that allow for allocation to multiple strategies to achieve diversification
3
Institutional-level pricing on underlying investments
4
Committed to promoting transparency and awareness of private market investments
The Impact of Fees on Long-Term Returns
Private market fund managers charge management and performance fees to all investors, including institutions. These are standard and apply equally regardless of access channel.
What often differs is the additional layer applied by distribution platforms — which may include upfront placement fees, ongoing management fees, or trailer fees.
Gaelin charges a single annual platform fee, capped at 1% and decreasing as invested capital grows, aligned with long-term capital allocation.
Gaelin
Single Platform Fee
Common Market Practice
What Others May Charge
Fee structures vary across the market - these figures reflect common practice
Upfront Fee
None
No charge to invest
Upfront Fee
1%+
Charged on day one on investment amount
Annual Management Fee
≤1%
Capped at 1% - decreases as your investment grows or you invest more
Annual Management Fee
1%+
Annual Trailer Fee
None
I share class has no trailers
Annual Trailer Fee
0.75%
Paid annually, usually embedded in the share class
A note on fund-level costs: Private market funds charge management and performance fees to all investors, including institutions — those fund expenses are identical wherever you invest and are not included in the comparison above. The difference is what fees you pay on top. Ours is capped at 1% annually and decreases as your investment grows. Nothing else.
The Impact of Fees on Compounding
Ending value of a $250,000 investment at 8% gross annual return over 10 years.
Common Practive - Net Value
$453,800
After upfront and annual fees
Gaelin - Net Value
$491,788
After annual fees
Difference
$37,988
Additional return to investor
Illustrative only. Assumes constant annual returns and fees for demonstration purposes. Actual results will vary. This example does not represent any specific investment. Assumes 8% gross annual return, $250,000 initial investment, 10-year horizon. Underlying fund expenses are equal across both and not included. Common market practice return assumes 1% upfront fee, 1% annual management fee, 0.75% annual trailer fee. Gaelin return assumes 1% annual fee. Lower fees for comparable services may be available from other sources.
Built on Institutional Experience
Founded by Vinod Iyer, a former investment banker with nearly two decades of experience, Gaelin was developed to bring disciplined private markets access to individual investors.
Our Story in Numbers
8
Item Title
Managers on platform
12
Item Title
Funds on platform