AssetMark Expands Private Markets Platform with New Funds

CONCORD, Calif., Sept. 23, 2026 /CourierPR/ -- AssetMark, a leading wealth management platform for independent financial advisors, today announced the expansion of its private markets platform with the addition of the Calamos Aksia Private Equity and Alternatives Fund (CAPVX) and the StepStone Private Equity Strategies Fund (STPEX). With these additions, advisors now have access to six interval funds spanning private credit, private real estate, private infrastructure and private equity, integrated into AssetMark’s unified managed account (UMA) technology.

The new funds add diversified private equity exposure, expanding AssetMark’s private markets platform across four categories. These additions build on AssetMark’s existing private credit, private real estate, and private infrastructure strategies, which launched in November 2025. The new funds are available as standalone investments or within professionally managed, goals-based private markets strategies that can be incorporated alongside clients’ existing public-market holdings. For advisors seeking a more turnkey approach, private markets are available through GPS Select Access and SAVOS Personal Portfolios Access. These professionally managed portfolios combine active public market management with integrated private markets exposure, all within a single portfolio, at a $250,000 minimum investment.

Cerulli Associates’ 2026 U.S. Private Markets report suggests that private market adoption is increasingly moving from access to portfolio integration. The report identifies diversified, alternative asset-allocation models as the next stage of private-markets adoption, noting that a professionally vetted model delivered through a single implementation point can reduce operational complexity, saving time for advisors. AssetMark’s private markets platform reflects this evolution by integrating private equity into UMA and managed-portfolio solutions, supported by curated manager selection and ongoing oversight. This approach is especially relevant as advisors consider how private equity can complement public-market exposure.

The Calamos Aksia Private Equity and Alternatives Fund leverages Aksia’s institutional manager research platform to identify high-conviction opportunities, while the StepStone Private Equity Strategies Fund draws on StepStone’s global private markets platform, scale, and manager relationships to provide diversified exposure across private equity strategies.

An effective private equity allocation is grounded in rigorous research, disciplined investment selection, and the flexibility to pursue high-conviction opportunities across the asset class. The Calamos Aksia Private Equity and Alternatives Fund combines Aksia’s institutional private equity capabilities with Calamos’ experience in liquid alternative investments to deliver a conviction-driven portfolio anchored by private equity, including secondary and co-investment opportunities with an emphasis on smaller and middle-market opportunities. We are pleased to make this approach available to advisors through AssetMark’s platform, where it can be considered as part of a broader private markets allocation.

StepStone’s Private Equity Strategies Fund reflects a focus on bringing StepStone’s institutional private markets capabilities to those investors in an efficient and thoughtful way. The StepStone Private Equity Strategies Fund draws on our global scale, proprietary data, and deep investment expertise to provide diversified exposure to high-conviction private equity managers across primary investments, secondaries, and co-investments. Through AssetMark, we are pleased to make that exposure more accessible to advisors and their clients.

Founded in 1996, AssetMark has over 1,100 employees and serves more than 10,000 financial advisors and over 340,000 investor households. As of June 30, 2026, the firm had over $180 billion in assets across its platforms. AssetMark, Inc. is an investment adviser registered with the U.S. Securities and Exchange Commission. AssetMark Asset Management, a division of AssetMark, Inc., includes the firm’s proprietary investment strategies. AssetMark and third-party strategists and service providers are separate and unaffiliated companies. Each party is responsible for their own content and services.

AssetMark continues to invest in its private markets capabilities and team, including the recent appointment of Byron Dolven as VP of Private Markets Product Strategy, who brings more than a decade of experience building and managing alternative investment platforms for financial advisors.

To learn more about AssetMark’s Private Markets solution, visit: Private Markets | AssetMark.

The minimum investment for the new funds is $250,000. Cerulli Associates’ 2026 U.S. Private Markets report suggests that private market adoption is increasingly moving from access to portfolio integration. Cerulli Associates’ 2026 U.S. Private Markets report suggests that private market adoption is increasingly moving from access to portfolio integration. Cerulli Associates’ 2026 U.S. Private Markets report suggests that private market adoption is increasingly moving from access to portfolio integration. Cerulli Associates’ 2026 U.S. Private Markets report suggests that private market adoption is increasingly moving from access to portfolio integration. Cerulli Associates’ 2026 U.S. Private Markets report suggests that private market adoption is increasingly moving from access to portfolio integration. Cerulli Associates’ 2026 U.S. Private Markets report suggests that private market adoption is increasingly moving from access to portfolio integration. Cerulli Associates’ 2026 U.S. Private Markets report suggests that private market adoption is increasingly moving from access to portfolio integration. Cerulli Associates’ 2026 U.S. Private Markets report suggests that private market adoption is increasingly moving from access to portfolio integration. Cerulli Associates’ 2026 U.S. Private Markets report suggests that private market adoption is increasingly moving from access to portfolio integration. Cerulli Associates’ 2026 U.S. Private Markets report suggests that private market adoption is increasingly moving from access to portfolio integration. Cerulli Associates’ 2026 U.S. Private Markets report suggests that private market adoption is increasingly moving from access to portfolio integration. Cerulli Associates’ 2026 U.S.