AMG Funds, the U.S. retail distribution arm of the global asset management company, Affiliated Managers Group, Inc. (NYSE: AMG), and Pantheon, a leading global private equity fund investor, today announced the 1933 Act registration of the AMG Pantheon Fund (the “Fund”). This registration makes the Fund more widely available to accredited investors, who now have access to a diversified, institutional-caliber portfolio of private equity through a single investment. The Fund is a multi-manager vehicle that seeks diversification across all key private equity categories—manager, stage, vintage, industry and geography—by targeting opportunities across the private equity universe. Compared with traditional private equity offerings, the Fund features a low minimum investment of $25,000 and simple 1099 tax reporting.
“With consistently superior long-term returns relative to public market assets, private equity has long been a top-performing asset class, to which investors have become increasingly interested in gaining efficient access in order to diversify their portfolios,” said Jeffrey Cerutti, CEO of AMG Funds. “With a long, successful track record spanning over three decades, our Affiliate, Pantheon, is highly respected in private equity investing and an exceptional manager to have at the helm of this Fund. AMG Funds is very pleased to partner with Pantheon in offering an access point for individual investors to participate in this important asset class through this innovative product.”1
“Through the AMG Pantheon Fund, our firm can deploy its investment expertise to deliver a single-allocation private equity vehicle designed for individual investors,” said Kevin Albert, Managing Director at Pantheon. “The Fund provides accredited investors the opportunity to invest alongside our institutional clients, while introducing simplified tax reporting and significantly lower investment minimums than are typical in traditional private equity fund structures.”
The Fund is registered under the Securities Act of 1933 and the Investment Company Act of 1940. For more information on the Fund, please visit www.amgfunds.com/pantheon.
About AMG and AMG Funds
AMG is a global asset management company with equity investments in leading boutique investment management firms. Through AMG’s innovative partnership approach, each Affiliate’s management team retains ownership of significant equity in their firm while maintaining operational and investment autonomy. AMG Funds is the U.S. retail distribution arm of AMG. AMG Funds provides access to premier boutique asset managers through a unique partnership wherein the investment managers remain truly independent. AMG Funds is not beholden to a single investment approach or a single manager to deliver the best investment solutions. This innovative approach leverages the independent manager’s specific expertise to deliver products that cover the complete asset class spectrum. Delivering the talents of independent boutiques under a consolidated platform allows AMG Funds to offer unmatched access to specialized investment expertise. For more information about AMG Funds, please visit www.amgfunds.com.
Founded in 1982, Pantheon is a leading global private equity fund investor with over $30 billion2 in assets under management as of March 31, 2015, managing private equity funds and separate account programs for investors around the world. The firm’s long-term presence in Europe, the U.S. and Asia has allowed the team to develop an extensive network of relationships for rigorous on-site due diligence and ongoing investment monitoring. Pantheon is a trusted partner to over 380 institutional investors across the globe, including public and private pension plans, insurance companies, banks, endowments and foundations.
- Past performance is not indicative of future results.
- This figure includes assets subject to discretionary or non-discretionary management, advice or those limited to a reporting function
This document is not an offer to sell securities issued by AMG Pantheon Fund, LLC (the “Fund”).
Investors should consider the investment objectives, risks, charges and expenses of the Fund carefully before investing. For this and other information, please call 800-835-3879 or visit www.amgfunds.com/pantheon for a free prospectus. The Fund should be considered a speculative investment involving substantial risk. There is no guarantee that the Fund will be successful, produce positive returns, or achieve its investment objective. The Fund is appropriate for investors who can tolerate a high degree of risk, do not require liquid investment and are able to sustain a complete loss of their investment. These and other risks are described in the Fund’s prospectus, which should be read carefully before making any decision to invest.
AMG Distributors, Inc., a member of FINRA/SIPC, is the distributor for the Fund.
Media Contact: Nicole Schoenberg
+1 (212) 279-3115, ext. 236