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CNBCS&P 500 Reaches New All-Time High Amid Tech RallyJust now
BLOOMBERGFederal Reserve Maintains Interest Rates, Signals Data-Dependent Approach07:09
WALL STREET JOURNALBig Tech Earnings Beat Expectations, Stock Prices Soar05:08
REUTERSGlobal Markets Rally on Strong Economic Data04:32
BLOOMBERGOil Prices Rise on OPEC+ Production Cut Decision03:15
FINANCIAL TIMESGold Hits Record High Amid Market Uncertainty02:44
COINDESKBitcoin Surges Past $45,000 on ETF Optimism01:23
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Private Equity: Building Tomorrow's Industry Leaders

We provide strategic capital and expertise to private equity opportunities. Our funds don't just invest; we partner to build lasting value.

What is Private Equity?

Private Equity (PE) involves investing directly into private companies—or taking public companies private. The goal is to acquire, improve, and ultimately sell these companies after a period of significant value creation, typically through operational enhancements, strategic guidance, and market expansion.

How Our Funds Operate

Our approach is hands-on. We identify companies with strong fundamentals but untapped potential. Our strategies include:

Leveraged Buyouts (LBO)

Acquiring a controlling interest in companies using a combination of equity and debt, with a focus on operational improvements and strategic realignment.

Distressed/Turnaround Funds

Investing in or acquiring companies facing financial or operational challenges, providing the capital and expertise needed to restore profitability.

Ideal For

Institutional investors and qualified individuals seeking long-term, non-public market returns and who understand the illiquid nature of these investments.

Risk Level

Medium to High

Key Benefits

Active ownership and operational improvements

Higher return potential than public markets

Strategic value creation through expertise

Long-term wealth building

Historical Performance

Past performance does not guarantee future results. Returns shown are net of fees.

5-Year Return

78.4%

Cumulative

Volatility

14.2%

Annual Standard Deviation

Sharpe Ratio

1.35

Risk-Adjusted Return

Annual Returns

2019
+18.5%
2020
+12.3%
2021
+24.7%
2022
-8.2%
2023
+15.8%

Disclaimer: Past performance is not indicative of future results. All investments involve risk, including the loss of principal. Performance figures are hypothetical and for illustrative purposes only.

Fund Documents & Resources

Download our comprehensive fund materials and performance reports

Private Equity Fund Overview

PDF2.4 MB

Q4 2024 Performance Report

PDF1.8 MB

Fund Prospectus

PDF3.2 MB

Note: Some documents may require investor accreditation verification. Please contact our investor relations team at investors@bellator.com for access.

Ready to Learn More About Private Equity?

Schedule a consultation with our investment team to discuss how this strategy can fit into your portfolio.

Bellator Family Office | Wealth Management & Private Investment