Interval Fund Providers Jump Hurdles to Reach RIA Market

The largest interval fund provider, Stone Ridge Asset Management, requires RIAs buying its products to complete an educational program, according to prospectuses for its funds. The firm’s three interval funds represented $10.2 billion in net assets as of the fourth quarter of 2018, according to the UMB and Fuse report.

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Article Published on June 19, 2019