Accredited & Qualified Investors Only · New York · Freehold · Greenwich
SPVs · Pre-IPO · Private Placements

Private market access, refined for accredited and qualified investors.

SPV Advisors connects high-net-worth investors with vetted Special Purpose Vehicles, pre-IPO stocks, qualified investor funds, and private placements — sourced and structured with institutional rigor across New York, New Jersey, and Connecticut.

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Why SPV Advisors

A different standard for private market access.

The private markets reward investors who get into the right deals — at the right valuations, with the right structure. SPV Advisors brings the sourcing discipline, legal architecture, and post-investment monitoring you'd expect from a family office, available to individual accredited and qualified investors.

Every SPV, pre-IPO allocation, and private placement we surface is reviewed for sponsor quality, valuation defensibility, lockup terms, and exit visibility before it ever reaches a client.

01

Vetted SPV Sponsors

We work exclusively with SPV sponsors and platforms whose underwriting, custody, and reporting standards meet institutional benchmarks — not influencer-driven dealflow.

02

Real Pre-IPO Allocations

Direct relationships with secondary platforms, employee shareholders, and primary issuers give SPV Advisors clients access to late-stage pre-IPO stocks that rarely surface in retail channels.

03

Accreditation Done Right

Whether you're an accredited investor, qualified client, or qualified purchaser, we route you to fund structures appropriate for your status — including 3(c)(1) and 3(c)(7) vehicles.

04

Three Regional Offices

Meet your advisor in Midtown Manhattan, central New Jersey, or Greenwich. We serve the broader Tri-State Area with the kind of presence private markets demand.

Strategies & Services

Built for the private side of the market.

From single-asset SPVs holding pre-IPO stock to multi-strategy alternative investment portfolios for qualified purchasers, our specialists structure access to the opportunities that drive long-term private market returns.

— 01

SPVs

Single-asset Special Purpose Vehicles let accredited investors pool capital to access pre-IPO companies, real estate co-investments, and private credit deals — with clean cap-table treatment and transparent fees.

Structure an SPV →
— 02

Pre-IPO Stocks

Curated access to late-stage private companies sourced through secondary platforms, employee shareholders, and tender offers. We surface only allocations with credible valuation marks and reasonable lockup terms.

View Pre-IPO Deals →
— 03

Accredited Investor Funds

3(c)(1) fund structures open to investors meeting SEC accreditation thresholds — covering venture, private equity, real estate, and private credit strategies with verified sponsors.

Browse Funds →
— 04

Qualified Investor Funds

3(c)(7) vehicles built for qualified purchasers ($5M+ in investments). These funds remove the 100-investor cap and unlock institutional-grade strategies typically reserved for endowments and family offices.

Qualify & Allocate →
— 05

Private Placements

Regulation D 506(b) and 506(c) private placements across operating companies, real estate sponsors, and structured credit issuers — each diligenced on sponsor track record and deal economics.

Review Offerings →
— 06

Alternative Investments

Diversified alternative investment portfolios spanning venture, growth equity, private credit, real assets, and hedged strategies — sized appropriately to your overall balance sheet and time horizon.

Build Your Portfolio →
— 07

Find an Advisor

Get matched with an SPV Advisors specialist at the New York, Freehold, or Greenwich office best suited to your accreditation status, asset class preferences, and check size.

Get Matched →
— 08

Investor Education

SPV mechanics, Reg D rules, qualified purchaser tests, lockups, secondary markets, distribution waterfalls. We make sure you understand the structure before you sign a subscription agreement.

Read the Briefs →
— 09

Tri-State Service

In-person meetings in Manhattan, Monmouth County, and Fairfield County. Discreet, relationship-driven, and built on the standard the New York metro area expects.

Visit an Office →
Our Offices

Three Tri-State locations. One standard.

Meet with an SPV Advisors specialist in Midtown Manhattan, Freehold, or Greenwich. Every office offers the full range of SPVs, pre-IPO stocks, accredited and qualified investor funds, private placements, and alternative investment strategies.

New York
Bryant Park
SPV Advisors — New York
104 W 40th St. Suite 400 NY NY 10018
Phone212-935-9007
Emailinfo@spvadvisors.com
HoursMon–Fri · 9:00–6:00
Services Offered
  • SPVs
  • Pre-IPO
  • Accredited Funds
  • Qualified Funds
  • Private Placements
  • Alternatives
Learn About This Office →
New Jersey
Freehold
SPV Advisors — Freehold
4400 US 9 Suite 1000 Freehold NJ 07728
Phone646-513-6466
Emailinfo@spvadvisors.com
HoursMon–Fri · 9:00–6:00
Services Offered
  • SPVs
  • Pre-IPO
  • Accredited Funds
  • Qualified Funds
  • Private Placements
  • Alternatives
Learn About This Office →
Connecticut
Greenwich
SPV Advisors — Greenwich
500 West Putnam Ave South 400
Greenwich St 06830
Phone646-233-5353
Emailinfo@spvadvisors.com
HoursMon–Fri · 9:00–6:00
Services Offered
  • SPVs
  • Pre-IPO
  • Accredited Funds
  • Qualified Funds
  • Private Placements
  • Alternatives
Learn About This Office →

SPVs, Pre-IPO Stocks & Private Placements in New York City

SPV Advisors operates its flagship New York office at 104 W 40th St, Suite 400, New York, NY 10018 — half a block from Bryant Park and walking distance to the Empire State Building, Grand Central Terminal, and Times Square. From this Midtown Manhattan address, our specialists help accredited investors, qualified clients, and qualified purchasers structure access to SPVs, pre-IPO stocks, accredited investor funds, qualified investor funds, private placements, and the broader universe of alternative investments.

New York's private markets are unlike any other. Late-stage venture rounds, secondary tender offers, employee liquidity programs, and Reg D 506(c) offerings move through Midtown every day — and most of that flow never reaches the retail investor. Our NYC office exists to give individual investors the same sourcing, diligence, and structuring advantage that family offices and institutional allocators bring to the table.

Find an Advisor in New York

Whether you are looking to allocate to a single-asset SPV holding pre-IPO stock in a category-defining private company, or to build a diversified alternative investments sleeve across venture, private credit, and real assets, our New York advisors will walk you through the structure, the economics, and the risks before you commit a dollar. Use the Find an Advisor form on this page to schedule an introductory conversation.

Services at Our New York Office

  • SPVs — Single-asset Special Purpose Vehicles for pre-IPO stocks, real estate co-investments, and private credit deals.
  • Pre-IPO Stocks — Secondary access to late-stage private companies through vetted platforms and direct shareholder relationships.
  • Accredited Investor Funds — 3(c)(1) fund structures across venture, private equity, real estate, and private credit.
  • Qualified Investor Funds — 3(c)(7) vehicles for qualified purchasers, with no investor cap and institutional-grade strategies.
  • Private Placements — Regulation D 506(b) and 506(c) offerings reviewed for sponsor quality and valuation defensibility.
  • Alternative Investments — Diversified portfolios spanning venture, growth equity, private credit, real assets, and hedged strategies.

Who We Serve in the New York Metro

Our New York office serves accredited and qualified investors across Manhattan, Brooklyn, Queens, Long Island, Westchester County, and Northern New Jersey. Clients include senior professionals in finance, technology, law, and real estate, as well as business owners preparing for or following a liquidity event. Every engagement begins with verifying your investor status and aligning the strategy to your time horizon, liquidity needs, and overall portfolio.

SPVs, Pre-IPO Stocks & Alternative Investments in Freehold, NJ

SPV Advisors serves Monmouth County and central New Jersey from 4400 US-9, Freehold, NJ 07728, conveniently positioned on the Route 9 corridor near Freehold Raceway Mall. Our Freehold office brings full SPV Advisors capabilities — SPVs, pre-IPO stocks, accredited investor funds, qualified investor funds, private placements, and alternative investments — to high-net-worth investors throughout the Jersey Shore region without requiring a trip into Manhattan.

Central New Jersey is home to a deep bench of business owners, entrepreneurs, real estate operators, and finance professionals who have built significant private wealth — and who increasingly want exposure to the kind of late-stage private equity and pre-IPO opportunities that historically lived only on the buy-side desks of Manhattan. Our Freehold advisors close that gap.

Find an Advisor in Freehold

Our Freehold specialists are fluent in the structures that matter for accredited investors and qualified purchasers across New Jersey: 3(c)(1) and 3(c)(7) funds, Reg D 506(b) and 506(c) private placements, single-asset SPVs, and diversified alternative investment portfolios. Schedule a meeting through the Find an Advisor form, by phone, or by visiting the office.

Services at Our Freehold Office

  • SPVs — Pool capital into single-asset Special Purpose Vehicles to access opportunities above your individual check size.
  • Pre-IPO Stocks — Curated late-stage private company allocations with verified sourcing and reasonable lockup terms.
  • Accredited Investor Funds — Open to investors meeting SEC accreditation thresholds; covering venture, real estate, and credit.
  • Qualified Investor Funds — For qualified purchasers with $5M+ in investments; institutional strategies without the investor cap.
  • Private Placements — Reg D offerings across operating companies, real estate sponsors, and structured credit issuers.
  • Alternative Investments — Diversified private market portfolios sized to your overall balance sheet.

Who We Serve in Central New Jersey

Our Freehold office serves accredited and qualified investors across Monmouth County, Ocean County, Middlesex County, and the broader Jersey Shore — including Freehold, Marlboro, Manalapan, Colts Neck, Holmdel, Red Bank, Rumson, Middletown, and Toms River. We meet in person at the Freehold office, by video, or at a client's home or office anywhere in the region.

SPVs, Pre-IPO Stocks & Private Placements in Greenwich, CT

SPV Advisors serves the densest concentration of hedge fund managers, private equity principals, and family office allocators in the country from our office at 500 West Putnam Avenue, South 400, Greenwich, CT 06830. From this Fairfield County address, our advisors structure access to SPVs, pre-IPO stocks, accredited investor funds, qualified investor funds, private placements, and a full slate of alternative investments for the most sophisticated investors in the Tri-State Area.

Greenwich clients tend to know exactly what they want: clean SPV documentation, transparent fee economics, verified secondary sources for pre-IPO allocations, and qualified purchaser fund structures that don't compromise on strategy. Our Greenwich practice is built for that level of expectation.

Find an Advisor in Greenwich

Whether you are looking to add a single late-stage pre-IPO position to an existing portfolio, build a 3(c)(7) qualified investor fund allocation across multiple sponsors, or evaluate a specific Reg D 506(c) private placement, our Greenwich advisors will engage at the level of detail you expect. Use the Find an Advisor form to get matched.

Services at Our Greenwich Office

  • SPVs — Single-asset SPV structuring, diligence, and ongoing investor reporting.
  • Pre-IPO Stocks — Direct access to secondary platforms, tender offers, and employee shareholder flow for late-stage private companies.
  • Accredited Investor Funds — 3(c)(1) funds for accredited investors across venture, private equity, real estate, and private credit.
  • Qualified Investor Funds — 3(c)(7) qualified purchaser funds with institutional-grade strategies and uncapped investor counts.
  • Private Placements — Curated Reg D 506(b) and 506(c) deals across asset classes.
  • Alternative Investments — Custom alternative investment portfolios for individuals, trusts, and family entities.

Who We Serve in Fairfield County

Our Greenwich office serves accredited and qualified investors across Greenwich, Stamford, Darien, New Canaan, Westport, Wilton, Riverside, Cos Cob, and Old Greenwich, as well as adjoining markets in Westchester County including Rye, Harrison, Scarsdale, and Bedford. The practice is built for individuals, trusts, qualified retirement accounts, and family entities that want institutional-caliber private market access.

FAQ

Questions, answered.

Quick reference for the most common questions about SPVs, pre-IPO investing, fund structures, and private placements.

What is an SPV (Special Purpose Vehicle)?
An SPV, or Special Purpose Vehicle, is a separate legal entity formed to hold a single investment — most often a stake in a pre-IPO company, real estate asset, or private placement. SPVs allow accredited and qualified investors to pool capital and access opportunities that would otherwise have minimum check sizes far above an individual allocation.
How do I invest in pre-IPO stocks?
Pre-IPO stocks are shares of late-stage private companies that have not yet completed an initial public offering. Investors typically access them through SPVs, secondary market platforms, or direct primary allocations. SPV Advisors helps accredited investors evaluate sourcing, valuation, lockups, and exit scenarios before committing capital.
What is the difference between an accredited investor fund and a qualified investor fund?
Accredited investor funds are open to investors who meet the SEC Rule 501 thresholds — generally $200,000+ in individual income, $300,000+ joint, or $1 million net worth excluding primary residence. Qualified investor funds (commonly Qualified Purchaser funds under Section 2(a)(51) of the Investment Company Act) require $5 million or more in investments and unlock 3(c)(7) structures with no investor cap.
Are private placements regulated?
Yes. Private placements are typically offered under Regulation D — most commonly Rule 506(b) or 506(c) — which exempt the issuer from full SEC registration but still require compliance with disclosure, anti-fraud, and investor verification rules. Working with an advisor helps ensure the deal documents, subscription agreement, and accredited verification are properly in order.
What counts as an alternative investment?
Alternative investments include any asset class outside traditional public stocks, bonds, and cash. The category covers private equity, venture capital, hedge funds, real assets, private credit, pre-IPO stocks, SPVs, and structured private placements. They are valued for diversification, return potential, and lower correlation with public markets.
How do I find an advisor through SPV Advisors?
Use the Find an Advisor matching form on this site. We connect you with a vetted professional at our New York, Freehold NJ, or Greenwich CT office based on your accreditation status, investment objectives, time horizon, and the asset classes you want exposure to.

Ready to access the private side of the market?

Get matched with an SPV Advisors specialist at our New York, Freehold, or Greenwich office. We'll walk you through SPVs, pre-IPO stocks, accredited and qualified investor funds, private placements, and alternative investments — and structure the access that fits.

Find an Advisor →