What's New In Investments, Funds? – Willow Wealth

Editorial Staff

9 December 2025

Willow Wealth, a US-based private markets platform, has launched direct access to evergreen funds from Carlyle, Goldman Sachs Asset Management and StepStone.

The following funds can be accessed over Willow Wealth’s channel: Carlyle Tactical Private Credit Fund; StepStone Private Markets; and Goldman Sachs Real Estate Diversified Income Fund.

“Private markets are undergoing a shift in how they’re accessed and who can access them,” Mitchell Caplan, CEO of Willow Wealth, said. “Today’s announcement represents our vision for the next generation of private markets investing – one where investors can build complete portfolios combining always-on-core exposure through evergreen funds with targeted, differentiated individual opportunities."

Private markets evergreen funds, generally structured as interval or tender offer funds, represent more than $180 billion in assets under management and have been available for years through RIAs, Willow Wealth said. It wants to change this situation by offering access to a curated slate of evergreen funds, alongside its existing drawdown funds, individual investments, and managed portfolio solution on the platform.

The three funds joining the platform collectively represent more than $11.7 billion in assets under management as of September 30, 2025.