The fund, which operates as an evergreen interval vehicle, focuses on small- and middle-market opportunities. By targeting this segment, the managers aim to leverage specialized sourcing and reduced competition to generate risk-adjusted returns. According to Cliff Corso, CEO of Advisors Asset Management, the partnership addresses a long-standing gap in the wealth management channel, where private infrastructure has historically remained the exclusive domain of large institutions.

Wilshire, serving as the sub-advisor, brings decades of private markets expertise to the fund. Jason Schwarz, CEO of Wilshire, noted that the current economic climate presents a pivotal opportunity to address global infrastructure needs through targeted investment. The fund is structured to simplify the experience for individual participants, requiring a minimum investment of $5,000 and utilizing Form 1099 for tax reporting instead of the more complex Schedule K-1.

Investors gain exposure to a diversified portfolio of infrastructure funds, secondaries, and co-investments. While the fund offers periodic repurchase opportunities, shares remain illiquid, and the managers emphasize that the product is intended for those capable of tolerating a high degree of risk and a long-term investment horizon.