AssetMark announced the expansion of its private markets platform with the addition of the Calamos Aksia Private Equity and Alternatives Fund (CAPVX) and the StepStone Private Equity Strategies Fund (STPEX). With these two additions, the platform now offers six interval funds spanning private credit, private real estate, private infrastructure and private equity, integrated into AssetMark's unified managed account technology. The new funds build on AssetMark's existing private credit, private real estate and private infrastructure strategies, which launched in November 2025, and add diversified private equity exposure across four categories. The funds are available as standalone investments or within professionally managed, goals-based private markets strategies, including GPS Select Access and SAVOS Personal Portfolios Access, at a $250,000 minimum investment. AssetMark also recently appointed Byron Dolven as VP of Private Markets Product Strategy. As of June 30, 2026, AssetMark had over $180 billion in assets across its platforms and serves more than 10,000 financial advisors and over 340,000 investor households.
Stepstone Group IncStepStone's private equity fund (STPEX) is added to AssetMark's platform, expanding distribution of its product.
Bank of Chongqing Co LtdAssetMark expands its private markets platform to six interval funds, broadening its product offering for advisors.
