Alts
EXCELLED.

Accelerating the Growth of Alternatives in the U.S. Wealth Management Marketplace.
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EXECUTION. INSIGHT. SYNERGY.
The foundation for our strategy and your AUM scale.
EXECUTION. INSIGHT. SYNERGY.
We identify opportunities and see around corners to position our clients ahead of the curve.
EXECUTION. INSIGHT. SYNERGY.
From product to sales, we execute seamlessly—scaling growth efficiently and cost-effectively.
EXECUTION. INSIGHT. SYNERGY.
Collaboration multiplies impact—aligning strengths to drive market penetration and long-term success.

Empowering Alternative Asset Managers to Succeed in Wealth Management.

AltsXL partners with alternative asset managers to streamline expansion into U.S. Wealth Management channels across product, marketing, sales, and distribution. Our turnkey solution empowers managers to efficiently and cost-effectively navigate the wealth management landscape, delivering tailored solutions that optimize market entry and accelerate growth.

The partnership that drives client success.

With six decades of combined experience and 15 years working together, Parker Roy and Jerry Vainisi bring a powerful balance of strategic vision, operational precision, and entrepreneurial spirit. Their complementary expertise forms the foundation of AltsXL’s approach. Together, they have helped institutional asset managers navigate Wealth Management channels, build scalable platforms, and drive sustainable growth.

The partnership that drives client success.

With six decades of combined experience and 15 years working together, Parker Roy and Jerry Vainisi bring a powerful balance of strategic vision, operational precision, and entrepreneurial spirit. Their complementary expertise forms the foundation of AltsXL’s approach. Together, they have helped institutional asset managers navigate Wealth Management channels, build scalable platforms, and drive sustainable growth.

Core Values

Our Core Values are the foundation of everything we do, guiding our approach, and ensuring long-term success for our clients.

The Company We Keep

Over the years, we have worked with some of the most respected names in asset management, wealth management, and intermediary distribution. Below is a selection of firms we’ve represented in various capacities—from consulting to capital raise to executive leadership roles:
Ticker
• Aberdeen Apollo Avenue Capital Barings Brookfield Carlyle Citigroup Cushing DoubleLine Eaton Vance Morgan Stanley Nuveen Oaktree Smith Barney Thornburg Vision 4 Aberdeen Apollo Avenue Capital Barings Brookfield Carlyle Citigroup Cushing DoubleLine Eaton Vance Morgan Stanley Nuveen Oaktree Smith Barney Thornburg Vision 4 Aberdeen Apollo Avenue Capital Barings Brookfield Carlyle Citigroup Cushing DoubleLine Eaton Vance Morgan Stanley Nuveen Oaktree Smith Barney Thornburg Vision 4 Aberdeen Apollo Avenue Capital Barings Brookfield Carlyle Citigroup Cushing DoubleLine Eaton Vance Morgan Stanley Nuveen Oaktree Smith Barney Thornburg Vision 4 Aberdeen Apollo Avenue Capital Barings Brookfield Carlyle Citigroup Cushing DoubleLine Eaton Vance Morgan Stanley Nuveen Oaktree Smith Barney Thornburg Vision 4

A Fully Integrated Distribution Partnership

AltsXL and Vision 4 Fund Distributors combine to deliver a comprehensive 27-person national sales organization producing one of the largest 3rd party sales teams in intermediary Wealth Management distribution. Through our fully integrated partnership, we deliver in-house broker-dealer services, strategic consulting, platform development, and a robust national distribution platform.

Our team leverages thousands of advisor relationships to market products, elevate brands, and increase market penetration. Since 2010, we have raised over $20 billion across diverse investment strategies and products, providing the reach and expertise to accelerate success in the Wealth Management market.
*$20b is the total capital raised by Vision 4 and its predecessor firm TS Capital.

Ready to unlock your potential in Wealth Management?