Exchange funds have existed for decades, but they’ve been opaque and expensive — typically charging 1%+ annually just to hold a diversified basket. Glidepath rebuilds the exchange fund with technology that cuts the overhead of traditional funds, passing the savings back to investors via a 0% management fee.
Check eligibility
Accept your invite to reserve capacity
Set up your brokerage account
Transfer your securities
Sign documents
Close
After close, your concentrated stock becomes an interest in a broad, diversified portfolio. After the seven-year holding period, redemption options become available — you decide when, and whether, to realize gains.
Our team
Our team brings experience from AQR, Citadel, BlackRock, JP Morgan, iCapital and FINRA — spanning quantitative asset management, fund operations, alternative-investment platforms, and securities regulation.
Our investors
Glidepath is backed by partners at Spark Capital, Kleiner Perkins, Susa Ventures, Collective Global, and angel investors from across finance and technology.
Who it's for
The Glidepath Exchange Fund is available to qualified purchasers ($5M+ in investable assets) with a minimum contribution of $100,000. The fund is offered exclusively through its Confidential Private Placement Memorandum.
Why you can trust Glidepath
Regulated and accountable. Interests are offered through Pod Securities LLC, a broker-dealer registered with the SEC and a member of FINRA and SIPC. Verify at FINRA BrokerCheck.
Your assets sit in a fund you own. The Glidepath Exchange Fund is a separate legal entity, owned by its investors. Fund assets are held for the benefit of investors and are not assets of Glidepath’s operating companies.
Institutional partners. The fund’s structure has been developed with nationally recognized administrative, custody, legal, and accounting advisors.
Full documentation. Every offer is made only through official fund documents, which describe the fund’s terms, risks, and tax considerations in full.