Alternative Wealth Partners
Alternative Wealth Partners is a Dallas-based private equity firm founded in 2020 that manages diversified PE funds across energy, infrastructure, manufacturing, and defense for accredited investors who lack traditional network access.
- Company typePrivate
- Founded2020
- HeadquartersSouthlake, United States
- Headcount1–10
- GTM typeB2C
- OfferingServices
What Alternative Wealth Partners does
Alternative Wealth Partners (AWP) is a Dallas-based private equity firm founded in 2020 by Kelly Ann Winget that manages diversified private equity funds for accredited investors who lack traditional network-based access to private markets. The firm serves self-made entrepreneurs, next-generation heirs, established investors seeking additional private market exposure, and legacy-minded investors focused on generational wealth transfer, with typical minimum allocations of $250,000. AWP operates four distinct fund products: AWP Diversity Fund I ($18M deployed, 2021), AWP Energy Fund I ($4.5M deployed, 2023), AWP Overmatch Fund I (defense/national security QOZ, 2024), and AWP Diversity Fund II ($150M target, 2024). Investment sectors span energy, infrastructure, manufacturing, real assets, and defense/national security, with Qualified Opportunity Zone (QOZ) structuring as a recurring tax-advantaged wrapper.
The firm's underlying technology stack is modest: a third-party client portal (AltaReturn with ADFS authentication) for investor reporting, supplemented by standard fund administration through Phoenix Fund Services. Core differentiation comes from specialized QOZ deal structuring, an investor-aligned 'Mutual Skin In The Game' incentive model, and tight coordination with LPs' existing CPAs, RIAs, and attorneys. Following a March 2026 strategic evolution, AWP repositioned from a traditional PE platform into an integrated wealth platform offering three service tiers — Invest (fund access), Plan (fee-based financial planning), and Partner (advisor/platform referral program) — alongside an Insight Hub content engine and downloadable whitepaper resources.
Revenue mechanics rely on management fees and performance-based returns on committed and deployed capital, with no publicly disclosed financials. Go-to-market is direct-to-consumer and enterprise-field-sales hybrid: LPs apply through the website, engage in high-touch fit conversations, and participate in multi-year fund commitments. Marketing relies on founder-led content, PR/earned media (Forbes, Bloomberg TV, SXSW appearances), and a monthly newsletter. The firm is privately held by its founder with no disclosed institutional investors or external equity holders.
Alternative Wealth Partners firmographics
Firmographics- Name
- Alternative Wealth Partners
- Legal name
- Alternative Wealth Partners
- Website
- https://alternativewealthpartners.com
- Company type
- Private
- Founded year
- 2020
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Short description
- Alternative Wealth Partners is a Dallas-based private equity firm founded in 2020 that manages diversified PE funds across energy, infrastructure, manufacturing, and defense for accredited investors who lack traditional network access.
- Ownership category
- akta.pro rank
Alternative Wealth Partners industry classification
Industry- Product category
- Private Equity Fund Management
- NAICS
- Portfolio Management and Investment Advice (523940), Other Investment Pools and Funds (5259), Funds, Trusts, and Other Financial Vehicles (525)
- SIC
- Investment Advice (6282), Security Brokers, Dealers & Flotation Companies (6211)
- akta.pro primary industry
- Real Assets — Real Asset Fund Platforms / Multi-Asset Real Assets (Diversified Real Assets Funds) (FSAHAIAM)
- akta.pro secondary industries
- Alternative Investments for Private Wealth (Hedge Funds, PE/VC Access, Private Credit) (FSAAABAI), Renewables & Energy Transition Funds (Solar, Wind, Hydrogen, CCUS) (FSANAEAD)
Keywords
Where Alternative Wealth Partners is headquartered
LocationHeadquarters
- HQ city
- Southlake
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
Alternative Wealth Partners business model
Business model- GTM type
- B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure, Others
Revenue model
- Private Equity Fund Management: Manages diversified private equity funds investing in energy, infrastructure, manufacturing, and real assets. Revenue generated through management fees and performance-based returns aligned with investor outcomes. 'Mutual Skin In The Game' model where AWP only wins when investors win.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Other | Multi-year contract | AWP Diversity Fund II: Target $150M, minimum $250,000 |
| Other | Multi-year contract | AWP Overmatch Fund I: Defense/National Security QOZ Rollup |
| Other | Multi-year contract | AWP Diversity Fund I (2021): Deployed $18M |
| Other | Multi-year contract | AWP Energy Fund I (2023): Deployed $4.5M |
Go-to-market motion2 records
Distribution channels2 records
Marketing channels5 records
Alternative Wealth Partners product offering
Product offeringCore offering
Alternative Wealth Partners manages diversified private equity funds investing across energy, infrastructure, manufacturing, real estate, and real assets for accredited investors. The firm structures investments to take full advantage of tax incentives, including Qualified Opportunity Zone (QOZ) structures that allow investors to offset tax liability in the year of investment, and provides a holistic wealth management offering combining fund access, portfolio planning, and advisor partnerships.
Product overview
Alternative Wealth Partners operates as an integrated private equity and wealth management platform offering multiple distinct fund products and service tiers. The core investment products include four named funds: AWP Diversity Fund II (open for investment targeting $150M), AWP Overmatch Fund I (closed, Defense/National Security focus), AWP Diversity Fund I (2021, closed, $18M deployed), and AWP Energy Fund I (2023, closed, $4.5M deployed). Beyond funds, the platform provides three engagement services: Invest with AWP (accredited investor fund access), Plan with AWP (fee-based financial planning), and Partner with AWP (advisor/platform partnerships). The offering is complemented by an Insight Hub content platform, downloadable whitepaper resources, and an authenticated Client Portal. The platform emphasizes tax-advantaged structuring, private market diversification, and holistic wealth planning combining investment sourcing with tax planning and estate considerations.
Differentiator
Problem solved
Functional benefit
Products and services
- AWP Diversity Fund II Open-for-investment diversified private equity fund with a $150M target raise, minimum investment of $250,000, and a 3x target return.
- AWP Overmatch Fund I Closed-for-investment private equity fund focused on Defense/National Security Qualified Opportunity Zone rollup strategy with a 5x target return.
- AWP Diversity Fund I Closed-for-investment debut private equity fund from 2021 with $18M deployed, 13.5% dividends paid to date, 150% tax-advantaged return, and minimum investment of $100,000.
- AWP Energy Fund I Closed-for-investment private equity fund from 2023 focused on Oil & Gas and Alternative Energy with $4.5M deployed, 7% dividends paid to date, 100% tax-advantaged return, $100,000 minimum, and 3x target return.
- Invest with AWP Investment management service for accredited investors deploying capital across diversified portfolios of alternative assets, with active management and investor-aligned incentive structures.
- Plan with AWP Fee-based portfolio planning service where the AWP team reviews current holdings, identifies structural risks, and maps where private markets fit into the client's broader portfolio strategy.
- Partner with AWP Partnership program for CPAs, RIAs, attorneys, family offices, and platforms seeking a disciplined, transparent alternative to typical private equity relationships for their clients.
Quantifiable outcome
- AWP Diversity Fund I: 13.5% Dividends Paid to Date, 150% Tax-Advantaged Return
- +3 more outcomes
Companies that use Alternative Wealth Partners
Customer profileSegments4 records
Ideal customer profiles4 records
Alternative Wealth Partners technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Feature1 record
Alternative Wealth Partners partnerships and signals
Strategic signalPartnerships
Four partnerships are on record, tiered core.
- Phoenix Fund ServicescoreFund administration partner providing operational support for Alternative Wealth Partners' funds. Listed as part of AWP's ecosystem of trusted partners.
- ADKFcoreAccounting and tax services partner. Part of AWP's ecosystem supporting investors with tax-advantaged investment structuring.
- Nixon PeabodycoreFund and portfolio legal services. Provides legal support for fund structuring and portfolio company investments.
- Seaton HillcorePortfolio advisory partner providing investment advisory support for AWP's portfolio companies.
Scale indicators4 records
Recent moves7 records
Expansion highlights6 records
Alternative Wealth Partners competitors and assessment
Company assessmentBroad incumbents
- Fundrise: Fundrise is a larger, established private-markets platform offering interval funds and REITs to retail and accredited investors. Comparable to AWP in mission of democratizing alternatives access but broader in product set and lower in minimums.
- Carta: Carta is the dominant private-market infrastructure platform providing cap table management, fund administration, and secondary trading for PE/VC. Comparable to AWP as a participant in the democratized private-markets ecosystem, though primarily infrastructure rather than an investment manager.
Direct peers
- EquityMultiple: EquityMultiple is a real-estate-focused private markets platform for accredited investors with comparable minimums and direct-deal access. Comparable to AWP in providing curated deal flow and tax-oriented structuring to HNW individuals.
- CAIS: CAIS is an alternatives platform built for independent advisors and family offices to access structured products, hedge funds, and private investments. Comparable to AWP in advisor-channel distribution of private market funds.
- Moonfare: Moonfare provides accredited investors direct access to top-tier private equity funds with low minimums. Comparable to AWP in offering fund-of-fund and co-invest private equity access to underserved HNW investors.
- iCapital Network: iCapital operates an alternatives marketplace connecting HNW investors, family offices, and advisors to PE, hedge fund, and private credit managers. Comparable to AWP in serving the underserved-accredited channel with technology-enabled fund access.
- Yieldstreet: Yieldstreet is a private-market alternatives platform offering diversified PE, real estate, and private credit funds to accredited investors with similar minimums. Most directly comparable to AWP in democratizing alternatives access for HNW individuals.
- CrowdStreet: CrowdStreet is an online private equity real estate marketplace serving accredited investors with sponsor-vetted offerings. Comparable to AWP in democratizing deal-level access and combining it with education for self-directed HNW investors.
Emerging players
- Republic: Republic provides access to private investments including startup equity, venture, and crypto through a digital platform. Comparable to AWP in serving next-gen investors seeking alternatives but with venture/private-company rather than diversified PE focus.
- Masterworks: Masterworks offers fractionalized blue-chip art investments to accredited investors, similar to AWP in targeting self-made investors seeking alternatives beyond public markets. Adjacent asset class but comparable platform thesis.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat5 records
Key risks6 records
Key highlights7 records
Customer concentration
Alternative Wealth Partners social profiles
Digital presenceAlternative Wealth Partners financial estimates
Financial estimateRevenue estimate
Valuation estimate
Alternative Wealth Partners leadership team
Management profileNumber of profiles
Profiles8 records
Alternative Wealth Partners funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Alternative Wealth Partners M&A and investment
M&A and investmentM&A
Investments1 record
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Alternative Wealth Partners
What does Alternative Wealth Partners do?
Alternative Wealth Partners manages diversified private equity funds investing across energy, infrastructure, manufacturing, real estate, and real assets for accredited investors. The firm structures investments to take full advantage of tax incentives, including Qualified Opportunity Zone (QOZ) structures that allow investors to offset tax liability in the year of investment, and provides a holistic wealth management offering combining fund access, portfolio planning, and advisor partnerships.
Is Alternative Wealth Partners a public or private company?
Alternative Wealth Partners is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was Alternative Wealth Partners founded?
Alternative Wealth Partners was founded in 2020. It employs 1 to 10 people.
Where is Alternative Wealth Partners based?
Alternative Wealth Partners is headquartered in Southlake, United States, in the North America region.
How does Alternative Wealth Partners make money?
One revenue line is on record: private Equity Fund Management.
Who are Alternative Wealth Partners's main competitors?
Broad incumbents on record are Fundrise and Carta. Direct peers are EquityMultiple, CAIS, Moonfare, iCapital Network, Yieldstreet and CrowdStreet. Emerging players are Republic and Masterworks.
Does Alternative Wealth Partners have an API?
No public API is recorded for Alternative Wealth Partners.
What industry is Alternative Wealth Partners in?
Alternative Wealth Partners's product category is Private Equity Fund Management. Its primary akta.pro industry code is FSAHAIAM, Real Assets — Real Asset Fund Platforms / Multi-Asset Real Assets (Diversified Real Assets Funds), with a secondary code of FSAAABAI, Alternative Investments for Private Wealth (Hedge Funds, PE/VC Access, Private Credit). Its NAICS code is 523940 and its SIC code is 6282.