YCharts, a leading investment research and client engagement platform trusted by financial professionals across North America, today announced a major expansion of its Alternatives Data offering. The expansion brings private markets and alternative investments into the same platform advisors and wholesalers already use to analyze portfolios and prepare for client conversations.

Building on the Hamilton Lane private markets benchmarks introduced into YCharts earlier this year, Alternatives Data now adds coverage of private capital funds, semi-liquid funds such as business development companies (BDCs) and non-traded REITs, interval and tender offer funds, hedge fund strategies, and funds available through iCapital. Advisors, wholesalers, and research teams can now research, compare, and hold alternatives in a portfolio, and evaluate them alongside their public holdings.

CLOSING THE GAP BETWEEN INTEREST AND IMPLEMENTATION

Advisor interest in alternatives is well established. What has lagged is a practical way to work with them. In a survey of Registered Investment Advisors conducted earlier this year, 95% said alternatives already appear in client portfolios, and more than half are looking to increase their use. Yet allocations remain modest: nearly half of advisors who use alternatives keep them under 10% of client portfolios.

The barriers are practical, not philosophical. Liquidity concerns topped the list, cited by 61% of advisors, while just 14% said alternatives lack a role in the portfolio. Advisors want alternatives in client portfolios, but working with them has stayed fragmented and manual.

Alternatives Data was built into YCharts to reduce that friction. Instead of piecing together filings, portals, and offline sources, or relying on a public fund as a stand-in, wealth professionals can bring the actual alternative into the portfolio, research it alongside public holdings, and measure it against benchmarks built for private markets. Wholesalers can show where a private markets product fits within an advisor’s broader portfolio, using real fund and benchmark data rather than public proxies.

ALTERNATIVES, EVALUATED LIKE ANY OTHER HOLDING

“Advisors and wholesalers have always needed to see the whole portfolio, from public holdings to private funds and everything in between,” said Caleb Eplett, Chief Product Officer at YCharts. “Until now, alternatives have largely lived outside that view. YCharts brings them into one place, so wealth professionals can evaluate alternatives with the same rigor and ease they apply to every other holding.”

FULL COVERAGE:

Coverage

What It Covers

Hamilton Lane Private Markets Benchmarks

Benchmarks across private equity, private credit, and private real assets, built from Limited Partner cash flow data, for measuring private allocations against a true private markets reference

Unlisted Closed-End Funds

Interval and tender offer funds with look-through holdings, so advisors can see what’s inside the fund

Hedge Fund Strategies

Strategy-level data, comparable against public and private holdings

Semi-Liquid Funds

BDCs and non-traded REITs

iCapital Funds

Funds from the iCapital alternatives marketplace, researchable alongside the rest of the portfolio

Private Capital Funds

Fund-level coverage of drawdown vehicles across private equity, venture capital, private credit, and real assets, spanning managers such as KKR, Blackstone, Carlyle, and CVC, with a redesigned private capital quote page

Hamilton Lane benchmarks, unlisted closed-end funds, and hedge fund strategies are included with a YCharts Professional license, with private capital, semi-liquid, and iCapital fund coverage available as an add-on.

The expansion marks the next phase of YCharts’ commitment to bringing alternative investment data and other relevant datasets into the workflows of advisors and wholesalers, with more coverage to come. To learn more or book a demo, visit the YCharts Alternatives Data page or contact hello@ycharts.com.

ABOUT YCHARTS

YCharts is a top-ranked investment research and client engagement platform that enables financial advisors and asset managers to make smarter investment decisions and better communicate with clients. Trusted by over 15,000 financial professionals and recognized as the Investment Research market leader by Kitces research, YCharts brings portfolio analysis, risk, proposals, and client communication together in one AI-enabled platform. YCharts earned a 2025 Wealthie Award for its AI Chat feature and has been recognized for the past decade on the Inc. 5000 list of America’s fastest-growing private companies. Learn more at www.YCharts.com.

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