Family members can participate in the various investment choices offered by Sedgwick by investing in one or more of four separate partnerships:

All family members can participate in Sedgwick Street Fund, LLC with a minimum investment of $25,000. This investment may be allocated among one or more investment choices, provided that the minimum investment in any single fund is $5,000. Additions and withdrawals of at least $5,000 may be made, and rebalancing may be accomplished on the first business day of each month.

Sedgwick Street Fund, LLC contains the following traditional investment portfolios:

      • Fixed Income Fund
      • Social Impact Fixed Income Fund
      • Global Opportunities Fund
      • Large Cap Equity Fund
      • Mid Cap Equity Fund
      • Small Cap Equity Fund
      • International Fund
      • Social Impact Equity Fund
      • Real Asset Fund

This fund’s investment strategy is designed to generate returns that are not highly correlated to the public securities markets, i.e., a fund that cushions, or “hedges”, market volatility.

Sedgwick Equity Partners, LLC (“SEP”) was formed in 2000 as a pooled vehicle through which family members who are accredited investors can participate in alternative investment offerings that are longer-term.


As a result of SEP’s restructuring in 2006, it is now a “qualified purchaser”, and its activities are the responsibility of a Manager with input from an Advisory Board.  Sedgwick Advisers, LLC serves as the Manager, and CAPTRUST is the Investment Consultant.


Series of Private Equity Programs

  • Abbott Capital Private Equity Fund III
  • Portfolio Advisors Private Equity Fund III
  • Private Equity Fund 2008 
  • Private Equity Fund 2013
  • Private Equity Fund 2016
  • Private Equity Fund 2020
  • Private Equity Fund 2024

Series of Real Estate Programs

  • Real Estate Portfolio I 
  • Real Estate Portfolio II
  • Real Estate Portfolio III
  • Real Estate Portfolio IV
  • Real Estate Portfolio V

These funds are closed to new investors.  However, Sedgwick Equity Partners, LLC, intends to offer additional private equity and real estate programs in the future so that investors can keep their allocation to these asset classes constant.

Whereas Sedgwick Street Fund, LLC does not have a net worth requirement, the other partnerships require an investor to be “accredited”.  Broadly speaking, individuals are accredited investors if they, together with their spouse, have a net worth of at least $1 million or annual income of $300,000 or more.