Marquee is developing $25 million life settlement fund tranches for eligible accredited investors, with anticipated individual commitments ranging from approximately $50,000 to $5 million, subject to final offering terms.
The strategy is intended for investors who understand private investments, can tolerate illiquidity and are able to bear the risk of loss. Eligibility will be determined under the applicable offering structure and governing documents.
Among the available qualifying pathways, an individual may qualify based on net worth over $1 million excluding the primary residence, or income above $200,000 individually / $300,000 jointly in each of the prior two years with a reasonable expectation of reaching the same level in the current year. Other professional and entity pathways also exist.
This summary is not legal advice and is not exhaustive. Final eligibility and any required verification will be determined for the applicable offering.
Marquee’s current objective is to organize capital into approximately $25 million investment fund tranches, allowing acquisition programs to be deployed in defined pools.
Anticipated investor sizes span qualified individual investors through family offices and larger private-capital allocators, subject to final fund terms and capacity.
Target acquisitions are expected to emphasize policies on insureds age 80 and older, while underwriting each policy on its complete economic and medical profile.
No. Any target, projection or modeled return is based on assumptions and is not a guarantee. Actual results can vary materially due to longevity, premiums, acquisition pricing, carrier matters, expenses and other risks.
The underlying maturity event—an insured’s death—is not caused by stock or bond market returns. That can make life settlement cash flows less directly sensitive to market cycles. The strategy is not immune to broader economic effects, financing conditions or other risks.
Life settlement investments are inherently illiquid and timing depends on policy maturities. Any fund term, extension rights, distribution policy and liquidity provisions will be defined in the final offering documents.
Death benefits are received later and additional premiums may be required, which can reduce returns and increase liquidity needs. Diversification, reserves and longevity stress testing are therefore central to portfolio construction.
Use the investor inquiry form on the home page. Additional materials can be provided as appropriate based on the offering structure, availability and investor eligibility.
Start with an introductory conversation and investor-eligibility review.