Diversified Investment Portfolio

Alternative Wealth Partners maintains a diversified portfolio of investments across five industries & asset classes.

Private Equity

Energy

Manufacturing

Infrastructure

Real Estate

Funds Launched (2020-2023)

  • AWP Diversity Fund I

    AWP Diversity Fund I LP was Alternative Wealth Partners’ Inaugural Fund. Targeting $50M and 3X+ returns, AWP DFI closed early to new investors in March of 2023. The fund started delivering returns to investors in less than 30 days and only $5M was deployed.

    Accredited investors have the opportunity to add alternatives to their portfolio through a diversified, private equity fund. This blended fund offers investors access to institutional-grade investments that preserve and grow wealth. With a single capital allocation (investment) investors can have portfolio exposure to energy, manufacturing, real estate, and commodities.

    $16 Million invested // 17% IRR Average Asset-level // 8% Dividends distributed in Y2

  • AWP Energy Fund I

    AWP Energy Fund I is all about making oil & gas investing simple, derisked, and profitable for "Main Street" investors. Most investors don't know the difference between good operators and bad. We use our multi-generational and decade-plus relationships to work with the best in the private oil & gas space.

    Investors are exposed to a blended portfolio of energy assets that deliver free cash flow and large tax deductions. Y1 and Y2 tax deductions allowed investors to reduce their capital exposure by 100%, netting them an over 45% return in Y1.

    Investors are currently receiving 2%+ quarterly dividends from actively producing oil & gas properties.

  • AWP Diversity Fund II

    Alternative Wealth Partners Launches Second Fund Targeting $150M for Energy, Manufacturing, Real Estate, and Infrastructure Projects.



    AWP Diversity Fund II is a continuation of Alternative Wealth Partners’ strategy around diversification. Targeting businesses in the energy, manufacturing, and infrastructure industries that are either distressed, capital-challenged, or overlooked. AWP has been able to secure preferred equity opportunities in quickly scaling companies through a wide network of family offices, founders, and funders. AWP DFII will fund follow-on investments into the existing portfolio in addition to new acquisitions, targeting full deployment of capital by Y2.

    AWP Diversity Fund II is currently open to investors, Targeting 3X+ Returns

Selected Assets

Companies & clients from our repertoire

There’s so much opportunity if you just open your mind and listen – bigger firms will fail unless they start pushing money to different kinds of people.

I only invest in things I can feel and see with my own eyes. I wish every investor could go on the due diligence trips I go on. You can do all the number crunching in the world, but at the end of the day you’re relying on those real people.

— Kelly Ann Winget

Invest in more.

Innovative ventures, high-return commodities, and emerging opportunities—all with a single investment.