You can invest in the Listed Private Equity Plus Fund at many full service brokerage organizations and investment advisory firms that maintain agreements with the Fund.

You may also invest directly in the Listed Private Equity Plus Fund by reviewing the Fund’s prospectus. Click here to review the prospectus.

Please download the prospectus and an account application by clicking on the link below, complete the application and mail the form to:

Listed Private Equity Plus Fund

c/o Matrix Capital Group

630-A Fitzwatertown Road, 2nd Floor

Willow Grove, PA. 19090-1904

You may call us toll free at 877.477.7373 and we will send you the prospectus and account application. If you prefer we can also provide you with the name and contact information of a financial representative in your area that maintains a selling arrangement with the Fund. He/She can help you decide if an investment in the Listed Private Equity Plus Fund is right for you.

Download Account Forms

Yes, you can open an IRA Account with the Listed Private Equity Plus Fund. The form for opening a retirement account can be found by clicking the link below:

IRA Account Application

Yes, you can transfer an account to the Listed Private Equity Plus Fund, whether it be an IRA or a non-qualified account. The forms for transferring an IRA or non-qualified account to the Listed Private Equity Plus Fund can be found by clicking the appropriate Transfer Form button below. For further information on transferring a regular account to the Listed Private Equity Plus Fund, please call us toll free at 877.477.7373.

IRA Account Transfer Form 

Regular Account Transfer Form

You can email questions to Listed Private Equity Plus Fund at This e-mail address is being protected from spam bots, you need JavaScript enabled to view it or by calling us toll free at 877.477.7373.

Listed Private Equity Plus Fund
c/o Matrix Capital Group
630-A Fitzwatertown Road, 2nd Floor
Willow Grove, PA. 19090-1904

You can click the link below to download a prospectus, account application , IRA forms, and account transfer forms or call us toll free at 877.477.7373.

Prospectus and Applications

Yes, the Listed Private Equity Plus Fund is available in A & C share classes. You can find more detailed information on each share class by reviewing the prospectus.

The minimum investment in the Listed Private Equity Plus Fund is $1,000.