Fast-growing? Hard to track? No problem.
Publicly issued alternatives are one of the fastest-growing corners of the capital markets ...and one of the hardest to track. SQX solves this problem with a daily-updated universe of every operating company, interval fund, BDC, and non-traded REIT on file with the SEC. One source, always current, ready to plug into your workflow.
But that's not all: our first priority is serving you. We'll tailor our solutions to your needs. We'll always give you friendly, responsive customer service. We'll treat you like you actually matter – because you do.
Whether you're an institutional asset manager or an RIA, a broker-dealer or a compliance team, SQX's publicly-issued alts coverage is here to meet your needs.
Publicly-Issued Alternative Investments
Daily Updates: Our universe refreshes daily as new EDGAR filings are processed. Additions, removals, and reclassifications are tracked with full audit trail.
Enhanced Classification:
LLM-assisted filtering removes false positives that rules-based systems miss.
Customers First:
We customize solutions to your needs. Our friendly team resolves most issues within 24 hours.
Vast Universe: SQX offers data on over 1,000 publicly-issued alts every day.
Complete Transparency: We provide full documentation of inclusion/exclusion criteria, filter stages, and classification logic.
Flexible Delivery: Our coverage is available via API, flat file export, or data feed integration. Custom delivery formats available on request.
Let us handle your publicly-issued alts
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We construct our universe by ingesting every non-listed CIK from EDGAR and applying a multi-stage filter (involving rules-based exclusions plus AI-assisted classification) to isolate the roughly 1,000 publicly issued alt vehicles currently active. Each constituent is sorted into one of ten standardized categories (interval fund, BDC, non-traded REIT, tender offer fund, DPP, and others) and tied to its source filings for full traceability. The universe refreshes daily via API, flat file, or custom feed.
What's more, working with SQX means working with a team of experts with the flexibility to give you what you need when you need it. Our responsive support team always responds to your questions within a single business day (resolving most issues within 24 hours).
When you receive publicly-issued alts data from SQX,
Your process will run smoother than ever before.
How do SQX's publicly-issued alts help?
Allocators, wealth platforms, and compliance teams all need the same thing: an accurate, current list of every publicly issued alt vehicle in the market. The problem is that there's no clean, current list of what exists. Teams waste hours pulling EDGAR filings by hand, cross-referencing with legacy databases, and still missing new launches, amendments, and deregistrations as they happen. Worse, the gaps are invisible; you don't know what you're missing until a client or regulator asks.
SQX eliminates that blind spot with a single authoritative universe of interval funds, BDCs, non-traded REITs, and tender offer funds, refreshed daily and ready to plug into your existing workflow.
Clients Include
- Institutional Asset Managers and Allocators
- Wealth Management and RIA Platforms
- Research and Data Vendors
- Regulatory and Compliance Teams
- Broker-Dealers and Distributors
- Investment Bankers and M&A Advisors
Coverage includes:
- Operating Companies
- Interval Funds
- BDCs
- Tender Offer Funds
- DPPs
- Closed-End Funds
- Non-Traded REITs
- Commodity Pools
- SPACs
- Other Alternative Investments
