LP Tools/Maximum Illiquidity Ratio Calculator

Quick LP Calculator

Maximum Illiquidity Ratio Calculator

Measure how much illiquid exposure remains under a portfolio policy maximum.

How much illiquidity capacity remains in a $10bn portfolio capped at 30% with $2.4bn already illiquid?

Results

Illiquidity policy at a glance

Illustrative estimate based on the assumptions shown.

Remaining illiquidity capacity

How it is calculated

Remaining capacity = portfolio value × policy maximum − current illiquid assets

When current illiquid assets exceed the policy maximum, the result switches to limit-exceeded wording.

What this tells you

Read the result in context

Illiquidity capacity connects a policy limit with a current dollar amount. It is a point-in-time view and does not forecast calls, distributions or liquid-asset changes.

Frequently asked questions

What counts as illiquid?

Use the asset classification defined by the institution’s policy.

Can the tool show a policy breach?

Yes. It reports the dollar and percentage-point amount above the maximum.

Does unfunded commitment belong in current illiquid assets?

Only if the institution’s policy definition includes it.

For educational and illustrative purposes only. This tool is not investment, legal, tax or accounting advice. Review actual fund documents and cash flows before making decisions.