LP Private Markets Concentration Calculator
See where your private-markets portfolio is most concentrated across six measures of exposure.
- If one manager holds $180 million of our $1 billion private-markets portfolio, what is our manager concentration?
- If our five largest managers hold $460 million, what share of our private-markets portfolio do they hold?
- Which fund, start year, strategy or region holds the largest share of our private-markets portfolio?
Concentration profile at a glance
Estimate based on the inputs shown.
Geography is the largest reported concentration lens at $620m of NAV. Other lenses are ranked below from highest to lowest.
How it is calculated
Each concentration = selected exposure ÷ total private-markets NAV
The six lenses overlap and must not be added together. Every exposure must use the same NAV scope and date.
Read the result in context
See where your LP portfolio has the largest exposure. Compare managers, funds, vintage years, regions and strategies in one view.
Why are the concentration measures not additive?
They are different views of the same portfolio. The same assets can appear in more than one view.
What should top-five exposure include?
Add the current NAV held with your five largest managers.
Is 50% always a breach?
No. The tool flags high dependence. Your own institution sets its policy limits.