Now on Apex Alts

Private Markets Infrastructure

Private markets, inside your Apex brokerage account.

Monark is the infrastructure connecting private-market supply with investor demand. Two product lines, one set of rails.

Available today on Ascend

01Pre-IPO

Late-stage private companies, one SPV per offering.

Monark sources the allocation, reviews every company and transaction, holds each offering in its own special purpose vehicle and serves company data into the partner app. Our broker-dealer, MMM Securities LLC, sits behind every offering.

  1. 1Self-directed and advised workflows supported
  2. 2Client reviews the briefing and signs, one click
  3. 3Position shows on the statement like any holding
1 SPVper offering, documents and administration handled for you
APIcompany briefings and key metrics in the partner app

Coming soon to Ascend

02Evergreen Fund Platform

Evergreen funds as a model sleeve, settled like any other.

The Monark Omnibus lets a model portfolio hold non‑traded REITs, BDCs and tender offer funds like any other sleeve. One rebalance becomes one netted order per fund, and positions reconcile with the transfer agent without manual work.

  • One netted order per fund, across thousands of client accounts
  • Eligibility and suitability captured once, in software
  • Positions on the same statement as everything else
$16Tsitting in model portfolios across the industry today
$650Bevergreen fund AUM today, on a path to $3T by 2030

Access Monark Today

Live on Apex Alts, running on Ascend.

Monark offerings are available through Apex Alts. Your clients subscribe, settle and hold them in the Apex brokerage account they already have, next to their stocks and funds, on one statement. No new account. No separate portal.

monark-markets.com or ask your Apex representative about Monark

How to Start

  1. 1

    Turn on Monark in Apex Alts

    Your Apex representative enables Monark offerings for your firm.

  2. 2

    Pick the offering and the client

    Pre-IPO SPVs and evergreen funds, in the workflow you already use.

  3. 3

    Subscribe, settle and report in one account

    Documents, signatures and statements handled on Apex rails.