"Alternative investments are where the magic happens. It's where you find the opportunities that others have missed, and it's where you can truly make a difference in your portfolio."
Ray Dalio, Founder of Bridgewater Associates
About Us
ST Global Markets USA LLC is an SEC-registered broker-dealer and FINRA / SIPC member headquartered in New York, specializing in providing underserved investors access to alternative investments (ALTs). Our core competency lies in facilitating private company stock and bond offerings for small and medium-sized enterprises (SMEs).
With a focus on income-driven ALTs, we broaden our services to tax-advantaged investments such as Qualified Opportunity Zone (QOZ) and innovative 1031 exchange solutions through Delaware Statutory Trust (DST). Through these offerings, we provide the opportunity to unlock the potential of private markets, encouraging portfolio diversification and broadening the investor’s knowledge in ALTs.
At ST Global Markets USA, we take pride in our offering selection process:
SPONSORS CRITERIA
High-Quality Assets
We offer investors access to high-quality private offerings, prioritizing reliability and stability for both institutional and retail investors. Whether you are a family office seeking robust investment options or an individual investor looking for accessible opportunities, our services are customized to your specific needs and financial objectives.
Professionally Managed Assets
We seek assets overseen by experienced sponsors to enhance the probability of achieving optimal investment outcomes. Our preference is to collaborate with sponsors who are personally invested, underscoring their commitment to achieving the best results.
Sponsor has Successful Money-raising and Full Business Cycle Records
We work with sponsors with a solid history of successful fundraising and navigating through full business cycles. The ability to secure capital is pivotal in assuring investors that the sponsor can fulfill the requirements for underlying investments. We prefer companies with a repeatable business model, providing investors with the option to reinvest in similar projects when the initial investment matures at the end of the business cycle.
Offering Structure Criteria
Shorter Lock-up Period
Our offerings generally follow a two-stage structure: the offering stage and the operating stage. The offering period allows sponsor time needed to raise the capital. Once the sponsor secures sufficient funding for business operations, the offering concludes, allowing them to focus on building a successful venture that generates returns for investors. We prioritize offerings with shorter duration to enhance investor’s flexibility and liquidity.
Fractional Ownership Interest
We pursue assets that offer fractional ownership, granting investors the opportunity to own a share of high-quality assets. This approach provides our clients with increased diversification and access to a broader range of premium investments available on our platform.
Lower Investment Minimum Than Traditional Private Equity Starting At $25,000 Vs $1,000,000
We seek products with lower investment minimums than traditional private equity, enhancing accessibility for investors. Lower investment minimum enables underserved investors to diversify their alternative investment portfolios significantly, unlocking a broader array of investment opportunities across various areas of interest.
Due Diligence Process
Comprehensive Due Diligence Review
We implement a rigorous two-layer due diligence process, meticulously compiling files for our offerings. In addition to an exhaustive in-house Due Diligence, the offering selling group engages an independent third party for their assessment. The two-layer approach enables investors receive detailed insights, empowering them to make informed decisions. Our commitment to thorough analysis builds trust, laying the foundation for successful partnerships with our investors.
Our Approach
At ST Global Markets USA, we understand that our investors depend on our expertise to navigate the world of alternative investments. As the access provider, we acknowledge that there is no one-size-fits-all solution in alternative investments.
We tailor exposure to different type of offerings based on the unique investment experience of each investor:
Investors with limited alternative investment experience:
We primarily focused on income by providing access to private offerings featuring current distribution derived from revenue pass-through, rent distribution, and interest payments, often secured and collateralized.
Investors with some alternative investment experience:
We primarily focused on income by providing access to private offerings with current distribution through revenue pass-through, rent distribution, and interest payments, all while seeking growth opportunities.
Investors with extensive alternative investment experience:
We primarily focused on income and growth by providing access to private offerings with current or accrued distribution through revenue pass-through, rent distribution, and interest payments, and access to growth-driven only offerings such as late-stage startups and pre-IPO shares.
- Income-Focused
- Average Duration
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Disclaimer:
Key Considerations: (1) Please refer to the Private Placement Memorandum (PPM) of the specific investment (2) Investors should be aware that income distribution is not guaranteed and is subject to change based on various factors including market conditions, and cash availability. Please refer to PPM of the specific investment. (3) The rates are different for each investment and should not be construed as a guarantee as the actual distribution rate may vary based on the performance of the investment. (4) The minimum investment amounts are hypothetical and may vary based on specific investment opportunities.
Unless indicated otherwise all securities offerings are made through ST Global Markets USA LLC, a broker-dealer registered with the SEC and Member of FINRA and SIPC. This communication is for informational purposes only, is not an offer, solicitation, recommendation or commitment for any transaction or to buy or sell any security or other financial product, and is not intended as legal, investment or tax advice or as a confirmation of any transaction. Prospective investors should inform themselves and seek their own independent legal, tax, financial or any other advice and take the appropriate advice as to any applicable legal requirements and applicable taxation and exchange control regulations in the countries of their citizenship, residence or domicile before engaging in any investing activity.