The zero-fee exchange fund
Diversify your concentrated stock position with no tax event, no management fee, and 100% of your capital compounding.
Qualified Purchasers only
$100K minimum contribution
Next closing: September
Redeem in ETF shares after 7 years
Trusted by founders and fund managers
Jordan Lowe
Founder – Deft (Summit Company)
"The combination of immediate diversification and tax deferral makes Glidepath uniquely flexible and best for me overall."
Seth Berman
General Partner – Susa Ventures
"Diversifying a concentrated position without triggering taxes immediately changed how we manage risk across our portfolio."
Sheel Tyle
Founder & Co-CEO – Collective Global
UBS (Custody)
Withum (Audit)
NAV (Fund Admin)
Hanson Bridgett (Legal)
We have better math.
Selling today
30–40% of
your gain, gone.
Glidepath
Diversify without the tax bill.
Glidepath resolves the sell-or-hold dilemma. Contribute your shares, eliminate single-stock concentration risk, and keep every dollar working.
Eliminate single stock risk
Immediate diversification
See your projection in 30 seconds
40%
of stocks suffer a catastrophic, permanent decline of 70% or more from their peak.²
66%
of stocks underperform the broad market over their lifetime.²
Pay 30% in taxes to protect your wealth? There's a better way: exchange.
Your significant equity position carries a hidden penalty: single-stock concentration introduces downside risk that could be catastrophic to your net worth, while selling triggers a tax bill of 30–40% in one year.
No commitment to see your projection
1
See your projection in 30 seconds
Enter your position, ticker, and cost basis. No paperwork, no commitment. Just the math on your specific holding.
2
Confirm your eligibility in 5 minutes
Reserve your place with your email and we'll confirm your Qualified Purchaser status and answer a few questions about your position to reserve your spot.
3
Contribute at the next closing
Transfer your shares. No sale, no taxable event under §721 and your full balance starts compounding from day one. Closings run on a set schedule and share transfers typically complete within days. We confirm your exact closing date when you reserve.
Additional resources for qualified investors
The Glidepath Exchange Fund helps you keep more today, and build more for the future.
Reserve a spot
Capacity in each closing is limited. Enter your email and we will confirm your eligibility and hold your place in the next closing. Reserving a spot does not commit you to contribute.