YCharts, the Chicago investment research and client engagement platform for advisers, said on 10 November 2026 that YCharts Alternatives Data now covers private capital funds, semi-liquid vehicles such as business development companies and non-traded REITs, interval and tender offer funds, hedge fund strategies and funds available through iCapital, alongside the Hamilton Lane private markets benchmarks it added earlier in 2026. YCharts cites its own survey of registered investment advisers in which 95% said alternatives already appear in client portfolios. Fintechbits found no earlier coverage of YCharts in its 2026 archive. YCharts has been owned by private equity firm LLR Partners since an all-cash growth recapitalisation in October 2020.

What YCharts Alternatives Data adds

According to the YCharts release, advisers, wholesalers and research teams can now research, compare and hold alternative funds in a portfolio, and analyse them next to public holdings, instead of using a public fund as a stand-in. Wholesalers can show where a private markets product fits in an adviser’s wider portfolio with real fund and benchmark data.

The coverage spans private capital funds, BDCs, non-traded REITs, interval and tender offer funds, hedge fund strategies and funds on the iCapital platform, building on the Hamilton Lane benchmarks introduced earlier in the year.

YCharts’ survey of RIAs found 95% said alternatives already appear in client portfolios and more than half want to use them more. Nearly half of those using alternatives keep them below 10% of client portfolios. Liquidity concerns topped the list of barriers at 61%, while only 14% said alternatives have no role.

Caleb Eplett, YCharts’ chief product officer, said: “Advisors and wholesalers have always needed to see the whole portfolio, from public holdings to private funds and everything in between.”

The private markets push into wealth

Asset managers are pushing private credit, private equity and infrastructure into the wealth channel through semi-liquid funds, interval funds and platforms such as iCapital. That push needs advisers to be comfortable analysing the products, and research tools have lagged.

Fintechbits has covered other adviser data tools, including DeepVest’s MonitorLab alerts and Morningstar’s Direct AI. YCharts’ angle is putting alternatives into the same workflow advisers use for client meetings and proposals.

Fintechbits analysis

Why YCharts Alternatives Data Also Serves Fund Sellers

YCharts Alternatives Data helps advisers, but it may help product sellers more. The release repeatedly mentions wholesalers, the sales staff of asset managers, who can now show advisers where a private fund fits using real data. That makes YCharts a distribution tool for the private markets industry, which is spending heavily to reach wealthy clients.

That is not a criticism, but it shapes how advisers should use it. Private fund data is less frequent and less standardised than public market data. Valuations are often quarterly and appraisal-based, which makes volatility look lower than it is. Putting a private fund on the same chart as an ETF can make it look smoother and safer than it really is.

The survey’s liquidity finding is the important one. If 61% of advisers worry about liquidity, the tools that matter will be the ones that model redemption limits and gates, not just returns. Interval and tender offer funds let investors redeem only a set share of assets at set times, and advisers who promise clients easy access can be caught out when many investors ask to leave at once.

For YCharts, the expansion is also a competitive necessity. Morningstar, iCapital’s own analytics and portfolio platforms such as Addepar all want to be where advisers analyse alternatives. Holding data on funds available through iCapital gives YCharts a link to the largest alternatives marketplace for advisers.

Frequently asked questions

What does YCharts Alternatives Data cover?

It covers private capital funds, business development companies, non-traded REITs, interval and tender offer funds, hedge fund strategies and funds available through iCapital, plus Hamilton Lane private markets benchmarks.

How many advisers use alternatives?

In YCharts’ survey of registered investment advisers, 95% said alternatives already appear in client portfolios, but nearly half of users keep them below 10% of portfolios.

What stops advisers using more alternatives?

Liquidity concerns were the top barrier, cited by 61% of advisers in the YCharts survey, while only 14% said alternatives lack a role in portfolios.

What to Watch Next

The test is whether YCharts adds liquidity modelling, such as redemption limits and lock-ups, to its alternatives analysis. That would address the barrier advisers cited most and make YCharts Alternatives Data more than a sales aid for fund wholesalers.