Capital Group Files for First Public-Private Equity Fund, Furthering Exclusive Strategic Partnership with KKR
Capital Group and KKR (NYSE:KKR) are expanding their strategic partnership with the filing of a new public-private equity interval fund, Capital Group KKR U.S. Equity+, expected to launch in early 2026 pending regulatory approval. This follows their successful April launch of two public-private credit interval funds that attracted over $100 million in flows within three months.
The new fund aims to provide everyday investors access to both public and private equity markets through a single solution with lower minimums and no accreditation requirements. The partnership's existing initiatives have already engaged financial advisors across more than 100 firms in public-private education programming.
The companies are also developing additional public-private investment strategies, including access to KKR's real assets strategies, and exploring opportunities in model portfolios and target date funds.
Capital Group e KKR (NYSE:KKR) stanno ampliando la loro partnership strategica con il lancio di un nuovo fondo di investimento pubblico-privato a intervalli, Capital Group KKR U.S. Equity+, previsto per l'inizio del 2026, soggetto all'approvazione regolamentare. Questo segue il successo ottenuto nell'aprile scorso con il lancio di due fondi a intervalli di credito pubblico-privato che hanno attratto oltre 100 milioni di dollari in flussi nel giro di tre mesi.
Il nuovo fondo punta a offrire agli investitori comuni l'accesso sia ai mercati azionari pubblici che privati attraverso una soluzione unica, con soglie di investimento pi霉 basse e senza requisiti di accreditamento. Le iniziative gi脿 in corso della partnership hanno coinvolto consulenti finanziari di oltre 100 societ脿 in programmi educativi sul tema pubblico-privato.
Le aziende stanno inoltre sviluppando ulteriori strategie di investimento pubblico-privato, inclusa l'accesso alle strategie di asset reali di KKR, e stanno esplorando opportunit脿 in portafogli modello e fondi a scadenza target.
Capital Group y KKR (NYSE:KKR) est谩n ampliando su asociaci贸n estrat茅gica con la presentaci贸n de un nuevo fondo de intervalos de capital p煤blico-privado, Capital Group KKR U.S. Equity+, cuyo lanzamiento est谩 previsto para principios de 2026, sujeto a la aprobaci贸n regulatoria. Esto sigue al exitoso lanzamiento en abril de dos fondos de intervalos de cr茅dito p煤blico-privado que atrajeron m谩s de 100 millones de d贸lares en flujos en tres meses.
El nuevo fondo busca brindar a los inversores cotidianos acceso tanto a los mercados de capital p煤blico como privado a trav茅s de una soluci贸n 煤nica, con m铆nimos m谩s bajos y sin requisitos de acreditaci贸n. Las iniciativas existentes de la asociaci贸n ya han involucrado a asesores financieros de m谩s de 100 firmas en programas educativos sobre inversiones p煤blico-privadas.
Las compa帽铆as tambi茅n est谩n desarrollando estrategias adicionales de inversi贸n p煤blico-privada, incluyendo acceso a las estrategias de activos reales de KKR, y explorando oportunidades en carteras modelo y fondos con fecha objetivo.
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Capital Group et KKR (NYSE:KKR) 茅tendent leur partenariat strat茅gique avec le d茅p么t d'un nouveau fonds intervalle en actions publiques-priv茅es, Capital Group KKR U.S. Equity+, dont le lancement est pr茅vu d茅but 2026 sous r茅serve d'approbation r茅glementaire. Ceci fait suite au lancement r茅ussi en avril de deux fonds intervalle de cr茅dit public-priv茅 ayant attir茅 plus de 100 millions de dollars de flux en trois mois.
Le nouveau fonds vise 脿 offrir aux investisseurs particuliers un acc猫s aux march茅s actions publics et priv茅s via une solution unique, avec des seuils d'entr茅e plus bas et sans exigence d'accr茅ditation. Les initiatives existantes du partenariat ont d茅j脿 mobilis茅 des conseillers financiers de plus de 100 soci茅t茅s dans des programmes 茅ducatifs sur le public-priv茅.
Les entreprises d茅veloppent 茅galement d'autres strat茅gies d'investissement public-priv茅, incluant l'acc猫s aux strat茅gies d'actifs r茅els de KKR, et explorent des opportunit茅s dans des portefeuilles mod猫les et des fonds 脿 date cible.
Capital Group und KKR (NYSE:KKR) erweitern ihre strategische Partnerschaft mit der Auflegung eines neuen 枚ffentlichen-privaten Aktienintervallfonds, Capital Group KKR U.S. Equity+, der voraussichtlich Anfang 2026 nach beh枚rdlicher Genehmigung starten wird. Dies folgt auf den erfolgreichen Start von zwei 枚ffentlichen-privaten Kreditintervallfonds im April, die innerhalb von drei Monaten 眉ber 100 Millionen US-Dollar an Zufl眉ssen verzeichneten.
Der neue Fonds zielt darauf ab, Privatanlegern Zugang zu 枚ffentlichen und privaten Aktienm盲rkten 眉ber eine einzige L枚sung mit niedrigeren Mindestanlagesummen und ohne Akkreditierungsanforderungen zu bieten. Die bestehenden Initiativen der Partnerschaft haben bereits Finanzberater von 眉ber 100 Unternehmen in 枚ffentliche-private Bildungsprogramme eingebunden.
Die Unternehmen entwickeln zudem weitere 枚ffentliche-private Anlagestrategien, darunter den Zugang zu KKR's AG真人官方-Asset-Strategien, und pr眉fen M枚glichkeiten in Modellportfolios und Zielterminfonds.
- New fund democratizes private equity access for retail investors through lower minimums and no accreditation requirements
- Strong initial success with $100 million in flows within first 3 months for existing public-private credit funds
- Broad advisor adoption with over 100 firms participating in education programming
- Strategic expansion into additional investment products including real assets, model portfolios, and target date funds
- New fund launch subject to regulatory approval
- Implementation timeline extends to early 2026
Insights
Capital Group and KKR's new equity interval fund democratizes private markets access for retail investors, building on their successful partnership.
The filing of Capital Group KKR U.S. Equity+ represents a significant milestone in democratizing private market access for everyday investors. Structured as an interval fund, this product eliminates traditional barriers like accreditation requirements and high investment minimums that typically restrict private equity participation to institutional and ultra-high-net-worth investors.
This development follows the partnership's successful April launch of two public-private credit interval funds, which have already attracted
What makes this particularly valuable is the integration of public and private equity exposures in a single vehicle. Investors gain diversification benefits while accessing a broader universe of companies, including those remaining private longer in their growth cycles. The interval fund structure elegantly solves the liquidity mismatch problem that traditionally complicates private equity investing for individual portfolios.
The partners' commitment to advisor education is equally significant. Rather than simply launching products, they're building infrastructure to help advisors properly integrate these complex assets into client portfolios鈥攃ritical for responsible adoption.
This offering reflects broader structural shifts in capital markets, where companies increasingly utilize both public and private funding sources throughout their lifecycle. With additional asset classes planned, including real assets, model portfolios, and target date funds, the Capital Group-KKR partnership is positioning to comprehensively reshape retail investor access to alternative investments.
Capital Group聽KKR
Building on the April of the firms' first two public-private credit interval funds, Capital Group today filed a registration statement with the SEC for Capital Group KKR
Structured as an interval fund, the strategy is designed to provide access to public and private equity markets through a single, integrated solution with lower minimums, a familiar investment vehicle and no accreditation requirements.
"Private market investments can enhance returns and add diversification within a portfolio, yet have historically been out of reach for everyday investors given accreditation requirements and higher investment minimums. That's why we're committed to bringing public and private equity investing together through a single, integrated solution, providing access to the highest conviction investment ideas from Capital Group and KKR," said Holly Framsted, Head of Product Group, Capital Group.
A strong foundation
Today's filing follows the firms' April launch of and , which have already attracted more than
"We have a responsibility to design thoughtful, deliberate solutions that can stand the test of time based on what financial advisors have told us they need. Equally important is helping advisors understand how to integrate these private markets exposures into their clients' portfolios," said Matt O'Connor, CEO of Capital Group's Client Group. "We view the public-private market as an opportunity to do this, and the enthusiasm from financial advisors as we define this category is tangible. Beyond flows, advisors have made education a clear priority, for themselves and their clients," added O'Connor.
"The capital markets landscape has fundamentally shifted. Today's companies no longer choose between public or private capital; they strategically navigate both to unlock growth and long-term value with the flexibility to adapt to changing opportunities and market conditions. Since KKR's founding in 1976, our approach to private equity has been to deliver performance for our clients by investing in good companies and helping them grow into great ones. We're delighted to deepen our partnership with Capital Group by providing access to KKR's private equity solutions at a time when demand for flexible, high-quality private market exposure has never been greater," said Eric Mogelof, KKR's Global Head of Client Solutions.
Work is underway on additional public-private investment strategies, including providing access to KKR's real assets strategies. Capital Group and KKR are also continuing to explore opportunities to work together on model portfolios, target date funds and other areas where combining capabilities can add value to clients.
"The more time we spend together, the more opportunities we see to work with one another. Our cultures are strongly aligned, and our focus on client outcomes is what continues to bind us and drive our joint activities. We both said in 2024 when we announced our partnership that this was just the beginning, and we've only strengthened that belief over the past year," said Capital Group President and CEO, Mike Gitlin and KKR Co-CEO Scott Nuttall.
About Capital Group
Capital Group has been singularly focused on delivering superior results for long-term investors using high-conviction portfolios, rigorous research and individual accountability since 1931.
As of June 30, 2025, Capital Group manages more than
For more information, visit聽.
About KKR
KKR is a leading global investment firm that offers alternative asset management as well as capital markets and insurance solutions. KKR aims to generate attractive investment returns by following a patient and disciplined investment approach, employing world-class people, and supporting growth in its portfolio companies and communities. KKR sponsors investment funds that invest in private equity, credit and real assets and has strategic partners that manage hedge funds. KKR's insurance subsidiaries offer retirement, life and reinsurance products under the management of Global Atlantic Financial Group. References to KKR's investments may include the activities of its sponsored funds and insurance subsidiaries. For additional information about KKR & Co. Inc. (NYSE: KKR), please visit KKR's website at聽. For additional information about Global Atlantic Financial Group, please visit Global Atlantic Financial Group's website at聽
KKR is not a sponsor, promoter, investment adviser, sub-adviser, underwriter or affiliate of Capital Group KKR
The registration statement of Capital Group KKR
All Capital Group trademarks mentioned are owned by The Capital Group Companies, Inc., an affiliated company or fund. All KKR trademarks mentioned are owned by Kohlberg Kravis Roberts & Co. L.P.
KKR Credit Advisors (US) LLC serves as the sub-adviser of Capital Group KKR Core Plus+ and Capital Group KKR Multi-Sector+ with respect to the management of each fund's private credit assets. Capital Group (the "Adviser") and KKR are not affiliated. The two firms maintain an exclusive partnership to deliver public-private investment solutions to investors.
Capital Client Group, Inc.
Media Contacts
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Lizzie Lowe
KKR
Kenny Juarez or Miles Radcliffe-Trenner
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