Assertion Supported AI assessment confidence: 95% certainty 3/5 debate potential 2/5

Wealth channel allocates only 1% to 3% of $145T to private markets

Michael Sidgmore · Michael Sidgmore – Alternatives Go Mainstream (Private Wealth 1, EP.443) · May 5, 2025 · at 20:10

Michael Sidgmore explains the early stage and large expansion potential of private market allocations within the global private wealth channel.

0:00 / 0:09exact quote · 9.9s

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“I'd say roughly about, on average, one to three percent of the 145 trillion of assets that Bain talks about is actually allocated to private markets within the wealth channel.”

quote is from the automated transcript, cleaned for reading: filler sounds and stutters are removed, nothing is rephrased. names can be misheard (the analysis reads context, assessments check outside sources). how →

The claim, plainly

On average, roughly 1% to 3% of the estimated $145 trillion in wealth channel assets is allocated to private markets.

a quote alone can be ambiguous, so this restates it with the references and context of the conversation around it resolved. AI-written; the tape below the player is the source.

Assessment

The speaker's statement accurately summarizes published data from Bain & Company and corroborating industry benchmarks. In its 2023 Global Private Equity Report ('Why Private Equity Is Targeting Individual Investors') and subsequent 2024 publications, Bain & Company estimated that individual investors in the global wealth channel hold between $140 trillion and $150 trillion (midpoint $145 trillion) in investable assets, with an overall average allocation to private markets and alternative assets of roughly 1% to 2% (and under 3%). Independent benchmarking from Citi Research, McKinsey & Company, iCapital, and Boston Consulting Group confirms this broad wealth channel allocation sits within the 1% to 3% range.

Bain & Company's 2023 Global Private Equity Report estimated individual investable wealth at $140 trillion to $150 trillion with an average allocation to alternative assets/private markets of 1% to 2% (under 3% overall).
Bain & Company's August 2024 report ('Avoiding Wipeout: How to Ride the Wave of Private Markets') reaffirmed individual wealth assets of $140 trillion to $150 trillion and low-single-digit allocations (~1% to 3%).
Independent studies by Citi Research (2023), McKinsey (2023), and BCG (2025) corroborate that retail and wealth channel allocations to private markets average roughly 1% to 3% globally.

Checked against

[1] icapital.com [2] bain.com [3] temaetfs.com [4] slideshare.net [5] icapital.com [6] bain.com [7] citigroup.com [8] csi.ca

"Bain & Company" "wealth" "1% to" OR "1-2%" OR "1% to 3%" "private equity" OR "private markets" "Global Private Equity Report 2023" "Bain" "individual investors" "trillion" "Bain" "150 trillion" OR "145 trillion" OR "140 trillion" "individual" OR "wealth" "alternative" OR "private equity" Bain 145 trillion individual wealth private equity allocation "Why Private Equity Is Targeting Individual Investors" Bain "percent" OR "%" wealth channel assets 145 trillion private markets allocation 1 percent 3 percent

assessed as of 2026-09-02

This assessment is an AI reading of a public statement, made against the cited references with the confidence shown. It can be wrong. The quote, the tape and the references are all on this page; if something is off, use report an error below. full disclaimer →

Mentioned

Bain and company private markets wealth channel

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