Alternative Wealth Partners: Company Profile
Background
Overview
Alternative Wealth Partners (AWP) is a Dallas-based private equity firm founded in 2020 by Kelly Ann Winget. AWP focuses on providing accredited investors with access to diversified private market investments, emphasizing sectors such as energy, manufacturing, real estate, and infrastructure. The firm aims to democratize alternative investments, offering opportunities traditionally reserved for ultra-high-net-worth individuals and institutional investors.
Mission and Vision
AWP's mission is to bridge the gap between private equity and Main Street investors, delivering high-impact opportunities to everyday millionaires. The firm envisions a more inclusive and transparent approach to investing, challenging the traditional "old boys club" reputation of private equity.
Industry Significance
By focusing on non-correlated assets, AWP provides investors with diversification beyond traditional stock and bond markets. This approach is particularly relevant in times of market volatility, offering a hedge against economic downturns and inflation. AWP's commitment to transparency and education empowers investors to make informed decisions, contributing to a more inclusive financial ecosystem.
Key Strategic Focus
Core Objectives
- Diversification: AWP aims to create diversified portfolios that mitigate risk and enhance returns by investing across various sectors and asset classes.
- Accessibility: The firm seeks to make alternative investments accessible to accredited investors, including those with a net worth of $1 million or more or an annual income exceeding $200,000.
- Transparency: AWP emphasizes clear communication and education, ensuring investors understand the structures, tax implications, and mechanics of their investments.
Areas of Specialization
- Energy: Investing in both traditional oil and gas projects and renewable energy initiatives.
- Manufacturing: Focusing on companies that produce essential goods and components.
- Real Estate: Engaging in projects that offer stable cash flows and potential for appreciation.
- Infrastructure: Targeting investments in critical infrastructure projects that support economic growth.
Key Technologies Utilized
AWP employs advanced financial modeling and data analytics to assess investment opportunities, ensuring optimal portfolio construction and risk management. The firm also leverages tax optimization strategies to enhance investor returns.
Primary Markets Targeted
AWP primarily targets the U.S. market, focusing on domestically rooted businesses and properties with strong growth potential. The firm also seeks to identify opportunities in emerging markets that align with its investment criteria.
Financials and Funding
Funding History
- AWP Diversity Fund I LP: Launched in June 2021, this inaugural fund targeted $50 million and closed early to new investors in March 2023. The fund achieved over 100% portfolio growth, demonstrating the strength of AWP's diversified investment strategy.
- AWP Diversity Fund II LP: Announced in March 2024, this second fund aims to raise $150 million, continuing AWP's commitment to diversification strategies. The fund focuses on energy, manufacturing, real estate, and infrastructure projects, with a projected 500% return on investment for certain pipeline projects.
Notable Investors
While specific investor names are not publicly disclosed, AWP's funds have attracted a diverse group of accredited investors seeking exposure to alternative assets.
Utilization of Capital
Capital raised is allocated across various sectors, including energy, manufacturing, real estate, and infrastructure, with a focus on projects that offer diversification, favorable tax advantages, and attractive yields. AWP employs creative deal structuring to maximize investor returns and leverage tax incentives.
Pipeline Development
Key Pipeline Candidates
- AWP Diversity Fund II LP: The 2024 project pipeline includes:
- A Texas-based kinetics company
- An Arizona-based battery tech company
- A Nebraska-based equipment company
- Other U.S.-based infrastructure projects
Stages of Development
These projects are in various stages of due diligence and negotiation, with the firm aiming to deploy capital efficiently to achieve targeted returns within a 5-7 year horizon.
Target Conditions
AWP focuses on businesses and properties that are resilient, domestically rooted, and poised for growth, seeking to acquire assets at favorable valuations due to market volatility and geopolitical factors.
Anticipated Milestones
- AWP Diversity Fund II LP: The fund is expected to achieve its $150 million target and begin deploying capital in 2024, with initial investments anticipated to generate returns within the 5-7 year timeframe.
Technological Platform and Innovation
Proprietary Technologies
AWP utilizes proprietary financial modeling tools and data analytics platforms to assess and monitor investments, ensuring optimal portfolio performance and risk management.
Significant Scientific Methods
The firm employs advanced financial modeling, data analytics, and tax optimization strategies to enhance investment returns and manage risk effectively.
Leadership Team
Kelly Ann Winget – Founder & CEO
Kelly Ann Winget is the founder and CEO of Alternative Wealth Partners. With a background in oil and gas and a career spanning nearly two decades, she has raised nearly $1 billion in private capital across over 250 deals in energy, manufacturing, real estate, venture, and emerging markets. Kelly Ann founded AWP to serve investors seeking to preserve wealth, build legacy, and participate in the real economy with purpose.
April Wedding – Chief Investor Relations Officer
April Wedding brings over 20 years of experience in strategic growth, relationship cultivation, and operational scaling. She focuses on connecting with investors on a deeper level, fostering trust and genuine connections, and bridging the gap between sophisticated investors and privately held investments.
Webb Stickney – Chief Financial Officer
Webb Stickney is a global CFO recognized for his ability to succeed in varied business models and industries. He has served as CFO to the multi-billion-dollar McLane Family Office, delivering record growth and negotiating significant corporate transactions.
Macy Pigman – Chief Marketing Officer | Investor Relations
Macy Pigman is a connector and innovator with a diverse background across various high-impact industries. She has experience in business and building marketing strategies, including roles in fine and rare wine at Christie’s and startup snack brands.
Bora Laçi – Investor Relations Fellow
Bora Laçi is a strategic thinker and partnership cultivator with a background in marketing and consulting. She is dedicated to fostering impactful growth and building strong, meaningful relationships.
Competitor Profile
Market Insights and Dynamics
The alternative investment market is experiencing significant growth, with investors seeking diversification and higher returns beyond traditional asset classes. The demand for private equity, real estate, and infrastructure investments is increasing, driven by market volatility and the search for non-correlated assets.
Competitor Analysis
- CAIS Group: A fintech company providing platform solutions for alternative investments, offering access to hedge funds and private equity with lower minimum commitments.
- iCapital: A fintech company offering platforms that make alternative investments more accessible to investors, with a valuation of $7.5 billion as of 2025.
- Willow Wealth: A financial technology company operating an online platform for alternative investments, reporting over $6 billion in cumulative investments as of 2025.
Strategic Collaborations and Partnerships
AWP collaborates with established advisors and family offices to provide access to institutional-quality private deals with full transparency, enhancing its market position and innovation capacity.
Operational Insights
AWP differentiates itself through its focus on non-correlated assets, innovative deal structuring to leverage tax incentives, and a commitment to delivering returns with a positive impact. The firm's diverse leadership team and access to unique, off-market opportunities position it favorably in the competitive landscape.
Strategic Opportunities and Future Directions
Strategic Roadmap
AWP plans to continue expanding its diversified portfolio by launching additional funds targeting various sectors, including energy, infrastructure, and manufacturing. The firm aims to leverage market volatility and geopolitical factors to acquire resilient businesses and properties at favorable valuations.
