Private Market Investing
for Retail
Investors
Diversify your portfolio with private equity investments, vetted and sponsored by Borgman Capital.
FEATURED OFFERINGS
Pass the Hat connects accredited U.S. investors with high-potential private market opportunities once reserved for a select few. Conventional alternative investment platforms are simply polished aggregators. There, you might find something of interest if you do a lot of digging and are able to vet them yourself.
But that’s tedious and time-consuming – so by the time an opportunity ends up on Pass the Hat, you can be sure it's been vetted. Each deal on Pass the Hat is sponsored by Borgman Capital, an investment firm with a sole focus on acquiring companies and real estate properties with untapped potential.
We hone-in these types of opportunities because they tend to fly under the radar and are ideal for portfolio diversification.
Joining Pass the Hat is as simple as creating a profile. Then you’ll have unrestricted access to the platform so you can make an informed decision.
Your New Alternative Investment Platform
Track Record (as of October 2024)
$360M
Capital Deployed
415
Investors
31
Investments
What are the requirements to invest in private equity as a retail investor?
Our deals are open to accredited investors, as defined by the SEC in Rule 501 of Regulation D, who meet the following criteria:
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• with a pre-tax income exceeding $200,000 annually for the past two years, with reasonable expectation of maintaining or exceeding that total income the current year; OR
• with a net worth of more than $1 million, excluding the value of the primary residence; OR
• holding a Series 7, Series 82, or Series 65 that is active and in good standing
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• with a combined pre-tax income exceeding $300,000 annually for the past two years, with reasonable expectation of maintaining or exceeding that total income the following year; OR
• with a combined net worth of more than $1 million, excluding the value of the primary residence
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• with more than $5,000,000 in total assets, and not formed for the specific purpose of acquiring the subject securities; OR
• in which all grantors or settlers are accredited individuals (only applies to revocable trusts)
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• with more than $5,000,000 in total assets, and not formed for the specific purpose of acquiring the subject securities; OR
• in which all equity owners, regardless of ownership percentage, are accredited individuals
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Private market investments on Pass The Hat are reserved for accredited investors who are residents of the United States of America.
3 Easy Steps to Private Market Investing
Browse Our Pre-Vetted Offerings
Review our active opportunities that have Borgman Capital’s seal of approval.
Create Your Free
Account
Gain unrestricted access to everything you’ll need to make an informed decision.
Become a Pass the Hat Investor
Join our community of nearly 400 high net worth individuals and retail investors.
SOME CURRENT INVESTMENTS
Just a Few Happy Investors
"I trust the team’s approach, philosophy and their ability to deliver great results for years to come."
"The team exercises tremendous care and diligence in choosing quality companies. All these factors coalesce to provide above average returns, lower volatility compared to the stock market, and personal portfolio diversification."
"When Borgman Capital presents me with a new opportunity, I always want to invest because I believe that they are committed to making great companies even greater and more valuable."
"I firmly believe that their approach to investing will yield impressive returns for their investors for many years to come."
"I love the analysis, reporting and insight I receive from my investments. The team truly makes you feel like you are part of the company not just an external LP."
"Expanding my private placement network to include opportunities from Borgman Capital was one of the easiest and best investment decisions I have made. Since my initial investment I have been a big fan and am happy to report that they are a representing an increasing share of my invested dollars."
"I know that they are doing everything in their power to create value and returns for their investors because they genuinely care about those individual relationships… they don’t want to let you down."
"The diligence and expertise they bring to the table have produced solid returns that are a great complement to a portfolio of publicly traded securities. Investing with Borgman Capital has allowed me to diversify my portfolio in ways I wouldn’t have access to otherwise. It's a unique asset class that has added significant value to my overall investment strategy."
The opinions expressed herein describes an individual experience. It is not a reflection of all real life experiences, is not representative of all of those who have used our products and/or services, and is not indicative of future performance or success. No compensation was paid or offered by Borgman Capital in exchange for the testimonials above.
