What is our thesis?

It is simple: doctors come together to use their medical know-how to become successful investors. 

Caduceus fund offers healthcare professionals who are accredited investors an affordable way to invest in the private equities and venture market. The fund was founded by physicians in 2020, and its membership consists entirely of physician partners.
Investment in Caduceus Fund should be reserved only for the accredited investor pursuing a long-term, high-yield, speculative investment strategy.  The fund requires a ten-year minimum time commitment for any investment into its private equity pools. A ten-year requirement is necessary because there is no specific market for private equities. Private equities are strictly non-liquid forms of investment, and their exchange is only possible through contractual agreements. Exit from the required time commitment only becomes available once the private equity becomes public and the investment becomes liquid.
Our current portfolio includes:
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Why Doctors Invest in Caduceus Fund?

  • 100% membership by similarly minded physician investors

  • Low fee structure vetted by physicians who dislike financial institutions taking their hard-earned money

  • Autonomy: Extreme flexibility in level of involvement and investing

  • Aggressive and unique investment opportunities not available elsewhere without large capital requirements

  • Opportunity to earn a high rate of return on invested capital

Private Equities

The term private equity defines a non-publicly traded investment. These can include primary corporate stocks, private business debt obligations, and real estate. Unlike publicly traded stocks, there is no specific public market in which to trade private equities. The nature of private equities makes them a non-liquid asset with long-term expectations of maturity. In the case of private company stock, the acquisition often involves buying into a large fund or “placement” held at an investment bank or venture capital firm. Placements do not require listing with the Federal Trades Commission and are therefore exempt from the regulations that protect public stock purchases. Investments in private corporations take advantage of the cycle of growth that companies go through as they raise money on their way to becoming publicly traded entities. Private debt obligations in the form of placements are later converted into equivalent value public stock in the companies that issue them, the trading of which offers an exit strategy to the private equity investor.