AAM and Wilshire launch infrastructure fund with $150M from Sun Life
What's the deal? Advisors Asset Management (AAM)Dealroom has a profile for this one. Try Dealroom → and WilshireDealroom has a profile for this one. Try Dealroom → launched the AAM Wilshire Infrastructure FundDealroom has a profile for this one. Try Dealroom → on August 25, 2026, backed by $150 million in initial capital from Sun Life FinancialDealroom has a profile for this one. Try Dealroom →. The fund gives individual investors access to private infrastructure assets typically reserved for large institutions.
What's the endgame? The fund targets small- and middle-market infrastructure projects. It bundles private infrastructure funds, co-investments, and secondary market opportunities into a single offering.
Why now? Demand for infrastructure investment is rising, driven by digitalisation, the energy transition, and demand for better public services. "Private infrastructure has long offered attractive risk-adjusted returns for institutional clients, yet access for individual investors has been limited until now," said Cliff Corso, chief executive officer of AAM.
The details: The fund is structured as an evergreen interval fund, allowing daily purchases with a $5,000 minimum investment. Investors receive a Form 1099 rather than the typical Schedule K-1, simplifying tax reporting.
Wilshire manages the fund, bringing roughly $1.3 trillion under advisement plus sourcing and oversight. AAM, founded in 1979, provides investment advice and access to alternative assets.
The signal: The launch reflects a broader push to open private-market strategies — long the domain of institutions — to individual investors, with infrastructure emerging as one of the sectors leading that shift.
Read more: third-news.com
Image credit: Gastev
