Key Highlights
- Webull introduces a private market investment feature allowing accredited investors to participate in late-stage private firms through special purpose vehicles
- The brokerage has teamed up with Monark Markets, leveraging Monark Capital Management’s framework for deal sourcing and organization
- Individual SPVs offer concentrated investment in one late-stage private firm, with participation restricted to 99 investors maximum
- Users can express interest in particular private companies, with these preferences influencing Monark’s deal pipeline
- The SPV feature will become available to all eligible accredited investors shortly through the updated Webull application
Webull (BULL) is stepping into the private investment arena for the first time, unveiling a new offering that enables qualified accredited investors to gain exposure to late-stage private enterprises through special purpose vehicles integrated directly into its trading platform.
Webull Corporation Class A Ordinary Shares, BULL
The brokerage firm has established a partnership with Monark Markets, where SPVs are sponsored through Monark Capital Management LLC. The deal flow and structural elements of each investment opportunity are managed through Monark’s private market framework.
BULL stock experienced a decline of approximately 3% during Tuesday’s trading session.
The system operates on an interest-based mechanism. Accredited investors using the platform can register their interest in particular private enterprises. Once sufficient demand accumulates, Monark identifies an investment opportunity and establishes an SPV. Each investment vehicle maintains a strict limit of 99 qualified participants.
Each SPV is designed to provide exposure exclusively to a single company. This approach eliminates diversification within individual vehicles — representing a concentrated investment in one late-stage enterprise. All subscription processes and capital deployment occur within the Webull application ecosystem.
Anthony Denier, Group President and U.S. CEO of Webull, noted that private markets have “become an increasingly important part of how companies create value,” though access has traditionally been restricted to institutional investors and wealthy individuals.
“This launch reflects our continued effort to broaden access for eligible investors by connecting them with private market opportunities in a structured way, directly within the Webull platform,” Denier said.
Ben Haber, CEO of Monark Markets, characterized the collaboration as furthering the “convergence of private markets and traditional brokerage.”
Investor Requirements and Access
To participate in SPVs, platform users must satisfy accredited investor criteria and fulfill Webull’s qualification standards. Expressions of interest carry no obligation — indicating interest in a company doesn’t create any commitment for the investor.
Webull indicates that SPVs will launch soon for all eligible participants. Users must install the most recent version of the application from the App Store to utilize this functionality.
Important Risk Considerations
Webull emphasizes that these investment vehicles carry substantial risk. Private company securities are inherently speculative, with the possibility of complete capital loss. The platform highlights several critical risk factors including illiquidity, restricted reporting access, valuation challenges, concentration exposure, potential ownership dilution, and associated management fees.
No secondary market exists for these investments, and transfer limitations are enforced. These investment products are unsuitable for typical retail investors — they’re designed exclusively for individuals who can sustain a complete loss of capital.
This initiative represents a significant strategic expansion for Webull beyond conventional public market securities. The move responds to increasing retail investor appetite for participation in high-growth private companies during their pre-public phases.
SPV access is being deployed to all qualified Webull platform users in the near term.
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