The Pearl Fund has launched a $500 million Bitcoin funding fund (Pearl BTC) that enables accredited buyers to utterly remove capital features taxes after holding their Bitcoin funding for 10 years.
“Bitcoin’s largest downside is capital features tax. We’ve solved that,” said Brian P. Phillips, Managing Companion at The Pearl Fund and a Forbes-ranked prime 10 Alternative Zone investor.
This fund marks a primary within the U.S.—a totally SEC-compliant, institutional-grade Bitcoin automobile that leverages federal Alternative Zone (OZ) regulation to bypass long-term capital features taxes completely. Traders who roll over latest capital features into the Pearl Bitcoin Fund can defer taxes till 2026 and, in the event that they maintain the funding for not less than 10 years, exit utterly tax-free.
The fund targets accredited buyers with a minimal funding of $250,000 and is structured round a simple “purchase and maintain” technique. Belongings are held securely by way of institutional-grade custodians, with public pockets transparency and month-to-month withdrawal entry.
The Pearl Bitcoin Fund is additional backed by key partnerships with Constancy Investments, Morgan Stanley, and Dykema—bringing trusted institutional experience, authorized energy, and operational integrity to its infrastructure.
In contrast to different Bitcoin funding autos akin to the favored Bitcoin ETFs, the Pearl BTC fund goals to distinguish itself by not solely providing long-term tax-free progress but in addition preserving investor exit flexibility.
“Pearl Bitcoin Fund creates entry to engaging tax advantages whereas maximizing funding exit controls within the arms of its buyers fairly than the Fund supervisor,” added Paul Saint-Pierre, Chief Compliance Officer.
Further perks embody no change in tax foundation for inherited investments, striving to turn into a strategic instrument for generational wealth switch.
“This isn’t simply one other fund—it’s probably a game-changer for critical Bitcoin buyers trying to construct generational wealth,” mentioned Phillips.
Time is an element—this chance hinges on the federal Alternative Zone program, which is at present scheduled to sundown on the finish of tax 12 months 2026. Traders should act inside 180 days of realizing capital features to qualify.
“This might be the final probability for buyers to mix Bitcoin’s progress with federal tax-free therapy,” Phillips famous.
