The Pearl Fund has launched a $500 million Bitcoin funding fund (Pearl BTC) that enables accredited buyers to fully eradicate capital good points taxes after holding their Bitcoin funding for 10 years.
“Bitcoin’s largest drawback is capital good points tax. We’ve solved that,” mentioned Brian P. Phillips, Managing Accomplice at The Pearl Fund and a Forbes-ranked high 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 good points taxes totally. Buyers who roll over current capital good points into the Pearl Bitcoin Fund can defer taxes till 2026 and, in the event that they maintain the funding for at the very least 10 years, exit fully 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 means 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 power, and operational integrity to its infrastructure.
Not like different Bitcoin funding automobiles similar 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 palms of its buyers reasonably than the Fund supervisor,” added Paul Saint-Pierre, Chief Compliance Officer.
Further perks embrace no change in tax foundation for inherited investments, striving to turn into a strategic device for generational wealth switch.
“This isn’t simply one other fund—it’s probably a game-changer for severe 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. Buyers should act inside 180 days of realizing capital good points to qualify.
“This could possibly be the final probability for buyers to mix Bitcoin’s progress with federal tax-free remedy,” Phillips famous.
