C
CaskX
Whiskey cask investing
$15M+
Total Invested
2K+
Investors
$3,500
Minimum Investment
Overview
CaskX allows accredited investors to purchase fractional ownership in Scotch whiskey casks. As whiskey ages, its value typically increases, providing potential returns from both appreciation and eventual bottling.
Key Information
- Founded: 2020
- Asset Class: Wine & Spirits
- Minimum Investment: $3,500
- Accreditation Required: Yes
- IRA Eligible: No
- Secondary Market: No
- Distribution Frequency: At Exit
Fees & Costs
- Management Fee: 2% annually + storage
- Performance Fee: None
- Other Fees: Insurance and storage fees
Pros & Cons
✓ Pros
- • Unique asset class
- • Historical strong returns
- • Physical asset ownership
- • Expert management
✗ Cons
- • Accredited only
- • $3,500 minimum
- • Long hold periods
- • Storage costs
Best For
- ✓ Whiskey enthusiasts
- ✓ Accredited investors
- ✓ Alternative asset collectors
Available On
Regulations
- • SEC Registered (Reg D)