The Motley Fool

JULY 12, 2024

Billionaire investor Bill Ackman is planning to create a new publicly traded investment fund and is kicking off a pre-IPO roadshow to build investor interest. The new fund will be called Pershing Square USA and will list on the New York Stock Exchange under the ticker symbol PSUS. annualized) since its Jan 2004 inception.

Hedge Funds 242

Hedge Funds Fee Structure Accredited Investors Management Fees 242

The Motley Fool

JULY 26, 2024

Morgan Private Bank 2024 Global Family Office Report found that rich families invest about 46% of their portfolios in "alternative assets," which the survey defines as hedge funds, private equity, private credit, real estate, and venture capital (VC) funds. Wealthier investors are expected to be better-situated to tolerate those risks.

Securities and Exchange Commission (SEC) 239

Securities and Exchange Commission (SEC) Hedge Funds Venture Capital Accredited Investors 239

The Motley Fool

NOVEMBER 3, 2024

Second, Grayscale recently relaunched its XRP Trust as a closed-end fund ( CEF ) for accredited investors in response to Ripple's partial victory. Those new funds could stabilize XRP's price and lock in more mainstream investors. Bitcoin 's (CRYPTO: BTC) price has doubled during the past 12 months.

Securities and Exchange Commission (SEC) 245

Securities and Exchange Commission (SEC) Accredited Investors Exchange-Traded Funds Legal 245

The Motley Fool

DECEMBER 11, 2023

Securities and Exchange Commission to approve an exchange-traded fund that owns Bitcoin directly. Such a fund could have advantages over the current futures-based ETFs that are currently available. But there's actually a fund that exists currently that owns spot Bitcoin. From premium to discount. As of Dec.

Securities and Exchange Commission (SEC) 246

Securities and Exchange Commission (SEC) Accredited Investors Investors Exchange-Traded Funds 246

The Motley Fool

NOVEMBER 13, 2024

According to investment company 21Shares -- the same company that partnered with Ark Invest on the launch of new spot Bitcoin and spot Ethereum exchange-traded funds (ETFs) -- Sui can process 297,000 transactions per second, compared to 65,000 for Solana. What needs to happen next?

Accredited Investors 245

Accredited Investors Exchange-Traded Funds Prospects Financing 245

The Motley Fool

DECEMBER 5, 2024

However, it has an active internal trading program that allows employees and existing investors to buy and sell shares, and some secondary websites occasionally allow accredited investors to buy and sell shares of SpaceX stock. The Cosmos Fund exists to hold only one investment -- SpaceX stock. There are some caveats.

Accredited Investors 130

Accredited Investors Mutual Funds Exchange-Traded Funds Investing 130

The Motley Fool

APRIL 20, 2024

Private equity and venture capital firms typically have access to investments that are not available to everyday investors. Well, to put it simply, these funds raise capital from ultrahigh-net-worth individuals called accredited investors. What's in the fund? This where the Destiny Tech100 fund comes in.

Accredited Investors 235

Accredited Investors Venture Capital Initial Public Offering New York Stock Exchange 235

This is going to be BIG.

OCTOBER 14, 2015

Maybe like a fund." Circles are separately managed private funds that invest in companies on the CircleUp platform. They are intended to provide investors an alternative to direct investments in companies. The fund will make investments on their behalf in select companies on the platform.

Accredited Investors 128

Accredited Investors Funds Investing Leveraging 128

The Motley Fool

MARCH 17, 2024

Investing in private equity, on the other hand, is only available to institutional investors and accredited investors who have an annual income of at least $200,000 for two consecutive years and/or a net worth of $1 million or more excluding their primary residence.

Accredited Investors 189

Accredited Investors New York Stock Exchange Investing Stock Exchanges 189

AltAssets

JANUARY 17, 2025

Alternative asset management giant Sagard has opened its first evergreen private equity fund for Canadian accredited investors. The post Sagard opens evergreen private equity fund for accredited Canadian investors appeared first on AltAssets Private Equity News.

Accredited Investors 98

Accredited Investors Funds Investors Asset Management 98

This is going to be BIG.

APRIL 1, 2015

The fund is performing really well and we''ve had lots of inbound offers to invest in the second fund, which was being rounded up until recently. This person had built a hugely successful firm that grew in size from fund to fund--and was now a major brand in the space. That''s when I got an offer I couldn''t refuse.

Accredited Investors 166

Accredited Investors Investors Stakes Funds 166

This is going to be BIG.

APRIL 10, 2015

To benefit from the explosive growth of companies like Uber, Airbnb, Dropbox, etc, you had to fit in either one of two categories: be an angel investor already in an inner circle of experienced angels and entrepreneurs, largely located in Silicon Valley, or be an investor in a venture capital fund that backed those companies.

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Venture Capital Accredited Investors Returns Capital 127

Private Equity Wire

SEPTEMBER 28, 2023

Private credit investment manager Altriarch Asset Management (Altriarch), has launched a new fund that will focus on investments in what the South Carolina-based firm describes as “overlooked segments” within the private credit space.

Accredited Investors 98

Accredited Investors Funds Asset Management Financing 98

This is going to be BIG.

FEBRUARY 21, 2019

While most of the money that goes into VC funds comes from institutions that are highly experienced in the asset class, some family offices and high net worth individuals also invest in VC. A lot of VC fund pitches—and I know this because I used to vet VCs for a living as an institutional limited partner at a pension fund—sound the same.

High Net Worth Individuals 106

High Net Worth Individuals Accredited Investors Pension Funds Funds 106

The Motley Fool

JULY 26, 2024

Many people correctly associate hedge funds with rich people and may wish they could invest in them, too, despite not being rich. At the same time, there ways you can invest like hedge funds if that is your aim. Hedge funds aren't quite as secretive as you might think, either. What are hedge funds? billion Two Sigma $67.5

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Hedge Funds Mutual Funds Accredited Investors Funds 130

Private Equity Wire

DECEMBER 15, 2023

Apollo Asset Backed Credit is structured as an operating company rather than an investment fund, a step that may allow it to take in more money from individual retirement accounts. Apollo Global Management Inc.

Accredited Investors 98

Accredited Investors Investing Assets Accounting 98

A VC: Musings of a VC in NYC

MAY 5, 2021

There has been this narrative about investing in VC funds that you have to get into the top quartile (25%) or possibly the top decile (10%) in order to generate good returns. Half of all venture funds outperform the stock market which is the benchmark most institutions measure VC funds against.

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Stock Market Stock Market Accredited Investors Startups 111

FinSMEs

SEPTEMBER 26, 2023

Anzu Partners, an Atlanta, Boston, San Diego, and Tampa-based investment firm delivering capital and strategic support to early-stage breakthrough technology companies, raised more than $200m at the close of its third venture capital fund.

Accredited Investors 64

Accredited Investors Venture Capital Funds Capital 64

The Motley Fool

SEPTEMBER 24, 2024

The SEC's approvals of the first spot price exchange-traded funds ( ETFs ) for Bitcoin and Ether earlier this year also suggested those two "blue chip" cryptocurrencies were more reliable long-term investments than XRP or other smaller altcoins. XRP can't be mined anymore, and its blockchain doesn't natively support smart contracts.

Securities and Exchange Commission (SEC) 130

Securities and Exchange Commission (SEC) Accredited Investors Financial Institutions Exchange-Traded Funds 130

The Motley Fool

OCTOBER 19, 2024

Believe it or not, exchange-traded funds (ETFs) can be a great way to diversify your investments and make you rich. The trust was created in 2013 and initially offered solely to institutional and accredited investors before it began trading over the counter in 2015. Enter the Grayscale Bitcoin Trust ETF (NYSEMKT: GBTC).

Exchange-Traded Funds 130

Exchange-Traded Funds Accredited Investors Assets Taxes 130

The Motley Fool

OCTOBER 19, 2024

That classification supported the approvals of the first Bitcoin spot price exchange-traded funds ( ETFs ) this January. Grayscale subsequently relaunched its XRP Trust (which it had previously shut in 2021) as a closed-end fund ( CEF ) for accredited investors.

Securities and Exchange Commission (SEC) 130

Securities and Exchange Commission (SEC) Accredited Investors Exchange-Traded Funds Stakes 130

The Motley Fool

NOVEMBER 22, 2024

One way Nvidia capitalizes on these added funds is by making strategic investments in companies that help spread the adoption of its products. The investment by Nvidia and other accredited investors helped strengthen the company's finances, which will ultimately fuel investments in high-return projects to drive more growth.

Accredited Investors 130

Accredited Investors Investing Enterprise Values Amortization 130

This is going to be BIG.

SEPTEMBER 18, 2019

That believe has not only translated into the most diverse portfolio run by an investor who looks like me, with over 50% of the teams including diverse founders, but also into top quartile returns in our last fund. I generally accept any invite to speak or answer questions in front of a public group that I get.

Venture Capital 95

Venture Capital Accredited Investors Capital Best Practices 95

The Motley Fool

FEBRUARY 3, 2024

It's something I've started doing a little bit over the last few years, mostly through funds. If you're an accredited investor, those are available to people. David Meyer: One of the more beneficial ways of investing in real estate right now that almost no one considers is actually being on the lending side of real estate.

Investors 246

Investors Passive Investors Accredited Investors Portfolios 246

The Big Picture

DECEMBER 4, 2024

The fund runs 15 ETFs and manages nearly 3 billion in assets. Now in stocks, there’s been something not too dissimilar called the exchange fund, been around really, since the 1970s Eaton Vance, Goldman Sachs, Merrill Lynch has been putting out a lot of these. Amazing, right? And really this concept has been a lot of prior art.

Taxes 52

Taxes Mutual Funds Accredited Investors Asset Management 52

Private Equity Wire

JULY 19, 2023

Kavulich has nearly two decades of experience ranging from performing to distressed assets in private and public markets to direct, secondary and co-investment opportunities. NPC launched a closed-end interval fund earlier this year to provide accredited investors with a diversified exposure to private credit.

Accredited Investors 52

Accredited Investors Assets Capital Funds 52

The Motley Fool

JULY 24, 2023

What drives backers to participate in funding campaigns that pay off in rewards rather than equity. Mary Long: I'm Mary Long and that's Becky Center, CEO of the crowdfunding platform Indiegogo, which has helped to fund over 925,000 entrepreneurial ideas. They're my audience and they're going to help fund me to be able to do it.

Crowdfunding 130

Crowdfunding Financing Finance Accredited Investors 130

This is going to be BIG.

JULY 13, 2023

Also, some partners are notoriously stingy about sharing fund economics—and the industry very quickly finds out who those firms are. Those are the ones that constantly seem to be throwing off (losing) high-quality investors. Check out our conversation on "Micro to Institutional" with Aaron Holiday and Kirsten Green. )

Education 78

Education Accredited Investors Startups Investors 78

Steve Sanduski

DECEMBER 15, 2022

. “Our sweet spot today is catering to business owners, C-suite executives, senior executives, entrepreneurs, people who are qualified purchasers or accredited investors.” ” “Think differently about how you put money to work.” “Every client situation, of course, is unique,” Michael says.

Accredited Investors 52

Accredited Investors Mutual Funds Hedge Funds Buyout 52

Anzu Partners

SEPTEMBER 26, 2023

Fund III cohort accelerates the energy transition, facilitates discovery of better therapeutics and advances critical industries ATLANTA & BOSTON & SAN DIEGO & TAMPA, Fla. & Investors in Fund III include new and returning public and private institutions, single and multifamily offices, and accredited investors across the U.S.

Securities and Exchange Commission (SEC) 40

Securities and Exchange Commission (SEC) Companies Accredited Investors Funds 40

Axial

NOVEMBER 26, 2024

Potential buyers fall into two primary categories: → Financial Buyers : These include private equity firms (also known as “financial sponsors”), independent sponsors (or “fundless sponsors”), family offices, search funds, and high-net-worth individuals.

High Net Worth Individuals 40

High Net Worth Individuals Accredited Investors Investment Horizon Private Equity Firms 40

SEI

SEPTEMBER 6, 2022

Users in the digital asset ecosystem gain access to a wide range of new markets and financial products, most of which were previously accessible to only institutions, accredited investors, and the ultra-wealthy. . For example, decentralized protocols such as Aave and Maker allow users to borrow against their digital asset collateral.

Assets 52

Assets Investing Collateral Accredited Investors 52

Zajac Group

OCTOBER 17, 2024

Generally speaking, private equity gives accredited investors the opportunity to participate in investments that may yield higher returns than traditional investment methods, though the risk is typically higher as well.

Taxes 52

Taxes Liabilities Shareholders Accredited Investors 52

Axial

MAY 23, 2023

In terms of where to slot us from an investor type – we are unique in the sense that we have owned and operated our own businesses since 2001, invested our own capital and also raised capital from LPs (both institutional and smaller accredited investors).”

Private Equity Firms 52

Private Equity Firms Private Equity Firms Accredited Investors Business Services 52

The Big Picture

FEBRUARY 28, 2023

We had a group that was doing small growth capital investments in Germany and Switzerland at that time, a fund doing secondaries. RITHOLTZ: So let’s talk a little bit about some of your closed-end funds. Typically, most private equity or buyout funds tend to be a quarter million dollars or more. LAYTON: Yeah. LAYTON: Yeah.

Assets 59

Assets Due Diligence Private Equity Firms Private Equity Firms 59

The Motley Fool

FEBRUARY 27, 2024

Though it's still privately held, it has raised billions in funding from the likes of Microsoft. Altman has had an unusual career as both an entrepreneur and investor. In addition to founding and advising start-ups, Altman also has a prolific career as an angel investor. The rest of us are buying from those first investors.

Stakes 245

Stakes Accredited Investors Conglomerates Initial Public Offering 245

The Motley Fool

FEBRUARY 17, 2024

Even in fine art pieces, you can invest in art debt, you can buy individual works, or you can buy funds. There are people who are putting together funds. Generally speaking, those funds are being made by the top 100 or so artists who track against auction sales. Now people are finally moving into indices and funds.

Investing 246

Investing Education Accredited Investors Funds 246