The Motley Fool

DECEMBER 11, 2023

The origins of Grayscale Bitcoin Trust Grayscale originally created its Bitcoin trust to give investors a way to participate directly in the price changes of the Bitcoin cryptocurrency. Grayscale Bitcoin Trust offered shares to institutional and accredited investors without having to do a full registration process with the SEC.

Securities and Exchange Commission (SEC) 246

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

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. In other words, the value of the portfolio would need to rise by a factor of 6.9x

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

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. Can you invest in SpaceX through the Cosmos Fund? There are some caveats.

Accredited Investors 130

Accredited Investors Mutual Funds Exchange-Traded Funds Investing 130

The Motley Fool

OCTOBER 1, 2024

For example, the XRP trust will only be open to accredited investors, and will trade over the counter. Thus, regular everyday investors will not have access to it. Obviously, a trust is not the same thing as an ETF, but it's arguably as close as you're going to get with smaller crypto assets at this point.

Accredited Investors 245

Accredited Investors Stakes Assets Investment Firms 245

This is going to be BIG.

APRIL 10, 2015

First, you have to be an accredited investor--someone with a few hundred grand in income or a million to your name. One regulation has effectively kept the most investors from participating in the most recent tech boom--namely the 99 investor limit in a limited partnership.

Venture Capital 127

Venture Capital Accredited Investors Returns Capital 127

The Motley Fool

JUNE 10, 2024

They aim to make hybrid public-private market investment solutions available to investors across several asset classes, geographies, and channels. High-net-worth individuals and accredited investors currently don't have many ways to access alternative investments. Is KKR a buy after last month's rally?

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High Net Worth Individuals Accredited Investors Asset Management Assets 130

The Motley Fool

OCTOBER 19, 2024

The trust was created in 2013 and initially offered solely to institutional and accredited investors before it began trading over the counter in 2015. Consider holding ETF shares as part of a long-term-oriented, diversified portfolio. Enter the Grayscale Bitcoin Trust ETF (NYSEMKT: GBTC).

Exchange-Traded Funds 130

Exchange-Traded Funds Accredited Investors Assets Taxes 130

A VC: Musings of a VC in NYC

MAY 5, 2021

An interesting data point from this study is the VC “fund of funds” mostly outperform the stock market so a portfolio of VC funds will generally give you enough diversification that you can meet your performance objectives. The best way to know what managers to pick is to be in the startup business in some way.

Stock Market 111

Stock Market Stock Market Accredited Investors Startups 111

The Motley Fool

SEPTEMBER 24, 2024

Grayscale also recently relaunched its XRP Trust (after shutting it down in 2021 in response to the SEC lawsuit) as a closed-end fund ( CEF ) for accredited investors , and that move could pave the way for the eventual approval and launch of XRP's first spot price ETF. Consider when Nvidia made this list on April 15, 2005.

Securities and Exchange Commission (SEC) 130

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

The Motley Fool

FEBRUARY 3, 2024

Dave Meyer is the VP of growth and analytics at BiggerPockets and the author of Start with Strategy: Craft Your Personal Real Estate Portfolio for Lasting Financial Freedom. Risk mitigation strategies for real estate investors. Easy to start out with when you've got one property or just a small portfolio of stocks.

Investors 246

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The Motley Fool

OCTOBER 19, 2024

Grayscale subsequently relaunched its XRP Trust (which it had previously shut in 2021) as a closed-end fund ( CEF ) for accredited investors. Stock Advisor provides investors with an easy-to-follow blueprint for success, including guidance on building a portfolio, regular updates from analysts, and two new stock picks each month.

Securities and Exchange Commission (SEC) 130

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

The Motley Fool

JULY 26, 2024

Like a typical mutual fund , it pools the money of investors, and its managers decide how to invest that money. Here are some more things to know about hedge funds: Typically, only accredited investors can invest in hedge funds. Others have simply underperformed.

Hedge Funds 130

Hedge Funds Mutual Funds Accredited Investors Funds 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. Venture is all about access—getting the best deals. Contact me here to find out more about this.)

Venture Capital 95

Venture Capital Accredited Investors Capital Best Practices 95

Private Equity Wire

JULY 19, 2023

Nomura PC taps BlackRock exec as Head of Opportunistic Private Credit Submitted 19/07/2023 - 10:47am Nomura Private Capital (NPC) has appointed Steve Kavulich, a portfolio manager and investment committee member at BlackRock, as the firm's new Head of Opportunistic Private Credit, based in its New York office.

Accredited Investors 52

Accredited Investors Assets Capital Funds 52

The Big Picture

DECEMBER 4, 2024

But suddenly they find themselves sitting on an uncomfortably large percentage of their portfolio in a single name. The challenge for investors is how can they diversify when selling shares leads to owing big capital gains? What’s an investor to do? It gets to be a bigger, bigger percentage of your portfolio.

Taxes 52

Taxes Mutual Funds Accredited Investors Asset Management 52

The Motley Fool

OCTOBER 21, 2024

As long as you're willing to put in the work over time, if it becomes material to your portfolio to make sure you understand it because the last thing you want to do is to wake up with a great winner in your portfolio and not really know how it makes money, because then you won't know what to do with it. Those accredited investors.

Crowdfunding 130

Crowdfunding Accredited Investors Consulting Consultants 130

This is going to be BIG.

JULY 13, 2023

So why don’t more investors take advantage of a coach’s help? We act as coaches all the time to our portfolio founders and often recommend coaches to them without hesitation they’ll find value in the relationship. I spoke with a few people and here’s what I figured out: First off, there’s the cost.

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.” . “Investing in technology has really been paramount to providing a seamless client experience,” Michael says.

Accredited Investors 52

Accredited Investors Mutual Funds Hedge Funds Buyout 52

Anzu Partners

SEPTEMBER 26, 2023

Investors in Fund III include new and returning public and private institutions, single and multifamily offices, and accredited investors across the U.S. Tweet this Fund III was established to invest in companies developing next-generation solutions in clean technology, industrial innovations, and life sciences. and overseas.

Securities and Exchange Commission (SEC) 40

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

Zajac Group

OCTOBER 17, 2024

As we mentioned above, if you choose to incorporate private investments (which may also be considered alternative investments) in your portfolio, some of your income may be reported on a Schedule K-1 form as well.

Taxes 52

Taxes Liabilities Shareholders Accredited Investors 52

Axial

MAY 23, 2023

Both sellers and investors like Independent Sponsors’ boutique nature and deep operating experience. They tend to have fewer portfolio companies than private equity firms, which affords them a high degree of personal attention post-acquisition. Why are independent sponsors growing in prominence?

Private Equity Firms 52

Private Equity Firms Private Equity Firms Accredited Investors Business Services 52

The Big Picture

FEBRUARY 28, 2023

Tell us a little bit about the giant portfolio of companies you guys are managing. So we manage a portfolio of several dozen companies. When you add together all of our portfolio companies, it’s effectively $100 billion enterprise — RITHOLTZ: Wow. You sit on the board of directors on a number of portfolio companies.

Assets 59

Assets Due Diligence Private Equity Firms Private Equity Firms 59

The Motley Fool

SEPTEMBER 12, 2024

The gain came after the clinical-stage biopharmaceutical company revealed that it entered into agreements with several biotech institutional and individual accredited investors for the sale of over 10.3 Investors were undoubtedly especially glad to see key insiders agree to buy more Summit Therapeutics stock. ET on Thursday.

Accredited Investors 100

Accredited Investors Accounting Returns Investors 100

The Motley Fool

FEBRUARY 17, 2024

Maybe I have $100,000 stock portfolio, and I'm interested in the idea of diversifying a little bit, and I've got $5,000 saved. What can we expect from an art portfolio, and what is a legitimate size of a portfolio to even start talking about that at an individual level? Let's say I've got a limited budget.

Investing 246

Investing Education Accredited Investors Funds 246

The Motley Fool

DECEMBER 30, 2023

Stock Advisor provides investors with an easy-to-follow blueprint for success, including guidance on building a portfolio, regular updates from analysts, and two new stock picks each month. The 10 stocks that made the cut could produce monster returns in the coming years. million annually in Chipotle.

Accredited Investors 130

Accredited Investors Companies Returns Bidding 130

This is going to be BIG.

JANUARY 10, 2021

People used to tell me that, as an investor, I shouldn’t share my political opinions in public because it might impact my portfolio companies or my ability to raise capital.

Investing 152

Investing Venture Capital Accredited Investors Taxes 152

The Motley Fool

MARCH 23, 2025

Unless you're an accredited investor , accessing opportunities in private companies is rare. That said, every now and again, a private company becomes large enough that investors consider the potential of an initial public offering (IPO). For many people, investing in the stock market is the most effective way to build wealth.

Securities and Exchange Commission (SEC) 275

Securities and Exchange Commission (SEC) Accredited Investors Initial Public Offering Debt 275

Private Equity Wire

JANUARY 17, 2025

Canada’s Sagard Holdings is launching a private equity fund aimed at retail investors, marking a significant move as alternative asset managers expand their focus beyond institutional clients and ultra-high-net-worth individuals, according to a report by Wealth Management. A subsidiary of Power Corp.

High Net Worth Individuals 96

High Net Worth Individuals Accredited Investors Investors Funds 96

SuperAngel.Fund

MARCH 10, 2025

As a Solo GP, one of the only reasons that I’m able to manage over 500 LP investors and 150 portfolio companies is because of AngelList’s software, alongside best-in-class service, that provides back-office support including legal, tax, banking, and regulatory compliance. The next frontier? Regulatory reform.

Accredited Investors 52

Accredited Investors Venture Capital Legal Startups 52

The Motley Fool

FEBRUARY 6, 2025

also entered into a warrant exercise agreement on Thursday with an existing accredited investor that will result in the company getting gross proceeds of $21.9 The accredited investor will receive a new unregistered common-stock purchase warrant to buy up to another 3.77 million shares.

Accredited Investors 133

Accredited Investors Leveraging Assets Returns 133

Zajac Group

MARCH 11, 2025

If youve received a significant share of company stock, or your positions have grown meaningfully post-IPO, you may be searching for strategies to mitigate downside risk and diversify your portfolio. Each investor contributes shares of a single stock to the fund. Long-term employees with low-basis stock and post-IPO stock appreciation.

Accredited Investors 52

Accredited Investors Funds Taxes Liabilities 52

The Motley Fool

JANUARY 26, 2025

Grayscale also relaunched its XRP Trust as a new closed-end fund ( CEF ) for accredited investors , and several firms registered to sponsor their own spot XRP ETFs. But the SEC appealed that ruling earlier this month, and that pressure prevented XRP's price from bouncing back. presidential election.

Securities and Exchange Commission (SEC) 243

Securities and Exchange Commission (SEC) Accredited Investors Financial Institutions Stakes 243