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. The 10 stocks that made the cut could produce monster returns in the coming years.

Securities and Exchange Commission (SEC) 245

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

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. It's where investors loan money to private companies.

Accredited Investors 189

Accredited Investors New York Stock Exchange Investing Stock Exchanges 189

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. The 10 stocks that made the cut could produce monster returns in the coming years. There are drawbacks, to be sure.

Accredited Investors 245

Accredited Investors Stakes Assets Investment Firms 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 10 stocks that made the cut could produce monster returns in the coming years.

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. By comparison, the Destiny Tech100 generated a return of negative 7.3%

Accredited Investors 235

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

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. Should you invest $1,000 in KKR right now?

High Net Worth Individuals 130

High Net Worth Individuals Accredited Investors Asset Management Assets 130

The Motley Fool

SEPTEMBER 20, 2023

So what Some of that drop occurred after investors had a negative reaction to news that Canopy would be selling shares in a private placement offering that will raise as much as $50 million for the company. Though the shares are sold to accredited investors , common stock shareholder ownership is diluted in the process.

Securities and Exchange Commission (SEC) 130

Securities and Exchange Commission (SEC) Accredited Investors Shareholders Capital 130

This is going to be BIG.

FEBRUARY 21, 2019

They all have great networks, above market performance and some special sauce that sounds nice but you’re not 100% clear it makes sense as a way to boost returns or get access to deals. 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

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

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. Yes, an 11,000% return can turn modest sums into lots of money. The 10 stocks that made the cut could produce monster returns in the coming years. Will it continue?

Exchange-Traded Funds 130

Exchange-Traded Funds Accredited Investors Assets Taxes 130

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. These are the gross return multiples of all of the funds that are “mature” meaning the returns are pretty clear now: Multiple Year Of Initial Investment 8.66

Stock Market 111

Stock Market Stock Market Accredited Investors Startups 111

The Motley Fool

NOVEMBER 22, 2024

Assuming it continues to see growing adoption across multiple markets and turns a profit in the next year or so, investors could earn tremendous returns in the coming years. Assuming Applied Digital continues to show improving profitability, the stock could deliver excellent returns in the coming years.

Accredited Investors 130

Accredited Investors Investing Enterprise Values Amortization 130

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. The 10 stocks that made the cut could produce monster returns in the coming years. The Stock Advisor service has more than quadrupled the return of S&P 500 since 2002*.

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. JPMorgan Chase is an advertising partner of The Ascent, a Motley Fool company.

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. 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

FinSMEs

SEPTEMBER 26, 2023

Investors in Fund III include new and returning public and private institutions, single and multifamily offices, and accredited investors across the […] The post Anzu Partners Closes Third Venture Fund, At More Than $200M appeared first on FinSMEs.

Accredited Investors 64

Accredited Investors Venture Capital Funds Capital 64

The Motley Fool

FEBRUARY 3, 2024

.* They just revealed what they believe are the ten best stocks for investors to buy right now. See the 10 stocks *Stock Advisor returns as of 1/29/2024 This video was recorded on Jan. Mary Long: I'm Mary Long, and that's Dave Meyer, vice president of growth and analytics at BiggerPockets and a returning guest on Motley Fool Money.

Investors 246

Investors Passive Investors Accredited Investors Portfolios 246

The Motley Fool

OCTOBER 21, 2024

See 3 “Double Down” stocks » *Stock Advisor returns as of October 21, 2024 This video was recorded on Oct. But those are for the private investors. Those accredited investors. I'm not an accredited investor. Mary Long: We've got the power. You're listening to Motley Fool Money. Startups have raised about 1.6

Crowdfunding 130

Crowdfunding Accredited Investors Consultants Consulting 130

The Big Picture

DECEMBER 4, 2024

You have to contribute to get the tax benefits, when the fund launches, uh, and then you get an ETF in return and the benefit is a tax deferral. It’s not a trans, uh, taxable transaction from seeding the fund to getting the ETF in return. Barry Ritholtz : To clarify this, you’re not escaping the taxes.

Taxes 52

Taxes Mutual Funds Accredited Investors Asset Management 52

Axial

NOVEMBER 26, 2024

They are in the business of making investments in companies and realizing a return on their investments. Strategic Buyer s : These are operating companies that provide products or services and are often competitors, suppliers, or customers of your firm.

High Net Worth Individuals 40

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

The Motley Fool

JULY 24, 2023

.* They just revealed what they believe are the ten best stocks for investors to buy right now. See the 10 stocks Stock Advisor returns as of July 17, 2023 This video was recorded on July 16, 2023. But it was not possible to do that because certain legislation required an investor. and Walmart wasn't one of them!

Crowdfunding 130

Crowdfunding Financing Finance Accredited Investors 130

Zajac Group

OCTOBER 17, 2024

Each taxpayer receives a copy of their K-1, which they then use to complete their own tax return. A partnership files a Form 1065 which is the partnership tax return that contains activity on each partner’s K-1. Like a K-1, it can report information regarding income, dividends, interest earned, returns, and other financial factors.

Taxes 52

Taxes Liabilities Shareholders Accredited Investors 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.

Securities and Exchange Commission (SEC) 40

Securities and Exchange Commission (SEC) Companies Accredited Investors Funds 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

The Big Picture

FEBRUARY 28, 2023

So it used to be within private markets that you would find a good business, apply quite a bit of leverage to it, at least in the private equity business, and be able to make a pretty good return by buying good solid businesses as they are. You can’t just hope to lever up a good company and generate a return that way.

Assets 59

Assets Due Diligence Private Equity Firms Private Equity Firms 59

The Motley Fool

FEBRUARY 27, 2024

But the opportunity to buy shares at the actual IPO price directly from the company is almost always out of reach for retail investors -- those shares go entirely to accredited investors (usually people who have large amounts of investable assets) and institutions. The rest of us are buying from those first investors.

Stakes 245

Stakes Accredited Investors Conglomerates Initial Public Offering 245

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

DECEMBER 30, 2023

The 10 stocks that made the cut could produce monster returns in the coming years. 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. Motley Fool Money starts now. Everybody needs money.

Accredited Investors 130

Accredited Investors Companies Returns Bidding 130

This is going to be BIG.

JANUARY 10, 2021

Don’t buy the argument that anyone can lift themselves up by their bootstraps unless you see them fighting the SEC for you to able to invest $100 into their fund as a non-accredited investor—given how much they’ve been bragging about their top-quartile returns and unicorn investments.

Investing 152

Investing Venture Capital Accredited Investors Taxes 152

This is going to be BIG.

JUNE 1, 2020

And investors? Well, you would have needed to be a wealthy, accredited investor to get in on the upside, and only 3% of Americans meet the criteria to do that. Venture capital is supposed to make a high multiple of return for the risk. so they make up less than 10% of 10%.

Startups 122

Startups Education Accredited Investors Deal Flow 122

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). The 10 stocks that made the cut could produce monster returns in the coming years.

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. above an 8% hurdle.

High Net Worth Individuals 96

High Net Worth Individuals Accredited Investors Investors Funds 96

The Motley Fool

MARCH 6, 2025

Meanwhile, XRP was relisted by the major crypto exchanges, Grayscale relaunched its XRP Trust as a closed-end fund ( CEF ) for accredited investors , and several asset management firms have submitted applications to the SEC for permission to launch XRP exchange-traded funds (ETFs). The Motley Fool has a disclosure policy.

Accredited Investors 230

Accredited Investors Exchange-Traded Funds Asset Management Stakes 230

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. wasnt one of them.

Accredited Investors 133

Accredited Investors Leveraging Assets Returns 133

Zajac Group

MARCH 11, 2025

Its important to note that in order to participate in an exchange fund, you need to satisfy certain criteria including importantly being an accredited investor or qualified purchaser. Typically, exchange funds are invested to maximize after-tax returns and mitigate taxable events.

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. The 10 stocks that made the cut could produce monster returns in the coming years. Yet most of the major crypto trading platforms relisted XRP after that ruling.

Securities and Exchange Commission (SEC) 243

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