AltAssets

FEBRUARY 5, 2025

Insurance company Aviva's asset management arm has launched a venture and growth capital fund, its fourth overall launched under the UK's Long Term Asset Fund regime.

Asset Management 75

Asset Management Assets Funds Capital 75

The Motley Fool

DECEMBER 6, 2024

A 13F is a required filing for institutional investors with at least $100 million in assets under management (AUM) that provides a concise snapshot of the stocks Wall Street's most prominent money managers are buying and selling. 14 deadline to file Form 13F with the Securities and Exchange Commission.

Stakes 245

Stakes Asset Management Bidding Assets 245

Private Equity Insights

MARCH 19, 2025

The deal, announced Tuesday, strengthens DWSs foothold in the alternative assets sector by providing first-look access to asset-based finance, direct lending, and other private credit transactions. DWS CEO Stefan Hoops emphasized that private credit is a critical offering for investors seeking exposure to real-economy assets.

Banks 162

Banks Financial Institutions Asset Management Financing 162

Private Equity Insights

JANUARY 9, 2025

A consortium of private credit funds, including Antares Capital, Blue Owl Capital, KKR, and Goldman Sachs Asset Management, has agreed to take control of Alacrity. Furthermore, upon completion of the restructuring, senior financiers will hold 90% of the companys shares, with Goldman Sachs Asset Management retaining a 10% stake.

Private Equity Firms 147

Private Equity Firms Private Equity Firms Funds Asset Management 147

Private Equity Insights

MARCH 19, 2025

Brookfield has a track record of investing in major pipeline assets worldwide. in a deal that could exceed $10bn, including debt. Sources familiar with the matter indicate that Brookfield has advanced past rival infrastructure funds and strategic buyers following the submission of final offers last week.

Pension Funds 191

Pension Funds Stakes Legal Asset Management 191

Private Equity Insights

FEBRUARY 12, 2025

The firm is looking to extend its role beyond investing client capital to managing funds for private equity and alternative asset managers, according to Chief Financial Officer Martin Small. This move follows BlackRocks $30bn expansion into private credit, financial data, and infrastructure assets in 2023.

Finance 162

Finance Financing Private Equity Firms Private Equity Firms 162

The Motley Fool

DECEMBER 22, 2024

Today, Brookfield Corporation is a leading global investment firm with three core businesses: Alternative asset management : Brookfield, through its subsidiary, Brookfield Asset Management , is one of the world's largest alternative investment managers, with over $1 trillion in assets under management (AUM).

Asset Management 130

Asset Management Conglomerates Shareholders Assets 130

The Motley Fool

DECEMBER 19, 2024

This was the deadline for institutional investors with at least $100 million in assets under management (AUM) to file Form 13F with the Securities and Exchange Commission. Although no asset manager is more closely followed than Berkshire Hathaway CEO Warren Buffett, he's far from the only billionaire known for their investing prowess.

Stakes 246

Stakes Assets Asset Management Banks 246

Private Equity Insights

MARCH 26, 2025

On average, private assets are expected to make up 15% of the portfolio mix. BlackRocks private markets platform now competes head-to-head with alternative asset managers like Blackstone, KKR, Apollo, and Ares. The models are supported by iCapital and GeoWealth and are tailored for financial advisers serving retail clients.

Asset Management 147

Asset Management Assets Portfolios Funds 147

Private Equity Insights

FEBRUARY 7, 2025

Read more: [link] Ares Management Corporation announced that its Ares European Strategic Income Fund (AESIF) has exceeded 2.2bn in assets under management within its first full year. He noted a growing demand for Balbecs asset-based and specialty finance strategies as investors seek diversification. reaching its.

Funds 147

Funds Pension Funds Asset Management Financing 147

Private Equity Insights

FEBRUARY 28, 2025

The fund aims to raise between $300m and $500m over the next three to five years, investing in corporate bonds linked to biodiversity impact. Source: ESG News If you think we missed any important news, please do not hesitate to contact us at news@pe-insights.com. Can`t stop reading?

Funds 147

Funds Investing Asset Management Financing 147

The Motley Fool

NOVEMBER 11, 2024

A 13F is a required filing with the Securities and Exchange Commission for institutional investors with at least $100 million in assets under management. It's a tool that allows investors to see which stocks Wall Street's smartest money managers have been buying and selling.

Hedge Funds 246

Hedge Funds Stakes Asset Management Assets 246

Private Equity Insights

FEBRUARY 28, 2025

Brookfield Asset Management is targeting at least $7bn for its fourth infrastructure debt fund, expanding one of the largest strategies in the sector. The fund focuses on real estate secondaries, acquiring stakes in mature funds, providing liquidity to limited partners, and recapitalising existing assets. Read more here.

High Net Worth Individuals 162

High Net Worth Individuals Funds Private Equity Firms Private Equity Firms 162

The Motley Fool

OCTOBER 31, 2024

No later than 45 calendar days following the end to a quarter, institutional investors with at least $100 million in assets under management (AUM) are required to file Form 13F with the Securities and Exchange Commission. Image source: Getty Images. billion in AUM, as of the end of June.

Stakes 246

Stakes Hedge Funds Asset Management Assets 246

Private Equity Insights

JANUARY 16, 2025

read more Sagard launches first private equity fund for retail investors Sagard, a global alternative asset manager, launched its first private equity fund designed for. Read more Investcorp acquires Italian alternative payments innovator Epipoli Investcorp has acquired Epipoli, a Milan-based leader in alternative payment solutions.

Stakes 147

Stakes Asset Management Leveraging Assets 147

Private Equity Insights

MARCH 11, 2025

The fund, focused on middle-market infrastructure investments, will deploy both structured and common equity to back sponsors, developers, and corporates in sectors where Brookfield has deep expertise.

Companies 147

Companies Funds Debt Asset Management 147

AltAssets

DECEMBER 2, 2024

Arcmont Asset Management and Churchill Asset Management, the European and US asset management companies of Nuveen Private Capital, have brought in Otto Donner to expand its European client coverage.

Capital 96

Capital Asset Management Assets Companies 96

Private Equity Wire

NOVEMBER 28, 2024

HPS Investment Partners, a global firm with approximately $117bn in assets under management as of June 2024, operates across various asset classes, including debt, liquid credit, asset-based finance, and real estate.

Asset Management 103

Asset Management Investing Assets Debt 103

Private Equity Insights

JANUARY 16, 2025

read more Sagard launches first private equity fund for retail investors Sagard, a global alternative asset manager, launched its first private equity fund designed for. Read more Investcorp acquires Italian alternative payments innovator Epipoli Investcorp has acquired Epipoli, a Milan-based leader in alternative payment solutions.

Stakes 147

Stakes Capital Companies Asset Management 147

The Motley Fool

NOVEMBER 8, 2024

Two additional key performance indicators that management will be discussing on this call are net asset value, or NAV, and return on equity, or ROE. NAV is defined as total assets minus total liabilities and is also reported on a per share basis. We've also continued to produce positive results for our asset management business.

Capital 130

Capital Asset Management Due Diligence Securities and Exchange Commission (SEC) 130

The Motley Fool

JANUARY 3, 2025

Steven Cohen of Point72 Asset Management bought 1.5 It is now his third-largest position excluding options. He also sold 4.9 million shares of Apple, reducing his stake by 90%. It had been his fourth-largest position excluding options. million shares of Nvidia, increasing his stake by 75%. Meanwhile, he sold 1.5

Hedge Funds 246

Hedge Funds Stakes Asset Management Prospects 246

Private Equity Wire

MARCH 11, 2025

Blackstone has received regulatory approval from the US Securities and Exchange Commission (SEC) for its new evergreen fund, the Blackstone Private Multi-Asset Credit and Income Fund (BMACX), targeting individual investors, according to a report by Citywire. Entry requirements start at $2,500, depending on share class.

Securities and Exchange Commission (SEC) 56

Securities and Exchange Commission (SEC) Assets Fee Structure Funds 56

Private Equity Insights

FEBRUARY 28, 2025

Source: The Recursive If you think we missed any important news, please do not hesitate to contact us at news@pe-insights.com. Can`t stop reading?

Private Equity Firms 147

Private Equity Firms Private Equity Firms Investing Stakes 147

The Motley Fool

FEBRUARY 14, 2025

14 deadline for institutional money managers with at least $100 million in assets under management to file Form 13F with the Securities and Exchange Commission (SEC). A 13F allows investors to see which stocks Wall Street's most-prominent and successful asset managers purchased and sold during the previous quarter.

Securities and Exchange Commission (SEC) 228

Securities and Exchange Commission (SEC) Legal Hedge Funds Stakes 228

Private Equity Wire

JANUARY 10, 2025

Indias private credit market is seeing robust growth with two key players, Neo Asset Management and Avendus PE Investment Advisors, prepare to launch funds targeting a combined $1bn-plus in assets, according to a report by Bloomberg.

Funds 93

Funds Asset Management Assets Finance 93

Private Equity Wire

JANUARY 8, 2025

Point72 Asset Management, the hedge fund founded by Steve Cohen, is entering the booming private credit market with a new strategy headed by Todd Hirsch, a former senior managing director at Blackstone, according to a report by Reuters citing an internal company statement.

Hedge Funds 98

Hedge Funds Asset Management Assets Debt 98

Private Equity Wire

FEBRUARY 5, 2025

Billy Rahm, the former Head of Real Estate at private investments firm Centerbridge Partners, has launched Everview Partners, a New York-based investment firm focused on real assets businesses across North America, according to a report by Bloomberg.

Assets 59

Assets Asset Management Debt Investment Firms 59

Private Equity Insights

FEBRUARY 28, 2025

The deal adds 645 rooms to the private equity real estate firm’s growing hospitality portfolio, reinforcing its presence in key European markets. The hotels, built between 2000 and 2011, are located in Paris Issy-les-Moulineaux, Paris Montreuil, Paris Saint-Denis, Lille, and Cannes.

Portfolios 147

Portfolios Private Equity Firms Private Equity Firms Asset Management 147

Private Equity Insights

JANUARY 14, 2025

This transaction underscores the importance of strategic partnerships between private equity firms and alternative asset managers in funding large-scale deals within critical industries. Blue Owls involvement reaffirms its position as a trusted partner for transformative investments in high-growth sectors.

Capital 130

Capital New York Stock Exchange Private Equity Firms Private Equity Firms 130

Private Equity Wire

NOVEMBER 19, 2024

of its total assets. Alternative investments make up a substantial portion of MainePERS’ portfolio, accounting for 57.5% This category includes private equity, infrastructure, natural resources, alternative credit, real estate, and risk-diversifying strategies.

Due Diligence 103

Due Diligence Pension Funds Legal Asset Management 103

Private Equity Insights

FEBRUARY 14, 2025

With AI-driven portfolio monitoring, automated data collection, and performance tracking, private equity firms and other alternative asset managers can enhance efficiency, reduce manual workflows, and make data-driven investment decisions.

Private Equity Firms 130

Private Equity Firms Private Equity Firms Mergers and Acquisitions Funds 130

Private Equity Insights

MARCH 5, 2025

Read more Pollen Street backs OrderYOYO to accelerate growth and expansion Read More Thoma Bravo exits Quorum in major energy software deal with Francisco Partners Read More Blackfin Capital Partners acquires Lemanik Asset Management in Luxembourg expansion Read More The post Pollen Street backs OrderYOYO to accelerate growth and expansion appeared (..)

Asset Management 147

Asset Management Leveraging Financial Services Assets 147

The Motley Fool

AUGUST 26, 2024

What better place to find it than the portfolios of billionaire asset managers? Two stocks that are popular now among some asset managers and could provide inspiration for your own next great buy are Amazon (NASDAQ: AMZN) and PayPal Holdings (NASDAQ: PYPL). It offers growth, but it's not very risky.

Due Diligence 245

Due Diligence Asset Management Hedge Funds Assets 245

The Motley Fool

APRIL 26, 2024

A 13F is a required quarterly filing by institutional investors and money managers with at least $100 million in assets under management. Ken Fisher's Fisher Asset Management added 593,585 shares. Steven Cohen's Point72 Asset Management picked up 139,084 shares.

Asset Management 243

Asset Management Hedge Funds Assets Debt 243

The Motley Fool

JANUARY 21, 2025

The successful integration of TD Ameritrade significantly expanded Schwab's client and asset base. trillion in client assets to Schwab's platform. billion from asset management and administration fees. The company expects improvements in client cash trends and continued asset growth throughout 2025.

Assets 130

Assets Asset Management Leveraging Prospects 130

The Motley Fool

DECEMBER 4, 2024

It is so large that generating additional growth requires massive investments in new assets each year. But this challenge isn't dissuading management; it has made several key moves to ensure that the REIT can continue to grow in the future. Realty Income's industrial assets only make up around 17% of rents. Meanwhile, W.P.

Asset Management 246

Asset Management Assets Shareholders Leveraging 246

The Motley Fool

JULY 21, 2024

The whole company, meanwhile, is backed by Brookfield Asset Management , a Canadian asset manager with a successful history of investing in infrastructure on a global scale. The company wisely cashed in on its thermal assets in 2022. That last point is actually very important.

Asset Management 246

Asset Management Assets Capital Prospects 246