The Motley Fool

MARCH 26, 2024

Cathie Wood is the chief executive and chief investment officer at Ark Invest, an asset management company focused on disruptive technologies like blockchain and cryptocurrency. Ark clearly sees Bitcoin as an asset worth buying. Like any asset, its price is a product of supply and demand.

High Net Worth Individuals 189

High Net Worth Individuals Exchange-Traded Funds Investing Hedge Funds 189

The Motley Fool

FEBRUARY 19, 2024

A prime brokerage A prime brokerage is a group of services offered to ultra-high-net-worth individuals (UHNWI) or hedge funds. These services include cash and securities lending, risk management consulting, custody of assets (holding securities), and making introductions between clients and investors.

Hedge Funds 239

Hedge Funds High Net Worth Individuals Mutual Funds Mergers and Acquisitions 239

Private Equity Professional

DECEMBER 12, 2023

Falfurrias Management Partners (Falfurrias) has held an oversubscribed and hard cap close of Falfurrias Growth Partners I LP (FGP) with $400 million of capital commitments. The general partner of… This content is for members only. Visit the site and log in/register to read.

High Net Worth Individuals 130

High Net Worth Individuals Funds Asset Management Assets 130

Private Equity Professional

OCTOBER 24, 2023

Fund VI’s limited partners include family offices, endowments, foundations, consultants, asset managers, insurance companies and high-net-worth individuals, including 25 former portfolio company executives and family-founder partners. The successful fundraise… This content is for members only.

High Net Worth Individuals 130

High Net Worth Individuals Funds Consulting Consultants 130

Private Equity Wire

AUGUST 27, 2024

Impax Asset Management, a specialist asset manager investing in sustainable economic transition, has appointed Magnus Kristensen as Head of Nordics with responsibility for business development in the region. Kristensen reports to Paul Voûte, Co-Head, Client Group at Impax.

High Net Worth Individuals 98

High Net Worth Individuals Asset Management Banks Assets 98

The Motley Fool

SEPTEMBER 22, 2023

Brookfield Asset Management (NYSE: BAM) is a likely candidate. The global alternative asset manager expects to grow its earnings and dividend by 15% to 20% per year through 2028, with the potential for faster growth after that. Because of that, the financial stock could easily double in value by 2030.

High Net Worth Individuals 130

High Net Worth Individuals Asset Management Assets Management Fees 130

The Motley Fool

JUNE 10, 2024

The private equity giant delivered 20%+ growth in its fee-related earnings, total operating earnings, and adjusted net income. It also grew its assets under management (AUM) by 13% to $578 million, raising an impressive $31 billion of new capital in the quarter. KKR also formed several new strategic partnerships last month.

High Net Worth Individuals 130

High Net Worth Individuals Accredited Investors Asset Management Assets 130

Private Equity Insights

JUNE 21, 2024

TOF II benefited from growing investor desire for exposure to high-growth technology investments in businesses with established products and product-market fit.

High Net Worth Individuals 130

High Net Worth Individuals Capital Funds Private Equity Firms 130

Private Equity Insights

JUNE 21, 2024

TOF II benefited from growing investor desire for exposure to high-growth technology investments in businesses with established products and product-market fit.

High Net Worth Individuals 130

High Net Worth Individuals Capital Funds Private Equity Firms 130

Private Equity Insights

FEBRUARY 9, 2024

Graf remains cautiously optimistic about the deal pipeline, despite the difficulties encountered by firms including Silver Lake and Brookfield Asset Management last year in completing transactions. Billion for Australia Private Credit Fund Ares Management Corp. and Citigroup Inc. Source: Yahoofinance Can’t stop reading?

Leveraged Buyouts 130

Leveraged Buyouts High Net Worth Individuals Pension Funds Buyout 130

Private Equity Wire

DECEMBER 18, 2023

Fund II attracted support form a diverse group of institutional investors across North America and Europe, including corporate and public pension funds, endowments and foundations, asset managers, funds of funds, and family offices as well as high-net-worth individuals.

High Net Worth Individuals 97

High Net Worth Individuals Capital Pension Funds Funds 97

Private Equity Insights

OCTOBER 19, 2023

Fund VI secured limited partner commitments from a diversified global investor base of family offices, endowments, foundations, consultants, asset managers, insurance companies and high-net-worth individuals, including 25 former portfolio company executives and family-founder partners.

High Net Worth Individuals 130

High Net Worth Individuals Funds Private Equity Firms Private Equity Firms 130

Private Equity Insights

FEBRUARY 2, 2024

Returning LPs included pension plans, asset managers, insurance companies, endowments, foundations, family offices and high-net-worth individuals. Clifton says it took about a year to raise the $400 million growth fund, which includes a combined $45 million from Falfurrias partners.

High Net Worth Individuals 130

High Net Worth Individuals Private Equity Firms Private Equity Firms Funds 130

Private Equity Insights

JUNE 27, 2023

Investors in the Fund, which were a mix of numerous new investors as well as existing New Mountain Net Lease investors, include pension funds, insurance companies, asset managers, endowments, family offices and high net worth individuals.

High Net Worth Individuals 130

High Net Worth Individuals Capital Funds Private Equity Firms 130

Private Equity Wire

JULY 2, 2024

Investors in Fund VII include approximately 400 pension funds, insurance companies, sovereign wealth funds, asset managers, foundations, endowments, family offices, RIAs and high net worth individuals.

High Net Worth Individuals 98

High Net Worth Individuals Pension Funds Funds Enterprise Values 98

Private Equity Insights

DECEMBER 7, 2023

FGP was oversubscribed and closed at its hard cap due to strong support from both new and existing investors comprising leading global pension plans, asset managers, insurance companies, endowments, foundations, family offices, and high net worth individuals.

Capital 130

Capital High Net Worth Individuals Funds Private Equity Firms 130

Private Equity Professional

JUNE 25, 2024

Limited partners in TOF II include public and corporate pensions, endowments, foundations, financial institutions, fund of funds, asset managers and family offices, as well as high-net-worth individuals. The new fund had an original target of $1.1 billion and an original hard cap of $1.2

High Net Worth Individuals 100

High Net Worth Individuals Funds Financial Institutions Asset Management 100

Private Equity Insights

OCTOBER 5, 2023

The oversubscribed fund received strong support from both new and existing investors comprising a broad range of leading global institutions, including public and private pension plans, asset managers, financial institutions, insurance companies, fund-of-funds, endowments and foundations, family offices and high net worth individuals.

High Net Worth Individuals 130

High Net Worth Individuals Private Equity Firms Private Equity Firms Funds 130

The Motley Fool

JANUARY 2, 2024

However, shares of the leading alternative asset manager have soared in recent months, sending the stock up more than 80% for the year. The company sees its private credit platform roughly tripling over the next decade to around $1 trillion in assets under management.

High Net Worth Individuals 130

High Net Worth Individuals Stakes Asset Management Assets 130

FinSMEs

JULY 2, 2024

Investors in Fund VII included approximately 400 of pension funds, insurance companies, sovereign wealth funds, asset managers, foundations, endowments, family offices, RIAs, and high net worth individuals, among others. Billion seventh control/control-oriented fund, New Mountain Partners VII, L.P.

High Net Worth Individuals 59

High Net Worth Individuals Pension Funds Capital Asset Management 59

The Motley Fool

JULY 11, 2023

For most banks, this was a manageable problem, but then, two major banks collapsed in March, followed by a third in April. The banks that fell catered heavily to technology/start-up investors and high-net-worth individuals, and had high levels of uninsured deposits.

High Net Worth Individuals 100

High Net Worth Individuals Banks Conglomerates Asset Management 100

FinSMEs

DECEMBER 12, 2023

Falfurrias Management Partners, a Charlotte, NC-based lower middle-market private equity firm, closed Falfurrias Growth Partners I (FGP), at $400m. The General Partner of the fund committed approximately […] The post Falfurrias Growth Partners Raises $400M for Inaugural Fund appeared first on FinSMEs.

High Net Worth Individuals 59

High Net Worth Individuals Private Equity Firms Private Equity Firms Funds 59

FinSMEs

DECEMBER 18, 2023

at $275M appeared first on FinSMEs.

High Net Worth Individuals 59

High Net Worth Individuals Capital Private Equity Firms Private Equity Firms 59

The Motley Fool

OCTOBER 21, 2024

Matt Frankel: Schwab has to keep a certain amount of assets on its balance sheet. on borrowings, meaning if it needs to borrow money from another bank, if it needs to issue high yield products like CDs to its own customers, things like that. Revenue was up 5%, but they saw net income rise 25%, 5X, what we're seeing there to 1.4

Banks 130

Banks Investment Banks Investment Banking Mergers and Acquisitions 130

The Motley Fool

FEBRUARY 8, 2024

Michele Reber -- Senior Director, Asset Management Thank you and good morning. However, longer term, we believe all of these assets, but in particular, Maplewood, are well positioned to generate reliable and growing cash flows and related rent. [Operator instructions] As a reminder, this conference is being recorded.

Investors 130

Investors Assets Banks Capital 130

The Big Picture

MAY 9, 2023

He is the Chief Investment Officer of Asset and Wealth Management at Goldman Sachs. He’s a member of the management committee. He co-chairs a number of the asset management investment committees. trillion in assets under supervision. At the end of 2008, we owned a lot of illiquid assets.

Liabilities 119

Liabilities Assets Banks Hedge Funds 119

Pension Pulse

MAY 25, 2023

In a highly regulated environment, ZEDRA delivers its clients high quality solutions through bespoke planning, governance, and operational services, ensuring the highest standards of compliance and integrity are met. A decade ago, South Dakotan trust companies held $57.3bn in assets.

Stakes 52

Stakes High Net Worth Individuals Taxes Buyout 52

Pension Pulse

SEPTEMBER 6, 2023

Private assets are popular in Australia's A$2.4 trillion professional pension sector, with some funds holding almost half their assets in private markets. Since 2021, the regulator has pushed the sector to improve how it values assets that range from venture capital to office blocks.

Hedge Funds 64

Hedge Funds Securities and Exchange Commission (SEC) Pension Funds Funds 64

The Motley Fool

FEBRUARY 14, 2024

I anticipate additional opportunistic dispositions in 2024 as we will seek to sell assets at attractive cap rates and redeploy that capital on an accretive basis. So, we're looking for a significant spread if we're going to develop to where we could acquire a like-kind asset. And so, duration equals risk. Thank you, Joey.

Debt 130

Debt Banks Capital Leveraging 130

Sara Grillo

DECEMBER 12, 2022

This can get complicated when services are bundled and provided for one inclusive fee, which in certain cases (AUM advisors) is calculated off the amount of assets the advisor is managing. Prior to founding Axis Capital, Chris was a Fixed Income Trader at Guggenheim Partners, focusing on municipal bonds and asset-backed securities.

Consulting 52

Consulting Consultants High Net Worth Individuals Taxes 52

Private Equity Wire

SEPTEMBER 17, 2024

US credit firm Muzinich & Co, in partnership with Asian alternative investment platform Orion3, has launched a private debt strategy focused on infrastructure and real assets to address the sector’s growing global funding shortfall, according to a report by Bloomberg.

High Net Worth Individuals 97

High Net Worth Individuals Private Equity Firms Private Equity Firms Debt 97

The Big Picture

DECEMBER 14, 2022

She and her team manages over $565 billion in real estate assets. But I’d say those are all similar things, whether you’re talking about, you know, companies that make something, or companies that own real estate or real estate assets. RITHOLTZ: 16 percent annually, net of fee? And real estate offered that.

Assets 64

Assets Mergers and Acquisitions Capital Portfolios 64

Private Equity Insights

MARCH 3, 2025

The new fund will continue investing in single-asset continuation vehicles for high-quality companies across North America and Western Europe, partnering with top private equity sponsors. He noted that the fund strengthens ICGs ability to help PE sponsors retain top-performing assets while offering liquidity to limited partners.

High Net Worth Individuals 147

High Net Worth Individuals Pension Funds Funds Investing 147

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.

High Net Worth Individuals 96

High Net Worth Individuals Accredited Investors Investors Funds 96

The Big Picture

FEBRUARY 5, 2025

Investors have lots of questions when allocating to this trading asset class, including how much capital do you need? Chasing that performance has led the hedge fund space to swell to over 5 trillion in assets today, with forecasts topping 13 trillion globally by 2032. It’s much more appropriate for the underlying assets.

Hedge Funds 59

Hedge Funds Funds Taxes High Net Worth Individuals 59

The Big Picture

JANUARY 7, 2025

The Raymond James platform manages $1.6 trillion in total assets and advises on a whole lot more. When it comes to any asset management business, Barry, two things important. And the stream I picked was I do the capital raising to, that enables the asset management industry engine to turn.

Capital 52

Capital Hedge Funds Buyout Startups 52