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

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

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 Leveraging 100

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 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 97

High Net Worth Individuals Funds Pension Funds Enterprise Values 97

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. times its forward P/E).

High Net Worth Individuals 130

High Net Worth Individuals Accredited Investors Leveraging Asset Management 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 96

High Net Worth Individuals Capital Pension Funds Funds 96

The Motley Fool

DECEMBER 14, 2023

Cathie Wood is the founder and chief executive officer of Ark Invest, an asset management company focused on disruptive technologies like blockchain and cryptocurrency. HNWI assets : Financial assets owned by high-net-worth individuals (HNWI), a term usually applied to people with at least $1 million in investments.

High Net Worth Individuals 246

High Net Worth Individuals Hedge Funds Investing Assets 246

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 Capital 130

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 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

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

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

The Motley Fool

AUGUST 28, 2023

The leading alternative asset manager has capitalized on the steady shift toward alternative investments as investors increase their allocation to these higher-return and lower-volatility investments. A major opportunity for the company is high-net-worth individuals.

Initial Public Offering 246

Initial Public Offering High Net Worth Individuals Assets Asset Management 246

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.

High Net Worth Individuals 130

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

FinSMEs

DECEMBER 18, 2023

at $275M appeared first on FinSMEs.

High Net Worth Individuals 59

High Net Worth Individuals Capital Pension Funds Private Equity Firms 59

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

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

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

The Motley Fool

OCTOBER 21, 2024

He was formerly head of Schwab asset management, so he knows the business really well. He is expected to continue what they're doing right now, I mentioned, leaning into the more profitable areas of the business, like the actively managed accounts the lending business, things like that. It's good at high net worth individuals.

Banks 130

Banks Investment Banking Investment Banks Mergers and Acquisitions 130

Private Equity Wire

SEPTEMBER 17, 2024

Last month, BlackRock raised $1.3bn for its Global Infrastructure Debt Fund II, and Brookfield Asset Management collected over $6bn for its infrastructure debt fund in late 2023. Muzinich’s infrastructure strategy mirrors similar moves by major private equity firms.

High Net Worth Individuals 96

High Net Worth Individuals Private Equity Firms Private Equity Firms Debt 96

The Motley Fool

FEBRUARY 8, 2024

Michele Reber -- Senior Director, Asset Management Thank you and good morning. He is a high net worth and the investment was actually to allow him to make an investment in another company that he privately owns, and so it falls outside of any relationship we have in this world – in the SNF world. You may begin.

Investors 130

Investors Assets Banks Capital 130

Sara Grillo

DECEMBER 12, 2022

As a CPA, he has been preparing complex tax returns for high net-worth individuals and businesses for over ten years. As a CFA (Chartered Financial Analyst), he is proficient in creating and managing portfolios. Derek Robinett. Derek Robinett is a well-educated, experienced financial executive.

Consultants 52

Consultants Consulting Taxes High Net Worth Individuals 52

The Motley Fool

FEBRUARY 14, 2024

And I think our full service value proposition is -- I know it is -- I know it is unique to retailers and they appreciate all of our capabilities, inclusive of our asset management capabilities. There are the random and infrequent 1031 or high net worth individuals.

Debt 130

Debt Banks Capital Leveraging 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. What can I say about Julian Salisbury? RITHOLTZ: — or one of the institutions. SALISBURY: Yes.

Liabilities 117

Liabilities Assets Banks Hedge Funds 117

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.

Stakes 52

Stakes High Net Worth Individuals Taxes Buyout 52

Pension Pulse

SEPTEMBER 6, 2023

The Managed Funds Association industry group said it continues to have concerns that the new requirements will hike costs and curb investment opportunities. Castle Hall has identified 10 likely outcomes as investors - large and small - receive new levels of transparency over their alternative asset investments.

Hedge Funds 64

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

The Big Picture

DECEMBER 14, 2022

You shift from high net worth individuals. And no matter how high net worth they are, they’re individuals. RITHOLTZ: So let me ask you a very obvious question. They react to markets. They can be emotional.

Assets 62

Assets Mergers and Acquisitions Capital Portfolios 62