The Motley Fool

JULY 12, 2024

It's worth noting, however, that the existing Pershing Square Holdings (OTC: PSHZ.F) , which has $15 billion in assets under management, is already listed on several foreign exchanges and is available as an over-the-counter stock. But the fee will be waived for the first 12 months after the IPO. annualized).

Hedge Funds 242

Hedge Funds Fee Structure Accredited Investors Management Fees 242

The Motley Fool

AUGUST 18, 2024

Bank of America Private Bank recently conducted a study of Americans with at least $3 million in investable assets. Stocks are also the biggest asset in multimillionaires' portfolios, on average. There aren't many assets that have done as well as stocks historically. Private equity funds often charge large fees.

Fee Structure 245

Fee Structure Investing Banks Assets 245

The Motley Fool

AUGUST 12, 2024

Bank of America Private Bank surveyed Americans with at least $3 million in investable assets earlier this year. Crypto/digital assets There's a clear generational gap when it comes to crypto. There can also be hefty fees involved. As part of its study, it asked them which investments offered the greatest growth opportunities.

Investing 244

Investing Fee Structure Banks Management Fees 244

The Motley Fool

FEBRUARY 23, 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.

Capital 130

Capital Securities and Exchange Commission (SEC) Asset Management Leveraging 130

The Motley Fool

AUGUST 9, 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 in our asset management business.

Capital 130

Capital Asset Management Securities and Exchange Commission (SEC) Assets 130

The Motley Fool

DECEMBER 19, 2024

Secondly, and simultaneously, we continue to migrate our operating platform to an asset like configuration. The value of this structure will be seen in the execution of our Rausch Coleman combination in conjunction with the Millrose spin and I'll discuss this in more detail shortly.

Assets 242

Assets Debt Capital Banks 242

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 Assets 130