Assets, Management Fees and Securities and Exchange Commission (SEC)

Blackstone secures SEC approval for new multi-asset credit fund targeting individual investors

Private Equity Insights

MARCH 12, 2025

BMACX will invest across corporate credit, asset-based lending, real estate credit, and structured and liquid credit strategies. Structured as an interval fund, BMACX will permit daily subscriptions and provide quarterly liquidity of up to 5% of net asset value (NAV), subject to board discretion.

Securities and Exchange Commission (SEC)

Securities and Exchange Commission (SEC) Assets Investors Funds

SEC approves Blackstone’s evergreen multi-asset credit fund

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.

Securities and Exchange Commission (SEC)

Securities and Exchange Commission (SEC) Assets Fee Structure Funds

Could This New Move From Cathie Wood and Ark Invest Send Ethereum Soaring?

The Motley Fool

SEPTEMBER 16, 2023

In what could be a big catalyst for Ethereum (CRYPTO: ETH) , Cathie Wood's Ark Invest has filed an application for the first-ever spot Ethereum exchange-traded fund (ETF). But the picture changes when you take into account a market-traded financial instrument that has been approved by the Securities and Exchange Commission (SEC).

Securities and Exchange Commission (SEC)

Securities and Exchange Commission (SEC) Exchange-Traded Funds Pension Funds Investing

The Hidden Winners Behind the New Bitcoin ETFs. Should You Buy Them Instead?

The Motley Fool

JANUARY 30, 2024

A lot has been made of the slew of new spot Bitcoin (CRYPTO: BTC) exchange-traded funds (ETFs) that came to the market earlier this month. They present an opportunity for more investors to gain access to the crypto asset class. billion in assets within two weeks of launching the fund. Image source: Getty Images.

Securities and Exchange Commission (SEC)

Securities and Exchange Commission (SEC) Exchange-Traded Funds Banks Assets

A Bitcoin Bonanza: Unpacking the 11 Bitcoin ETFs Approved by the SEC

The Motley Fool

JANUARY 12, 2024

Fear not, because the Securities and Exchange Commission (SEC) just sent out a fresh batch of invites in the form of 11 exchange-traded funds (ETFs) based on Bitcoin's real-time spot price. Most of these funds are entirely new investment vehicles created from whole cloth after the SEC's long-awaited approval.

Securities and Exchange Commission (SEC)

Securities and Exchange Commission (SEC) New York Stock Exchange Mutual Funds Exchange-Traded Funds

Bitcoin ETFs Could Launch This Week. Here's How Much You'll Pay in Fees and Why It Might Be Worth It.

The Motley Fool

JANUARY 7, 2024

Thirteen spot Bitcoin (CRYPTO: BTC) ETFs are currently awaiting approval from the Securities and Exchange Commission (SEC). Up to this point, the SEC has denied similar exchange-traded fund (ETF) applications, but an appellate court ruled the SEC's rejection was "arbitrary and capricious."

Securities and Exchange Commission (SEC)

Securities and Exchange Commission (SEC) Exchange-Traded Funds Accounting Assets

A Short History of Stocks

The Big Picture

APRIL 11, 2024

From June 12, 1968 to December 31, 1968, the exchange was closed on Wednesdays to allow the clerks to catch up with the orders. That changed on May 1, 1975, when the Securities and Exchange Commission mandated a change in commission structures. And even still, fund fees and taxes remained a major cost element.

Securities and Exchange Commission (SEC)

Securities and Exchange Commission (SEC) Mutual Funds Hedge Funds Taxes

Is This Cryptocurrency ETF a No-Brainer Buy?

The Motley Fool

JUNE 27, 2024

After the Securities and Exchange Commission (SEC) approved the new spot Bitcoin exchange-traded funds (ETFs) in January, investors now have nearly a dozen new options for buying Bitcoin. No other asset class was even close. The next best asset class (tech stocks) delivered annualized returns of just 20%.

Securities and Exchange Commission (SEC)

Securities and Exchange Commission (SEC) Exchange-Traded Funds Hedge Funds Assets

Decisions, Decisions: Discover the 3 Spot Bitcoin ETFs I'd Consider Buying

The Motley Fool

JANUARY 16, 2024

In a historic decision, the Securities and Exchange Commission (SEC) approved 11 applications to create a spot Bitcoin exchange-traded fund (ETF) on Jan. Bitwise's Bitcoin ETF (NYSEMKT: BITB) offers the cheapest exposure to Bitcoin since it has waived all management fees. fee will be tacked on.

Securities and Exchange Commission (SEC)

Securities and Exchange Commission (SEC) Exchange-Traded Funds Asset Management Finance

Main Street Capital (MAIN) Q3 2024 Earnings Call Transcript

The Motley Fool

NOVEMBER 8, 2024

Actual results may differ materially from the results expressed or implied in these statements as a result of risks, uncertainties, and other factors including but not limited to the factors set forth in the company's filings with the Securities and Exchange Commission, which can be found on the company's website or at sec.gov.

Capital

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

Time to Choose: Which Bitcoin ETFs Stand Out in the Early Going, and How Different Are the Winners?

The Motley Fool

JANUARY 21, 2024

Securities and Exchange Commission (SEC) has approved a handful of applications to launch exchange-traded funds (ETFs) reflecting the spot price of Bitcoin (CRYPTO: BTC) tokens. million 1.5% (No introductory fee waiver) iShares Bitcoin Trust (NASDAQ: IBIT) $698 million 22.4 At long last, the U.S.

Securities and Exchange Commission (SEC)

Securities and Exchange Commission (SEC) Mutual Funds Management Fees Exchange-Traded Funds

Main Street Capital (MAIN) Q4 2024 Earnings Call Transcript

The Motley Fool

FEBRUARY 28, 2025

Actual results may differ materially from the results expressed or implied in these statements as a result of risks, uncertainties, and other factors, including, but not limited to, the factors set forth in the company's filings with the Securities and Exchange Commission, which can be found on the company's website or at sec.gov.

Capital

Capital Asset Management Debt Leveraging

Why Bitcoin, Ethereum, and Dogecoin Are on the Move Higher Today

The Motley Fool

JANUARY 11, 2024

The long-awaited spot Bitcoin (CRYPTO: BTC) ETF has been approved by the Securities and Exchange Commission (SEC), with 11 spot exchange-traded products officially getting the nod from regulators, after years of denials and a very hawkish regulatory stance. Is now the time to buy a Bitcoin ETF?

Securities and Exchange Commission (SEC)

Securities and Exchange Commission (SEC) Exchange-Traded Funds Management Fees Assets

Plymouth Industrial REIT (PLYM) Q2 2023 Earnings Call Transcript

The Motley Fool

AUGUST 3, 2023

During this call, certain comments and statements we make may be deemed forward-looking statements within the meaning prescribed by the securities laws, including statements related to the future performance of our portfolio, our pipeline of potential acquisitions and other investments, future dividends and financing activities. We had a 19.3%

Securities and Exchange Commission (SEC)

Securities and Exchange Commission (SEC) Debt Asset Management Capital

Blue Owl Capital (OWL) Q2 2024 Earnings Call Transcript

The Motley Fool

AUGUST 1, 2024

Actual results may differ materially from those in forward-looking statements as a result of a number of factors, including those described from time to time in Blue Owl Capital's filings with the Securities and Exchange Commission. Collectively, our partner managers now manage over $1.8 We also raised $2.2

Capital

Capital Mergers and Acquisitions Management Fees Asset Management

Main Street Capital (MAIN) Q4 2023 Earnings Call Transcript

The Motley Fool

FEBRUARY 23, 2024

Actual results may differ materially from the results expressed or implied in these statements as a result of risks, uncertainties, and other factors, including, but not limited to, the factors set forth in the company's filings with the Securities and Exchange Commission, which can be found on the company's website, or at sec.gov.

Capital

Capital Securities and Exchange Commission (SEC) Asset Management Leveraging

Main Street Capital (MAIN) Q2 2024 Earnings Call Transcript

The Motley Fool

AUGUST 9, 2024

Actual results may differ materially from the results expressed or implied in these statements as a result of risks, uncertainties, and other factors, including, but not limited to, the factors set forth in the company's filings with the Securities and Exchange Commission, which can be found on the company's website or at sec.gov.

Capital

Capital Asset Management Securities and Exchange Commission (SEC) Debt

Blue Owl Capital (OWL) Q1 2024 Earnings Call Transcript

The Motley Fool

MAY 2, 2024

Actual results may differ materially from those in forward-looking statements as a result of a number of factors, including those described from time to time in Blue Owl's capital filings with the Securities and Exchange Commission. The company assumes no obligation to update any forward-looking statement.

Capital

Capital Asset Management Management Fees Assets

Main Street Capital (MAIN) Q1 2024 Earnings Call Transcript

The Motley Fool

MAY 10, 2024

Actual results may differ materially from the results expressed or implied in these statements as a result of risks, uncertainties, and other factors, including, but not limited to, the factors set forth in the company's filings with the Securities and Exchange Commission, which can be found on the company's website or at sec.gov.

Capital

Capital Securities and Exchange Commission (SEC) Asset Management Leveraging

Prudential Financial (PRU) Q1 2024 Earnings Call Transcript

The Motley Fool

MAY 1, 2024

Our results for the quarter reflect accelerating momentum across all our businesses, including significant positive net flows in PGIM, our global asset manager and strong sales in our U.S. Additionally, higher incentive fees and seed and co-investment income resulted in an increase in other related revenues.

Securities and Exchange Commission (SEC)

Securities and Exchange Commission (SEC) Liabilities Assets Capital

Main Street Capital (MAIN) Q2 2023 Earnings Call Transcript

The Motley Fool

AUGUST 4, 2023

Actual results may differ materially from the results expressed or implied in these statements as a result of risks, uncertainties and other factors, including, but not limited to, the factors set forth in the company's filings with the Securities and Exchange Commission, which can be found on the company's website or at sec.gov.

Capital

Capital Asset Management Securities and Exchange Commission (SEC) Assets

Blue Owl Capital (OWL) Q4 2023 Earnings Call Transcript

The Motley Fool

FEBRUARY 9, 2024

Actual results may differ materially from those in forward-looking statements as a result of a number of factors, including those described from time to time in Blue Owl Capital's filings with the Securities and Exchange Commission. This phenomenon has been consistent across asset classes. Thank you, Ann.

Capital

Capital Stakes Securities and Exchange Commission (SEC) Management Fees

JPMorgan Chase (JPM) Q1 2024 Earnings Call Transcript

The Motley Fool

APRIL 12, 2024

billion or 12% driven by higher firmwide asset management and Investment Banking fees as well as lower net investment securities losses. In Banking & Wealth Management, revenue was down 4% year on year, reflecting lower NII on lower deposits with average balances down 7% as our CD mix increased. Expenses of $7.2

Securities and Exchange Commission (SEC)

Securities and Exchange Commission (SEC) Banks Investment Banking Investment Banks

Bitcoin Is Worth a Trillion Dollars Again. Here Are 4 Different Ways to Invest in the Largest Cryptocurrency.

The Motley Fool

FEBRUARY 15, 2024

Let's say you're looking to dip your first toe in the encrypted waters of digital assets and Bitcoin is the only name on your wish list. Purists will always prefer owning the actual asset rather than some wrapper or reflection of someone else's Bitcoin holdings. One of them (or some combination) should suit your investing approach.

Securities and Exchange Commission (SEC)

Securities and Exchange Commission (SEC) Mutual Funds Exchange-Traded Funds Investing

Blue Owl Capital (OWL) Q4 2024 Earnings Call Transcript

The Motley Fool

FEBRUARY 6, 2025

Actual results may differ materially from those in forward-looking statements as a result of a number of factors, including those described from time to time in Blue Owl Capital's filings with the Securities and Exchange Commission. The company assumes no obligation to update any forward-looking statements.

Capital

Capital Mergers and Acquisitions Management Fees Securities and Exchange Commission (SEC)

Blue Owl Capital (OWL) Q3 2024 Earnings Call Transcript

The Motley Fool

OCTOBER 31, 2024

Actual results may differ materially from those in forward-looking statements as a result of a number of factors, including those described from time to time in Blue Owl Capital's filings with the Securities and Exchange Commission. One, we have extremely high levels of permanent capital, meaning few assets leave the system.

Capital

Capital Management Fees Securities and Exchange Commission (SEC) Assets

Eastern Bankshares (EBC) Q4 2024 Earnings Call Transcript

The Motley Fool

JANUARY 24, 2025

More information about such risks and uncertainties are set forth under the caption forward-looking statements in the earnings press release as well as in the Risk Factors section and other disclosures in the company's periodic filings with the Securities and Exchange Commission. billion in assets under management and 8.8

Mergers and Acquisitions

Mergers and Acquisitions Securities and Exchange Commission (SEC) Banks Assets

Private Equity Central

Blackstone secures SEC approval for new multi-asset credit fund targeting individual investors

SEC approves Blackstone’s evergreen multi-asset credit fund

Trending Sources

Could This New Move From Cathie Wood and Ark Invest Send Ethereum Soaring?

The Hidden Winners Behind the New Bitcoin ETFs. Should You Buy Them Instead?

A Bitcoin Bonanza: Unpacking the 11 Bitcoin ETFs Approved by the SEC

Bitcoin ETFs Could Launch This Week. Here's How Much You'll Pay in Fees and Why It Might Be Worth It.

A Short History of Stocks

Is This Cryptocurrency ETF a No-Brainer Buy?

Decisions, Decisions: Discover the 3 Spot Bitcoin ETFs I'd Consider Buying

Main Street Capital (MAIN) Q3 2024 Earnings Call Transcript

Time to Choose: Which Bitcoin ETFs Stand Out in the Early Going, and How Different Are the Winners?

Main Street Capital (MAIN) Q4 2024 Earnings Call Transcript

Why Bitcoin, Ethereum, and Dogecoin Are on the Move Higher Today

Plymouth Industrial REIT (PLYM) Q2 2023 Earnings Call Transcript

Blue Owl Capital (OWL) Q2 2024 Earnings Call Transcript

Main Street Capital (MAIN) Q4 2023 Earnings Call Transcript

Main Street Capital (MAIN) Q2 2024 Earnings Call Transcript

Blue Owl Capital (OWL) Q1 2024 Earnings Call Transcript

Main Street Capital (MAIN) Q1 2024 Earnings Call Transcript

Prudential Financial (PRU) Q1 2024 Earnings Call Transcript

Main Street Capital (MAIN) Q2 2023 Earnings Call Transcript

Blue Owl Capital (OWL) Q4 2023 Earnings Call Transcript

JPMorgan Chase (JPM) Q1 2024 Earnings Call Transcript

Bitcoin Is Worth a Trillion Dollars Again. Here Are 4 Different Ways to Invest in the Largest Cryptocurrency.

Blue Owl Capital (OWL) Q4 2024 Earnings Call Transcript

Blue Owl Capital (OWL) Q3 2024 Earnings Call Transcript

Eastern Bankshares (EBC) Q4 2024 Earnings Call Transcript

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