The Motley Fool

MAY 30, 2024

To add more context around deal flow during the quarter, we saw a healthy balance across our solutions and continue to maintain a similar solution mix in annual contract values versus the prior quarter. Please see our Terms and Conditions for additional details, including our Obligatory Capitalized Disclaimers of Liability.

Securities and Exchange Commission (SEC) 130

Securities and Exchange Commission (SEC) High Net Worth Individuals Leveraging Banks 130

The Motley Fool

FEBRUARY 8, 2024

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. So it's well collateralized, high net worth individual with great track record.

Investors 130

Investors Assets Banks Capital 130

The Big Picture

JULY 2, 2024

So in the early years we only had 10 million of assets, but we had billions of dollars of deal flow. 00:31:57 [Speaker Changed] And we briefly discussed competitors, but it sounds like it’s deep pocketed, high net worth individuals and some multi-Strat funds that sort of do this on the side.

Legal 59

Legal Hedge Funds Finance Financing 59

The Big Picture

JANUARY 7, 2025

I was in my early thirties, I didn’t have a mortgage, I didn’t have kids, I had very few liabilities. And here’s the most important fact that as ultra high net worth and high net worth individuals build out their portfolios. 00:42:47 [Speaker Changed] Huh, really interesting.

Capital 52

Capital Hedge Funds Buyout Funds 52