The Motley Fool

JULY 15, 2024

billion was 8% higher year over year, driven by positive organic base fee growth and the impact of market movements on average AUM over the last 12 months. Higher performance fees and technology services revenue also contributed to revenue growth. Our as-adjusted tax rate for the second quarter was approximately 24%.

Assets 130

Assets Liabilities Leveraging Asset Management 130

The Big Picture

MARCH 27, 2023

And anything above the par value of the total debt on the capital structure belongs to the equity guys. So let’s get long this debt, which is trading at a fraction of what it was issued for. And it can be very complicated like Puerto Rico that had 19 different debt issues by different entities with different terms.

Hedge Funds 114

Hedge Funds Funds Assets Financing 114

Pension Pulse

MAY 22, 2024

billion of net income, CPP Investments directly and indirectly incurred $1,617 million of operating expenses, $1,449 million in investment management fees and $2,067 million in performance fees paid to external managers, as well as $427 million of transaction-related expenses. billion, including the assumption of debt.

Investing 59

Investing Pension Funds Stakes Assets 59

The Motley Fool

JANUARY 12, 2024

With a strong common culture of serving clients with excellence, together, we will deliver for our clients a holistic global infrastructure manager across equity, debt, and solutions. BlackRock has developed a broad network of global corporate relationships through many years of long-term investments in both debt and equity.

Assets 130

Assets Shareholders Capital Asset Management 130

Pension Pulse

MAY 24, 2023

to resolve its debt ceiling debacle and is looking to raise liquidity to take advantage of “opportunities” the fund sees in equity and fixed-income markets. Management fees increased by $165 million, due to an increase in average assets managed by external fund managers. What percentage of Total Credit assets are in Private Debt?

Investing 52

Investing Stakes Pension Funds Assets 52

The Big Picture

FEBRUARY 28, 2023

You know, when the firm launched its debt business, I was the analyst putting together some of the credit analysis on the first couple of loans that we had written at that time. I was talking to one of our founders, he said, look, a lot of people think we’re in Zug for tax reasons. It’s, like, where’s mom?

Assets 59

Assets Due Diligence Private Equity Firms Private Equity Firms 59

The Motley Fool

OCTOBER 29, 2024

We have funded our growth with our operating businesses, balance sheet, and a little bit of high-yield debt. And -- we delivered another strong quarter with pre-tax income, excluding mark-to-market on the owned MSR portfolio of approximately $246 million, which is an increase of 8% quarter over quarter and delivering a 24% return on equity.

Capital 130

Capital Asset Management Assets Performance Fees 130

Private Equity Wire

JUNE 14, 2024

The world’s largest private capital firms have sidestepped income taxes on more than $1tn in incentive fees since 2000 by structuring payments to incur lower levies, according to a report by the Financial Times citing new research from Oxford University.

Taxes 96

Taxes Capital Buyout Performance Fees 96

The Motley Fool

JULY 18, 2024

We're also providing equity and debt capital to other AI-related companies. billion financing package, the largest debt financing in our history, and we're now focusing on addressing the sector's power needs in many differentiated ways. We've raised now a little over $5 billion for our latest real estate debt fund.

Assets 130

Assets Financing Finance Capital 130