The Motley Fool

FEBRUARY 5, 2025

These funds, which don't trade on an exchange, can provide individual investors with access to alternative investments that are otherwise typically limited to high net worth individuals, hedge funds and other institutional investors. Interval funds are illiquid.

Mutual Funds 130

Mutual Funds Funds High Net Worth Individuals Hedge Funds 130

Pension Pulse

SEPTEMBER 6, 2023

The new rules require private funds to issue quarterly fee and performance reports, and to disclose certain fee structures while barring giving some investors preferential treatment over redemptions and portfolio exposure. The industry manages around $20 trillion in assets. The rules also require funds to perform annual audits.

Hedge Funds 64

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

Axial

OCTOBER 24, 2024

We employ a lean business model that makes our fee structure significantly more competitive than traditional M&A advisory firms. We have a network of thousands of highly qualified potential buyers, including high net worth individuals, corporate buyers, investment groups, private equity groups, and strategic buyers.

Investment Banking 52

Investment Banking Investment Banks Banks Mergers and Acquisitions 52

The Big Picture

FEBRUARY 5, 2025

The biggest difference for those institutions and high-net-worth individuals is taxes. And part of that is that fees are just determined by supply and demand. And if you look at some of the most sophisticated institutions, that might be as much as 20 percent of their portfolio.

Hedge Funds 59

Hedge Funds Funds Taxes High Net Worth Individuals 59