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. One thing I didn't cover is leverage. The industry manages around $20 trillion in assets.

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 Banks 52

Investment Banks Investment Banking Banks Mergers and Acquisitions 52

The Big Picture

FEBRUARY 5, 2025

They were leveraged so this wasn’t like a bad year, this was a wipeout. Concentration, leverage, and illiquidity. 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.

Hedge Funds 59

Hedge Funds Funds Taxes High Net Worth Individuals 59