Private Equity Insights

FEBRUARY 5, 2025

The Australia expansion allows eligible investors to access funds from top managers like KKR, EQT, and the Carlyle Group with lower investment minimums. This mechanism lets them buy and sell stakes in Moonfares funds, enhancing liquidity. The platform also offers opportunities in secondaries, private credit, and co-investments.

High Net Worth Individuals 130

High Net Worth Individuals Bidding Investors Buyout 130

PE Hub

JANUARY 31, 2024

Charlesbank Credit Opportunities Fund III's LPs include public and corporate pensions, endowments, foundations, financial institutions, asset managers and family offices, as well as high-net-worth individuals. The post Charlesbank Capital Partners wraps up third credit fund at $1.5bn appeared first on PE Hub.

High Net Worth Individuals 209

High Net Worth Individuals Capital Financial Institutions Funds 209

Private Equity Wire

JANUARY 16, 2025

The LP base includes major pension funds, insurance companies, sovereign wealth funds, financial institutions, and high-net worth individuals. The fundraise attracted a range of global investors, with more than 465 investors in total from 44 countries across Europe, the Americas, the Middle East, and Asia.

High Net Worth Individuals 90

High Net Worth Individuals Pension Funds Financial Institutions Stakes 90

The Motley Fool

NOVEMBER 12, 2023

According to a recent wealth report from the real estate consultancy company Knight Frank , 32% of high-net-worth individuals' (worth $1 million or more) wealth is allocated to their primary and secondary homes. Additionally, you don't need to spend much time learning about individual stocks if you don't want to.

High Net Worth Individuals 245

High Net Worth Individuals Investing Consulting Consultants 245

Integrity Financial Planning

APRIL 2, 2023

For high-net-worth individuals and families, retirement is a significant shift. A high-net-worth individual, also known as an HNWI, is typically someone with at least $1 million in cash or assets that can be easily converted into cash, including stocks, bonds, mutual fund shares, and other investments. [1]

High Net Worth Individuals 52

High Net Worth Individuals Mutual Funds Taxes Liabilities 52

Private Equity Professional

OCTOBER 24, 2023

Pfingsten Partners has held an above target, oversubscribed, and hard cap close of its sixth investment fund, Pfingsten Fund VI LP, with $435 million in capital.

High Net Worth Individuals 130

High Net Worth Individuals Funds Consulting Consultants 130

Private Equity Professional

JULY 24, 2024

Agellus Capital has held a final and hard cap close of its debut fund, Agellus Capital Private Equity Fund I LP (Fund I), with total limited partner capital commitments of $400 million. The new fund was oversubscribed and closed above its $350 million target after just five months of fundraising.

High Net Worth Individuals 130

High Net Worth Individuals Capital Funds Financial Institutions 130

The Motley Fool

SEPTEMBER 6, 2024

That could be trouble for people who need the funds for immediate living expenses or financial obligations. Whether it's a celebrity, a high-net-worth individual , or your everyday person who just values privacy, the discretion of living trusts is much appreciated.

High Net Worth Individuals 246

High Net Worth Individuals Legal Education Assets 246

Private Equity Insights

JUNE 7, 2024

Lower middle market-focused private equity firm American Discovery Capital has held the final close of American Discovery Fund II at $190m in total capital commitments. Read more American Discovery Capital closes second fund at $190m Lower middle market-focused private equity firm American Discovery Capital has held the final.

High Net Worth Individuals 130

High Net Worth Individuals Private Equity Firms Private Equity Firms Capital 130

Private Equity Wire

FEBRUARY 13, 2025

Indias National Investment & Infrastructure Fund (NIIF), a quasi-sovereign fund backed by the Indian government and global investors including the Abu Dhabi Investment Authority (ADIA), is gearing up to raise as much as $2bn for its latest private credit fund, according to a report by Bloomberg.

High Net Worth Individuals 69

High Net Worth Individuals Venture Capital Stakes Debt 69

Private Equity Professional

DECEMBER 12, 2023

FGP was backed by both new and existing limited partners including pension plans, asset managers, insurance companies, endowments, foundations, family offices, and high net worth individuals. The general partner of… This content is for members only. Visit the site and log in/register to read.

High Net Worth Individuals 130

High Net Worth Individuals Funds Asset Management Assets 130

Private Equity Insights

JULY 14, 2023

North Branch Capital has raised $213m for its second fund, beating its $200m target. Fund II’s limited partners include insurance companies, fund-of-funds, family offices, charitable foundations, university endowments, and high-net worth individuals.

High Net Worth Individuals 130

High Net Worth Individuals Funds Buyout Legal 130

The Motley Fool

MARCH 26, 2024

High-net-worth individuals: Ark believes Bitcoin will account for 1% (bear) to 5% (bull) of assets held by high-net-worth individuals (HNWIs) by 2030. Institutional assets refers to money invested by financial advisors, endowments, hedge funds, and other financial institutions.

High Net Worth Individuals 189

High Net Worth Individuals Exchange-Traded Funds Investing Hedge Funds 189

The Motley Fool

MAY 12, 2024

Millionaires have easily accessible cash in case they need it If there's one piece of money wisdom I've heard more than any other, it is this: You need an emergency fund. A Capgemini survey of 3,000 high-net-worth individuals early last year showed that they held 34% of their money in cash or cash equivalents.

Banks 246

Banks High Net Worth Individuals Debt Accounting 246

The Motley Fool

FEBRUARY 19, 2024

A prime brokerage A prime brokerage is a group of services offered to ultra-high-net-worth individuals (UHNWI) or hedge funds. These are called private placements, and most of the time, the shares are sold to investment banks or hedge funds.

Hedge Funds 239

Hedge Funds High Net Worth Individuals Mutual Funds Mergers and Acquisitions 239

The Motley Fool

MARCH 29, 2024

Cathie Wood is the head of Ark Investment Management, which operates 14 exchange-traded funds (ETFs) focused on technological innovations. Seizure-resistant asset: Between 1% and 5% of the global wealth held by high net worth individuals could be stored in Bitcoin to protect it from the government. million.

Securities and Exchange Commission (SEC) 246

Securities and Exchange Commission (SEC) High Net Worth Individuals Exchange-Traded Funds Financial Institutions 246

The Motley Fool

OCTOBER 3, 2024

Cathie Wood is the founder and chief investment officer of Ark Investment Management, which operates several exchange-traded funds focused on innovative technology stocks. Plus, the approval of exchange-traded funds (ETFs) earlier this year by the Securities and Exchange Commission is creating new demand from institutional investors.

Securities and Exchange Commission (SEC) 246

Securities and Exchange Commission (SEC) High Net Worth Individuals Exchange-Traded Funds Assets 246

Private Equity Insights

NOVEMBER 10, 2023

PSG Equity (PSG), a growth equity firm partnering with software and technology-enabled services companies in Europe, North America and Israel to help accelerate their growth, has held the final close of PSG Europe II (PSGE II), the firm’s second Europe-focused fund, with more than €2.6 Source: PrivateEquityWire Can’t stop reading?

High Net Worth Individuals 130

High Net Worth Individuals Private Equity Firms Private Equity Firms Pension Funds 130

Private Equity Insights

JANUARY 12, 2024

Azalea Investment Management (Azalea) has held the first closings of the Altrium Co-Invest Fund I (ACF I) and Altrium Growth Fund I (AGF I) with a combined $356m in capital commitments from institutions, family offices and high-net-worth individuals. Source: Private Equity Wire Can’t stop reading?

High Net Worth Individuals 130

High Net Worth Individuals Private Equity Firms Private Equity Firms Venture Capital 130

Private Equity Professional

MAY 3, 2024

Goldner Hawn has held an above target close of its eighth investment fund with $364 million in capital commitments. Limited partners in Fund VIII include financial institutions, foundations, state pension plans, insurance companies, as well as family offices and high net worth individuals.

High Net Worth Individuals 100

High Net Worth Individuals Financial Institutions Funds Capital 100

The Motley Fool

AUGUST 28, 2023

It's slightly less than the average annual return of an S&P 500 index fund over the last 30 years. Many stocks offer the potential of earning a high sustained total return over the years to come. That earnings growth should support Brookfield's ability to increase its already high-yielding dividend by 5% to 9% per year.

Initial Public Offering 246

Initial Public Offering High Net Worth Individuals Assets Asset Management 246

Private Equity Insights

JULY 12, 2023

May River Capital LLC, a Chicago-based private equity investment firm, has raised its third fund, May River Capital Fund III, LP. Fund III closed on its hard cap of $500m in limited partner commitments, exceeding the Fund’s original target size. Source: PR News Wire Can’t stop reading?

High Net Worth Individuals 130

High Net Worth Individuals Capital Private Equity Firms Private Equity Firms 130

Private Equity Insights

JUNE 21, 2024

Charlesbank Capital Partners, a middle-market private investment firm, announced today that it has successfully completed fundraising for Charlesbank Technology Opportunities Fund II. TOF II benefited from growing investor desire for exposure to high-growth technology investments in businesses with established products and product-market fit.

High Net Worth Individuals 130

High Net Worth Individuals Capital Funds Private Equity Firms 130

Private Equity Insights

JUNE 21, 2024

Charlesbank Capital Partners, a middle-market private investment firm, announced today that it has successfully completed fundraising for Charlesbank Technology Opportunities Fund II. TOF II benefited from growing investor desire for exposure to high-growth technology investments in businesses with established products and product-market fit.

High Net Worth Individuals 130

High Net Worth Individuals Capital Funds Private Equity Firms 130

AltAssets

OCTOBER 3, 2024

Fidelity Investments has announced the closure of its first-ever Fund, which hit its $250m target four months after opening to investors. The Fidelity Venture Capital Fund I held its final closing on September 30 and was strongly driven by firm support from investors such as high net-worth individuals, registered advisers and family offices.

High Net Worth Individuals 96

High Net Worth Individuals Venture Capital Funds Investing 96

AltAssets

APRIL 23, 2024

New B2B SaaS-focused VC firm 14Peaks Capital has closed its debut fund on $30m thanks to backing from family offices and high-net-worth individuals. The post 14Peaks closes debut fund on premise LPs increasing want funds with smaller investor bases first appeared on AltAssets Private Equity News.

High Net Worth Individuals 91

High Net Worth Individuals Funds Investors Capital 91

Private Equity Wire

MAY 14, 2024

RCP Advisors, a private equity investment firm that provides access to North American small buyout fund managers through primary funds, secondary funds and co-investment funds, has held the final closing of RCP Fund XVIII with approximately $285m in aggregate commitments.

High Net Worth Individuals 98

High Net Worth Individuals Buyout Funds Investment Firms 98

Private Equity Insights

FEBRUARY 9, 2024

billion) for a credit fund for Australia and New Zealand, as it seeks to capitalize on opportunities created by banks retreating from leveraged lending. The Ares Asia Direct Lending fund, the company’s first leveraged buyout vehicle for the region, has deployed over A$1.04 Billion for Australia Private Credit Fund Ares Management Corp.

Leveraged Buyouts 130

Leveraged Buyouts High Net Worth Individuals Pension Funds Buyout 130

The Motley Fool

DECEMBER 14, 2023

Remittances: Funds sent from one person to another. HNWI assets : Financial assets owned by high-net-worth individuals (HNWI), a term usually applied to people with at least $1 million in investments. The term is often used to describe money sent between family members in different countries.

High Net Worth Individuals 246

High Net Worth Individuals Hedge Funds Investing Assets 246

The Motley Fool

APRIL 30, 2024

Private equity firms raise money from a syndicate of high-net-worth individuals and invest that capital on their behalf. Usually, private equity firms choose a theme for their funds and invest in start-ups that meet certain investment criteria.

Accredited Investors 240

Accredited Investors Private Equity Firms Private Equity Firms High Net Worth Individuals 240

Private Equity Wire

JUNE 10, 2024

Harlan Capital Partners, a specialist in opportunistic private credit investments, has held the final close of Private Credit Harlan Special Opportunities Fund V and its associated vehicles, with approximately $130m in capital commitments.

High Net Worth Individuals 98

High Net Worth Individuals Capital Funds Financing 98

This is going to be BIG.

MARCH 18, 2019

Very little time and effort is spent helping professional, full time investors raise capital for venture funds. Everyone is excited when a new company gets funded in their ecosystem, but no one spends much time thinking about where the money comes from to fund that deal. Raising for a seed fund is exceptionally difficult.

Startups 145

Startups High Net Worth Individuals Deal Flow Education 145

The Motley Fool

JUNE 20, 2024

They're often fund managers who are paid by high-net-worth individuals to get results, and these days, they're buying Nike rival Lululemon Athletica (NASDAQ: LULU). There are plenty of reasons to hold on to Nike stock.

High Net Worth Individuals 227

High Net Worth Individuals Accounting Investors Returns 227

AltAssets

OCTOBER 24, 2024

GoalVest Advisory, a female-founded registered investment advisor, has launched a new fund aimed at helping high-net-worth individuals access venture capital deals. The post GoalVest Advisory looks to help HNWIs access lower-risk VC with new tech-focused fund appeared first on AltAssets Private Equity News.

High Net Worth Individuals 94

High Net Worth Individuals Venture Capital Funds Capital 94

Private Equity Insights

OCTOBER 19, 2023

Pfingsten is pleased to announce the closing of its sixth investment fund, Pfingsten Fund VI, with total capital commitments of $435m , surpassing its $350m target. ” Pfingsten plans to build a diversified portfolio of approximately 12 platform investments in Fund VI, and has closed two platform investments to date. .

High Net Worth Individuals 130

High Net Worth Individuals Funds Private Equity Firms Private Equity Firms 130

Private Equity Insights

OCTOBER 19, 2023

KKR, a leading global investment firm, today announced the final close of KKR Next Generation Technology Growth Fund III (“NGT III” or the “Fund”), an approximately $3bn fund focused on investing in leading growth technology companies across North America, Europe and Israel. is looking to raise $325m to refinance debt by.

High Net Worth Individuals 130

High Net Worth Individuals Funds Financial Institutions Debt 130

Private Equity Wire

MARCH 20, 2024

Global multi-stage investment firm B Capital has closed its later-stage venture investments vehicle Opportunities Fund II with capital commitments of $750m, nearly doubling the size of its predecessor B Capital Opportunities Fund I.

High Net Worth Individuals 98

High Net Worth Individuals Capital Funds Consulting 98