Private Equity Insights

JANUARY 16, 2025

Colbeck Capital Management closed its $700m Strategic Lending Fund, designed to provide customised financing solutions for middle-market businesses in North America. The fund aims to address the unique needs of companies undergoing transitions or managing complex situations.

High Net Worth Individuals 130

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

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

The Motley Fool

FEBRUARY 19, 2024

Image source: Getty Images Investing in stocks is something anyone can do. But not everyone invests in stocks the same way, and billionaires and the ultra-wealthy often use different stock-buying avenues than the rest of us. And thanks to the availability of free stock trading apps , it's cheaper than ever for the average investor.

Hedge Funds 239

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

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. ADF II has already closed three investments and is actively seeking new investment opportunities. Kirkland & Ellis advised ADC.

High Net Worth Individuals 130

High Net Worth Individuals Private Equity Firms Private Equity Firms Capital 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

MAY 12, 2024

The reality is that many self-made millionaires got there by being frugal, making consistent investments, and avoiding unnecessary spending. 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.

Banks 246

Banks High Net Worth Individuals Debt Accounting 246

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

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. Should you invest $1,000 in Bitcoin right now? But Wood issued a fresh price target of $3.8 Is Wood's forecast realistic? million target.

Securities and Exchange Commission (SEC) 246

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

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.

Securities and Exchange Commission (SEC) 246

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

Private Equity Professional

OCTOBER 29, 2024

L2 Point Management has announced the closing of its first structured equity fund, L2 Point Opportunities Fund I LP (“Fund I”), with $312 million in capital, exceeding its target. L2 Point’s investment in SimSpace was made in December 2023.

High Net Worth Individuals 100

High Net Worth Individuals Funds Legal Debt 100

The Motley Fool

AUGUST 28, 2023

For example, investing $300 per month into an investment earning 10% annually would grow into $1 million in about 34 years. 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.

Initial Public Offering 246

Initial Public Offering High Net Worth Individuals Assets Asset Management 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 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

Private Equity Wire

JANUARY 10, 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.

High Net Worth Individuals 97

High Net Worth Individuals Venture Capital Funds Investing 97

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 I is fully invested across 12 platform transactions.

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 I is fully invested across 12 platform transactions.

High Net Worth Individuals 130

High Net Worth Individuals Capital Funds Private Equity Firms 130

The Motley Fool

APRIL 30, 2024

While some of the investments explored in this article might appear counterintuitive, each represents a proven diversification strategy, and an alternative opportunity that can provide a useful hedge against inflation. Generally speaking, investing in private companies is off limits to most investors.

Accredited Investors 240

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

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. Fund I […] The post Fidelity Investments hits $250m target on its inaugural fund appeared first on AltAssets Private Equity News.

High Net Worth Individuals 80

High Net Worth Individuals Venture Capital Funds Investing 80

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

This is going to be BIG.

FEBRUARY 21, 2019

While most of the money that goes into VC funds comes from institutions that are highly experienced in the asset class, some family offices and high net worth individuals also invest in VC. They’re trying to get exposure and diversification at the same time, while potentially seeing co-investment deal flow.

High Net Worth Individuals 106

High Net Worth Individuals Accredited Investors Pension Funds Funds 106

Private Equity Insights

FEBRUARY 2, 2024

Falfurrias Capital Partners is the latest shop to play small ball, turning its attention to the lower middle-market software and business services sector with its first growth fund. The $400 million fund closed in December and the Charlotte, N.C. firm is looking to invest in smaller companies than usual.

High Net Worth Individuals 130

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

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 Finance 98

Private Equity Wire

APRIL 26, 2024

Evolution Equity Partners, a private investment firm focused on cybersecurity software companies, has closed Evolution Technology Fund III, with total capital commitments of $1.1bn. The capital committed gives Evolution Equity Partners a dedicated pool of capital to pursue investments ranging from $20m to $150m.

High Net Worth Individuals 98

High Net Worth Individuals Funds Banks Capital 98

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). Should you invest $1,000 in Lululemon Athletica right now? if you invested $1,000 at the time of our recommendation, you’d have $830,777 !*

High Net Worth Individuals 227

High Net Worth Individuals Accounting Investors Returns 227

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. “For nearly 35 years Pfingsten has been laser focused on our goal of delivering exceptional results for our investment partners and other stakeholders.”

High Net Worth Individuals 130

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

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.

Startups 145

Startups High Net Worth Individuals Deal Flow Education 145

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.

High Net Worth Individuals 130

High Net Worth Individuals Funds Financial Institutions Debt 130

Private Equity Wire

MAY 15, 2024

Venture capital investment firm TrueBridge Capital Partners has raised $1.6bn in capital commitments across five investment vehicles focusing on investments in other venture capital funds and technology companies. With these fundraisings, TrueBridge now manages more than $7.5bn in assets.

High Net Worth Individuals 98

High Net Worth Individuals Pension Funds Venture Capital Investing 98

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

Private Equity Insights

DECEMBER 15, 2023

TorQuest Partners, a Toronto -based private equity firm founded in 2002, today announced the final closing of TorQuest Partners Fund VI, with $2.1bn of committed capital from external investors. Fund VI also welcomed a significant number of new high-net-worth individuals to the firm. .”

High Net Worth Individuals 130

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

Private Equity Wire

OCTOBER 22, 2024

Private investment firm L2 Point Management (L2 Point) has successfully closed its inaugural structured equity fund, L2 Point Opportunities Fund I (the fund), with approximately $312m in capital commitments, surpassing its original $300m target.

High Net Worth Individuals 98

High Net Worth Individuals Funds Legal Capital 98

FinSMEs

JULY 18, 2023

CoinFund, a NYC-based cryptonative investment firm and registered investment adviser, closed CoinFund Seed IV Fund LP, at $158m. The fund was backed by a combination of sophisticated institutional investors, family offices, and high net worth individuals.

High Net Worth Individuals 98

High Net Worth Individuals Funds Investment Firms Investors 98

Private Equity Insights

DECEMBER 7, 2023

Falfurrias Management Partners, LP (FMP) today announced it has closed its latest, oversubscribed lower middle-market private equity fund, Falfurrias Growth Partners I (FGP), at $400m investor commitments. FGP is the firm’s first dedicated growth buyout fund. Investments will range between $20m and $50m.

Capital 130

Capital High Net Worth Individuals Funds Private Equity Firms 130

The Motley Fool

JULY 17, 2023

How does IPO investing work? When a company is privately held, it typically raises funds from sophisticated investors such as venture capitalists or private equity firms. These institutions buy an ownership stake in the form of equity in the company in exchange for investment capital. At its core, IPO investing is no different.

Securities and Exchange Commission (SEC) 246

Securities and Exchange Commission (SEC) High Net Worth Individuals Due Diligence Initial Public Offering 246

Private Equity Wire

JANUARY 15, 2025

Hildred Capital Management, a private equity firm focused on lower middle-market healthcare, has successfully closed its third fund, Hildred Equity Partners III, according to a report by BusinessWire. The fund surpassed expectations, attracting more than $800m in capital commitments well beyond its original $600m target within seven months.

High Net Worth Individuals 84

High Net Worth Individuals Private Equity Firms Private Equity Firms Funds 84

Private Equity Wire

JULY 2, 2024

New York-headquartered alternative investment firm New Mountain Capital has held the final close of its seventh control-oriented fund, New Mountain Partners VII, with $15.4bn in capital commitments. New Mountain’s previous flagship fund, Fund VI, was also oversubscribed and closed with approximately $9.6bn of commitments in 2020.

High Net Worth Individuals 98

High Net Worth Individuals Funds Pension Funds Enterprise Values 98