Private Equity Insights

FEBRUARY 14, 2025

NIIF CEO Sanjiv Aggarwal outlined the fund’s strategy at a venture capital event in Mumbai, stating that it will focus on performing credit to capitalise on the increasing investor demand for high-yield debt. A recent EY report revealed that private credit investments in India reached $9.2bn across 163 deals last year.

High Net Worth Individuals 130

High Net Worth Individuals Funds Stakes Venture Capital 130

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. Moonfares portfolio investments provide diversified exposure across buyout, growth equity, venture, and infrastructure. Can’t stop reading?

High Net Worth Individuals 130

High Net Worth Individuals Bidding Investors Buyout 130

Private Equity Insights

JANUARY 30, 2025

Blue Sage Capital closed its fourth private equity fund, Blue Sage Capital IV, at $618m, exceeding its $400m target and $550m hard cap. The Texas-based firm, known for investing in lower middle-market companies, raised more than twice the amount of its $300m predecessor fund.

High Net Worth Individuals 130

High Net Worth Individuals Capital Funds Private Equity Firms 130

Private Equity Insights

APRIL 3, 2025

They warn that the move could damage the UKs competitiveness and trigger an exodus of investment professionals. Separately, the abolition of the UKs non-dom regime is also prompting fund managers and high-net-worth individuals to consider relocating to jurisdictions such as Italy, Switzerland, or the UAE.

Taxes 147

Taxes High Net Worth Individuals Private Equity Firms Private Equity Firms 147

The Motley Fool

NOVEMBER 12, 2023

Image source: Getty Images Observing how other people make decisions can be a great way to improve areas of your life where you have limited experience -- and investing is no exception. I grew up thinking only wealthy people invested their money, and it took a while to overcome that thinking. READ MORE: How Does Compound Interest Work?

High Net Worth Individuals 245

High Net Worth Individuals Investing Consultants Consulting 245

Private Equity Wire

JANUARY 16, 2025

Private investment house Ardian has raised $30bn for its ninth-generation secondaries platform, a significant increase over the $19bn raised for the eighth-generation in 2020, and the largest secondaries fundraise globally to date. According to a recent release, this brings Ardians Secondaries & Primaries assets under management to $97bn.

High Net Worth Individuals 90

High Net Worth Individuals Pension Funds Financial Institutions Stakes 90

The Motley Fool

DECEMBER 14, 2023

Cathie Wood is the founder and chief executive officer of Ark Invest, an asset management company focused on disruptive technologies like blockchain and cryptocurrency. The investment thesis for Bitcoin The investment thesis for Bitcoin is based on good old-fashioned supply and demand. The bull case prices Bitcoin at $1.48

High Net Worth Individuals 246

High Net Worth Individuals Hedge Funds Investing Assets 246

The Motley Fool

MARCH 26, 2024

Cathie Wood is the chief executive and chief investment officer at Ark Invest, an asset management company focused on disruptive technologies like blockchain and cryptocurrency. Ark clearly sees Bitcoin as an asset worth buying. The investment thesis for Bitcoin The investment thesis for Bitcoin is simple.

High Net Worth Individuals 189

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

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 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.

High Net Worth Individuals 130

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

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 96

High Net Worth Individuals Venture Capital Funds Investing 96

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

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

The Motley Fool

FEBRUARY 5, 2025

Interval funds are closed-end investment companies that might appeal to investors looking for different ways to diversify their portfolio by providing access and exposure to illiquid strategies or alternative assets. Interval funds are illiquid. Where to invest $1,000 right now? See the 10 stocks 2.

Mutual Funds 130

Mutual Funds Funds High Net Worth Individuals Hedge Funds 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

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

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

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.

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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

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.

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

Private Equity Wire

APRIL 2, 2025

Wendel Group has completed its previously announced transaction with Axa IM Prime to jointly acquire a 75% stake in Monroe Capital, a US-based private debt investment manager, according to a report by Citywire. Post-transaction, the sellers will retain a 25% stake in the firm.

Stakes 58

Stakes High Net Worth Individuals Asset Management Debt 58

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

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

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

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 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

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 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

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

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

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