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. Can’t stop reading?

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High Net Worth Individuals Capital Funds Private Equity Firms 130

Private Equity Wire

JANUARY 16, 2025

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. The LP base includes major pension funds, insurance companies, sovereign wealth funds, financial institutions, and high-net worth individuals.

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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.

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High Net Worth Individuals Investing Consultants Consulting 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]

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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

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 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

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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.

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High Net Worth Individuals Venture Capital Stakes Debt 69

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. Bitcoin investors, however, will cite Bitcoin's favorable supply-and-demand dynamics as a reason for further upside. But Wood issued a fresh price target of $3.8

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

The Motley Fool

FEBRUARY 19, 2024

And thanks to the availability of free stock trading apps , it's cheaper than ever for the average investor. A prime brokerage A prime brokerage is a group of services offered to ultra-high-net-worth individuals (UHNWI) or hedge funds.

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

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.

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Private Equity Wire

SEPTEMBER 30, 2024

State Street Corporation has been appointed by secondaries specialist Coller Capital to provide a comprehensive array of services across fund administration and accounting, custody, depositary services, currency management and transfer agency. ”

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High Net Worth Individuals Capital Investors Funds 93

The Motley Fool

APRIL 30, 2024

The last couple of years have been equal parts rewarding and challenging for investors. Indeed, investors have still been able to generate strong returns over the last year or so. Generally speaking, investing in private companies is off limits to most investors. Although inflation has cooled significantly from its peak of 9.1%

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

The Motley Fool

DECEMBER 14, 2023

Here's what investors should know. 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 bull case prices Bitcoin at $1.48

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High Net Worth Individuals Hedge Funds Investing Assets 246

The Motley Fool

MARCH 26, 2024

Ark clearly sees Bitcoin as an asset worth buying. But investors should understand the investment thesis and the potential risks before making any decisions. 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.

High Net Worth Individuals 189

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

The Motley Fool

JUNE 20, 2024

But there are smaller brands that are growing much faster, and many billionaire investors are out for growth. 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). and up from $12.77 in 2023 EPS.

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High Net Worth Individuals Accounting Investors Returns 227

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

MARCH 29, 2024

Cathie Wood is the head of Ark Investment Management, which operates 14 exchange-traded funds (ETFs) focused on technological innovations. Bitcoin is trading near an all-time high right now and investors are as enthusiastic about its prospects as ever, but is Wood's forecast realistic? Image source: Getty Images.

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

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 Wire

APRIL 2, 2025

Under the terms of the initial transaction, Wendel invested $1.13bn to acquire a 72% equity stake in Monroe Capital purchased from Monroes management team and minority shareholder Bonaccord Capital Partners along with rights to approximately 20% of carried interest across both existing and future funds.

Stakes 58

Stakes High Net Worth Individuals Asset Management Debt 58

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. 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

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

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.

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Leveraged Buyouts High Net Worth Individuals Pension Funds Buyout 130

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 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

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The Motley Fool

JULY 17, 2023

This has turned out to be a good decision -- during the company's Q1 earnings call, management guided investors that Q2 revenue should be in the ballpark of $11 billion, far higher than the consensus Wall Street estimate of $7.2 As a result of this bullish outlook, Nvidia stock has rocketed to new highs. How does IPO investing work?

Securities and Exchange Commission (SEC) 246

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

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

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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

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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

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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.

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Capital High Net Worth Individuals Funds 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

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 137

Startups High Net Worth Individuals Deal Flow Education 137

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 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 Pension Funds Funds Enterprise Values 98

Private Equity Insights

AUGUST 31, 2023

As of today, 30% of the fund has been soft-committed with plans to segment the remainder amongst family offices, ultra-high-net-worth individuals, and institutional investors.

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Capital High Net Worth Individuals Funds Private Equity Firms 130