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 70

High Net Worth Individuals Venture Capital Funds Capital 70

Private Equity Professional

JULY 24, 2024

The Agellus Duo: Jeff Aiello and Beau Thomas Limited partners in Fund I include endowments and foundations, financial institutions, insurance companies, family offices, sovereign wealth funds, and high net worth individuals including several founders and business executives. “We

High Net Worth Individuals 130

High Net Worth Individuals Capital Funds Financial Institutions 130

Private Equity Wire

OCTOBER 22, 2024

With an investor base comprising leading institutions, including public pension plans, foundations, insurance companies, funds of funds, and high-net worth individuals, the fund’s capital, together with capital raised by L2 Point for related co-investment vehicles, totals nearly $460m.

High Net Worth Individuals 98

High Net Worth Individuals Funds Legal Capital 98

Private Equity Professional

MAY 3, 2024

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

High Net Worth Individuals 100

High Net Worth Individuals Financial Institutions Funds Capital 100

Private Equity Insights

JUNE 7, 2024

Get the week’s top news delivered directly to your inbox – Sign up for our newsletter Sign up ADF II received commitments from existing and new investors including wealth managers, family offices and high net worth individuals, over 17% of which came from ADC’s partners and employees.

High Net Worth Individuals 130

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

The Motley Fool

AUGUST 4, 2024

Whether you're a high-net-worth individual or an average earner with a modest estate, you deserve to have control over what happens to your assets in the event of your passing. This article is intended for educational purposes only and is not legal advice. For guidance on your personal situation, please contact a lawyer.

High Net Worth Individuals 246

High Net Worth Individuals Legal Education Assets 246

The Motley Fool

SEPTEMBER 6, 2024

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. Since a living trust doesn't go through probate, it doesn't become part of the public record.

High Net Worth Individuals 246

High Net Worth Individuals Legal Education Assets 246

The Motley Fool

SEPTEMBER 17, 2024

Age Median Net Worth Mean Net Worth Under 35 $39,000 $183,500 35 to 44 $135,600 $549,600 45 to 54 $247,200 $975,800 55 to 64 $364,500 $1,566,900 65 to 74 $409,900 $1,794,600 75 or older $335,600 $1,624,100 Data source: Federal Reserve Board, table by author.

High Net Worth Individuals 246

High Net Worth Individuals Liabilities Debt Assets 246

FinSMEs

OCTOBER 31, 2023

The round saw participation from High Net Worth Individuals (HNIs) and family offices, including tennis icon Sania Mirza, Kate Dinshaw, Apurva Jain, Avinash Rajan, and the family offices of Dr. Kulin Kothari, Dr. Amit Maydeo, the Davda family, the Mody family, and […] The post Setu Nutrition Raises Funding appeared first on FinSMEs.

High Net Worth Individuals 64

High Net Worth Individuals Funds Companies 64

AltAssets

OCTOBER 3, 2024

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 75

High Net Worth Individuals Venture Capital Funds Investing 75

Private Equity Professional

OCTOBER 29, 2024

Limited partners in Fund I include a range of public pension plans, foundations, insurance companies, funds of funds, and high-net-worth individuals. Combined with an additional $148 million raised through Fund I co-investment vehicles, the firm’s total capital raised reaches $460 million.

High Net Worth Individuals 100

High Net Worth Individuals Funds Legal Debt 100

The Motley Fool

AUGUST 6, 2024

Investment banks Investment banks, on the other hand, offer very few of these services and focus primarily on acting as advisors in an array of capacities to large corporations and high-net-worth individuals.

Banks 130

Banks High Net Worth Individuals Mergers and Acquisitions Initial Public Offering 130

Private Equity Insights

MAY 31, 2024

Get the week’s top news delivered directly to your inbox – Sign up for our newsletter Sign up JPMorgan’s asset management arm manages funds for high-net-worth individuals and institutions such as endowments and pension funds.

Asset Management 130

Asset Management High Net Worth Individuals Assets Pension Funds 130

Private Equity Wire

OCTOBER 29, 2024

In a press statement, Adams Street said “the notable 34% increase in committed capital from the 2023 Global Fund Program illustrates strong appetite among investors for small- to mid-market private equity exposure that targets sectors going through growth, dislocation, and change.

High Net Worth Individuals 87

High Net Worth Individuals Funds Private Companies Capital 87

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. An emerging market is a country undergoing robust economic growth, but that does not yet possess all the qualities of a developed country.

High Net Worth Individuals 189

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

Private Equity Wire

SEPTEMBER 30, 2024

Last year, Creative Planning expanded its footprint by acquiring the personal financial management unit of Goldman Sachs, as the Wall Street bank pivoted its wealth management strategy to focus on high net-worth individuals.

High Net Worth Individuals 96

High Net Worth Individuals Stakes Private Equity Firms Private Equity Firms 96

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 Pension Funds Private Equity Firms Private Equity Firms 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.

High Net Worth Individuals 130

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

Private Equity Wire

AUGUST 27, 2024

Formerly part of the Formuepleje Group, Absalon serves European institutional investors and Danish high net worth individuals. Kristensen’s appointment follows Impax’s July acquisition of Danish fixed income manager, Absalon Corporate Credit.

High Net Worth Individuals 98

High Net Worth Individuals Asset Management Banks Assets 98

Private Equity Wire

JUNE 10, 2024

HSOF V attracted support from family offices, high-net-worth individuals, wealth management firms, funds-of-funds and nonprofit endowments. According to a press statement, the new fund surpasses its predecessor, HSOF IV, which raised approximately $115m.

High Net Worth Individuals 98

High Net Worth Individuals Capital Funds Financing 98

Million Dollar Round Table (MDRT)

JUNE 25, 2024

When you join a local nonprofit or other community organization, you might be surrounded by high-net-worth individuals, but are they aware of you and do they know how you can be of service to them as an advisor? Suppose someone across the room pointed you out. How would that person describe you, and would it be accurate?

High Net Worth Individuals 76

High Net Worth Individuals 76

Private Equity Insights

JULY 14, 2023

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

High Net Worth Individuals 130

High Net Worth Individuals Funds Buyout Legal 130

Private Equity Wire

SEPTEMBER 30, 2024

The full service appointment follows State Street’s initial work with Coller Capital on the US launch of its global Private Wealth Secondaries Solutions (PWSS) business in February 2024, which provides high-net-worth individuals further access to private capital markets.

High Net Worth Individuals 93

High Net Worth Individuals Capital Investors Funds 93

Entrepreneur - VC

JULY 24, 2023

Providing customer service to high-net-worth individuals (HNWIs) and ultra-high-net-worth individuals (UHNWIs) demands a refined, personalized and well-considered approach that can only be achieved through sufficient and well-designed customer service training.

High Net Worth Individuals 71

High Net Worth Individuals 71

AltAssets

FEBRUARY 22, 2024

Secondaries-focused private equity major Coller Capital is looking to tap high-net-worth individuals with a new private equity fund. The post Coller Capital launched new fund aiming to bring HNWIs into secondaries first appeared on AltAssets Private Equity News.

High Net Worth Individuals 84

High Net Worth Individuals Capital Funds Buyout 84

Private Equity Wire

MAY 14, 2024

The fund attracted support from new and existing investors including family offices, high-net-worth individuals, foundations, public pension plans and endowments.

High Net Worth Individuals 98

High Net Worth Individuals Buyout Funds Investment Firms 98

The Motley Fool

OCTOBER 3, 2024

Some are a little fanciful -- for example, Ark thinks high-net-worth individuals will buy Bitcoin because it's a seizure-resistant asset, but regulators have successfully confiscated significant amounts of the cryptocurrency in recent years, so that doesn't hold much water in my opinion.

Securities and Exchange Commission (SEC) 246

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

Private Equity Wire

APRIL 26, 2024

The fundraise was oversubscribed and attracted support from existing and new LPs representing institutions, sovereign investors, insurance companies, endowments, foundations, fund of funds, family offices and high-net-worth individuals.

High Net Worth Individuals 98

High Net Worth Individuals Funds Banks Capital 98

Private Equity Wire

MAY 24, 2024

JPMorgan’s asset management arm manages funds for high-net-worth individuals and institutions such as endowments and pension funds. At the end of last year, it managed $17bn in private credit assets, slightly less than Monroe Capital’s nearly $19bn in committed and managed capital as of 1 April.

Asset Management 98

Asset Management High Net Worth Individuals Assets Pension Funds 98

FinSMEs

JUNE 14, 2023

The funding was anchored by the Gokongwei family with participation from institutional investors, family offices, high-net-worth individuals, and prominent entrepreneurs. Kaya Founders, a Manila, Philippines-based venture capital firm, is today announcing the first close at US$12m in funding across two new funds.

High Net Worth Individuals 105

High Net Worth Individuals Venture Capital Capital Funds 105

Private Equity Wire

AUGUST 5, 2024

Since Palico focuses on smaller to medium-stake transactions, the influx of LPs and GPs is likely to include new entrants to the sector, particularly family offices, high-net-worth individuals, endowments, foundations, pensions and corporates with smaller lines to divest.

High Net Worth Individuals 98

High Net Worth Individuals Stakes Accounting Capital 98

FinSMEs

JULY 18, 2023

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

High Net Worth Individuals 98

High Net Worth Individuals Funds Investment Firms Investors 98

Private Equity Insights

FEBRUARY 9, 2024

Investors include two Asia Pacific sovereign wealth funds, pension funds, insurance companies, family offices and high net worth individuals, according to Ares, without identifying them. The new fund comprises around A$850 million from investors and the balance in loans from Sumitomo Mitsui Banking Corp. has raised A$2.6

Leveraged Buyouts 130

Leveraged Buyouts High Net Worth Individuals Pension Funds Buyout 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 65

High Net Worth Individuals Funds Investors Capital 65

Private Equity Insights

JUNE 21, 2024

TOF II’s investor base includes public and corporate pensions, endowments, foundations, financial institutions, fund of funds, asset managers and family offices, as well as high-net-worth individuals.

High Net Worth Individuals 130

High Net Worth Individuals Capital Funds Private Equity Firms 130

Private Equity Insights

JUNE 21, 2024

TOF II’s investor base includes public and corporate pensions, endowments, foundations, financial institutions, fund of funds, asset managers and family offices, as well as high-net-worth individuals.

High Net Worth Individuals 130

High Net Worth Individuals Capital Funds Private Equity Firms 130

FinSMEs

JULY 2, 2024

Investors in Fund VII included approximately 400 of pension funds, insurance companies, sovereign wealth funds, asset managers, foundations, endowments, family offices, RIAs, and high net worth individuals, among others. The General […] The post New Mountain Capital Closes on $15.4

High Net Worth Individuals 59

High Net Worth Individuals Pension Funds Capital Asset Management 59