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

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

The Motley Fool

AUGUST 28, 2023

Goldman is generally known best for its influence on Wall Street, helping ultra-high-net worth individuals and businesses get major deals done. The acquisition should help accelerate Creative Planning's growth and could add $29 billion in assets under management to its overall business.

High Net Worth Individuals 246

High Net Worth Individuals Legal Conglomerates Assets 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. But even within a family office, a billionaire can direct financial experts to purchase specific company shares.

Hedge Funds 239

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

The Motley Fool

AUGUST 28, 2023

A major opportunity for the company is high-net-worth individuals. That has allowed Blackstone to steadily pay a higher dividend. The company should continue growing briskly as more investors turn to alternatives. That leaves a nearly untapped $85 trillion opportunity for Blackstone to capitalize on in the future.

Initial Public Offering 246

Initial Public Offering High Net Worth Individuals Assets Asset Management 246

The Motley Fool

MARCH 29, 2024

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. Economic settlement network: Bitcoin could eliminate a number of fees imposed by banks and financial institutions, capturing between 1% and 10% of U.S.

Securities and Exchange Commission (SEC) 246

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

The Motley Fool

MAY 12, 2024

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. 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

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 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 Professional

OCTOBER 24, 2023

Fund VI’s limited partners include family offices, endowments, foundations, consultants, asset managers, insurance companies and high-net-worth individuals, including 25 former portfolio company executives and family-founder partners. The successful fundraise… This content is for members only.

High Net Worth Individuals 130

High Net Worth Individuals Funds Consulting Consultants 130

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

This is going to be BIG.

JULY 2, 2015

Right now the market is pretty much only high net worth individuals. It requires you to set up the operation from scratch in every city--and it probably only works in cities. There is a ton of regulatory risk. You only invest in scalable businesses? Sorry, I didn't realize. I'll keep that in mind for next time.

High Net Worth Individuals 163

High Net Worth Individuals Investing 163

This is going to be BIG.

MARCH 18, 2019

This isn’t the kind of thing your average high net worth individual who occasionally does a deal would know about. A lot of these strategic entities have boards that are filled with some of the most successful high net worth individuals, family offices, foundations, etc.

Startups 145

Startups High Net Worth Individuals Deal Flow Education 145

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

APRIL 30, 2024

Unless you meet income or net worth thresholds that qualify you as an accredited investor , your ability to invest in private businesses will be limited. Private equity firms raise money from a syndicate of high-net-worth individuals and invest that capital on their behalf.

Accredited Investors 240

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

The Motley Fool

DECEMBER 14, 2023

HNWI assets : Financial assets owned by high-net-worth individuals (HNWI), a term usually applied to people with at least $1 million in investments. Ark measures this opportunity against U.S. bank settlement volume, anticipating that Bitcoin will account for 1% (bear) to 10% (bull) of that total in 2030.

High Net Worth Individuals 246

High Net Worth Individuals Hedge Funds Investing Assets 246

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 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 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 Private Equity Firms 130

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 97

High Net Worth Individuals Capital Funds Buyout 97

The Motley Fool

JULY 17, 2023

While IPO investing is typically reserved for high-net-worth individuals, from time to time, other companies may participate and buy into competitors' offerings. One of the more daunting aspects of an IPO is that the underwriters also play a role in marketing the shares of its client.

Securities and Exchange Commission (SEC) 246

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

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 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

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

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 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

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 94

High Net Worth Individuals Venture Capital Funds Investing 94

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

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

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 89

High Net Worth Individuals Venture Capital Funds Capital 89

Private Equity Insights

JULY 12, 2023

The Fund received commitments from a well-respected group of limited partners, including endowments and foundations, insurance companies, fund-of-funds, family offices, wealth managers, and high-net-worth individuals.

High Net Worth Individuals 130

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

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

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

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 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

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