Private Equity Insights

JANUARY 16, 2025

The capital was raised from a diverse group of investors, including pension funds, family offices, and high-net-worth individuals. Read more Florida-based Palm Peak Capital acquires Pacific Shoring in first investment deal Palm Peak Capital, a private equity firm launched in 2024 by former Sun Capital Partners.

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

Private Equity Insights

FEBRUARY 14, 2025

Additionally, India’s expanding base of high-net-worth individuals is looking to diversify portfolios beyond traditional equities and fixed income. A recent EY report revealed that private credit investments in India reached $9.2bn across 163 deals last year.

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High Net Worth Individuals Funds Stakes Venture Capital 130

Private Equity Professional

OCTOBER 29, 2024

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

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High Net Worth Individuals Funds Legal Debt 100

Private Equity Insights

JANUARY 30, 2025

The Texas-based firm, known for investing in lower middle-market companies, raised more than twice the amount of its $300m predecessor fund. Despite overwhelming interest, Blue Sage capped the funds size to stay committed to its lower middle-market investment focus. Can’t stop reading?

High Net Worth Individuals 130

High Net Worth Individuals Capital Funds Private Equity Firms 130

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

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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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

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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

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. But there's a good reason to make that investment. This article is intended for educational purposes only and is not legal advice.

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High Net Worth Individuals Legal Education Assets 246

Sara Grillo

JUNE 7, 2024

“I want to upgrade my client base and work with ultra high net worth individuals and Family Office clients. Respond to the expectation for specialized, high touch services. Sara G Grillo Investment Management, LLC will strive to maintain current information however it may become out of date.

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High Net Worth Individuals Consultants Consulting Legal 52

The Motley Fool

SEPTEMBER 17, 2024

Image source: The Motley Fool/Upsplash If you want to know how you're doing financially and whether you're wealthy (or on the path to wealth), tracking your net worth is the best way to do it. It's most helpful to look at the median, as the mean is elevated by very-high-net-worth individuals skewing the results.

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High Net Worth Individuals Liabilities Debt Assets 246

The Motley Fool

AUGUST 28, 2023

Goldman moves on from mass-market investment advice Goldman Sachs, by contrast, was up less than 2% on Monday. Goldman is generally known best for its influence on Wall Street, helping ultra-high-net worth individuals and businesses get major deals done.

High Net Worth Individuals 246

High Net Worth Individuals Legal Conglomerates Assets 246

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

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

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. Meanwhile, you could become a millionaire even faster by increasing your monthly investment or finding higher-return investments. A major opportunity for the company is high-net-worth individuals.

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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.

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Stakes High Net Worth Individuals Asset Management Debt 58

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. Institutional investment : Bitcoin ETFs provide financial advisors and institutions with a legitimate, regulated way to add the cryptocurrency to their portfolios.

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

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. 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.

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Banks High Net Worth Individuals Debt Accounting 246

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. 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.

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High Net Worth Individuals Venture Capital Funds Investing 96

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 !*

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High Net Worth Individuals Accounting Investors Returns 227

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.

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

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. Image Source: Getty Images 2.

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

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

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.

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

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

JULY 17, 2023

How does IPO investing work? These institutions buy an ownership stake in the form of equity in the company in exchange for investment capital. While IPO investing is typically reserved for high-net-worth individuals, from time to time, other companies may participate and buy into competitors' offerings.

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

This is going to be BIG.

JULY 2, 2015

Right now the market is pretty much only high net worth individuals. You only invest in scalable businesses? 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. Sorry, I didn't realize. I'll keep that in mind for next time.

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High Net Worth Individuals Investing 160

Private Equity Insights

JUNE 7, 2024

ADC’s latest fund closed at more than three times its predecessor, American Discovery Fund I, which closed in 2019 and invested $60m across six portfolio companies and 17 add-on acquisitions. 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 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 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

This is going to be BIG.

MARCH 18, 2019

Accelerators can be great, but they’re not giving companies enough money to achieve the kind of escape velocity needed to get on the radar of national Series A firms that will invest anywhere. This isn’t the kind of thing your average high net worth individual who occasionally does a deal would know about.

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Startups High Net Worth Individuals Deal Flow Education 135

Private Equity Insights

MAY 31, 2024

Last January, Bloomberg reported that JPMorgan’s investment bank had allocated over $10bn of its balance sheet for direct lending and was focused on forming partnerships with asset managers to collaborate on private credit deals. Source: Private Equity Wire Can’t stop reading?

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Asset Management High Net Worth Individuals Assets Private Equity Firms 130

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. Where to invest $1,000 right now? Interval funds can invest in a diverse mix of assets, including private securities.

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Mutual Funds Funds High Net Worth Individuals Hedge 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.

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High Net Worth Individuals Funds Buyout Legal 130

Private Equity Insights

NOVEMBER 10, 2023

Read more Thoma Bravo completes $1.8bn acquisition of NextGen Healthcare Thoma Bravo, a private investment major focused on software investments, has completed of its. PSGE II significantly is significantly larger than it so predecessor fund, which held its final close in January 2021 with more than €1.3bn in commitments.

High Net Worth Individuals 130

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

Private Equity Wire

AUGUST 2, 2024

UK financial services firms Phoenix Group and Schroders are to launch of a new private markets investment manager, Future Growth Capital (FGC), which will aim to deploy up to £2.5bn over three years from Phoenix Group, with an initial £1bn commitment.

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High Net Worth Individuals Pension Funds Investing Leveraging 92

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.

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