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

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.

High Net Worth Individuals 92

High Net Worth Individuals Pension Funds Investing Leveraging 92

Private Equity Wire

MAY 24, 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.

Asset Management 98

Asset Management High Net Worth Individuals Assets Pension Funds 98

Private Equity Wire

NOVEMBER 7, 2023

PSGE II, one of the largest growth equity funds raised to invest exclusively in European software companies, exceeded PSG’s initial target, and secured support from both new and existing investors globally including state pension funds, sovereign wealth funds, family offices and high net worth individuals.

High Net Worth Individuals 98

High Net Worth Individuals Pension Funds Funds Investors 98

Private Equity Wire

DECEMBER 18, 2023

Turnspire Capital Partners (Turnspire), a private investment firm focused on lower middle-market industrial and consumer businesses has held the final closing of Turnspire Value Fund II, at its hard cap of $275m in capital commitments. With Fund II, Turnspire will continue targeting businesses with revenues between $50m and $400m.

High Net Worth Individuals 97

High Net Worth Individuals Capital Pension Funds Funds 97

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

JUNE 27, 2023

Investors in the Fund, which were a mix of numerous new investors as well as existing New Mountain Net Lease investors, include pension funds, insurance companies, asset managers, endowments, family offices and high net worth individuals. Source: Business Wire Can’t stop reading?

High Net Worth Individuals 130

High Net Worth Individuals Capital Funds Private Equity Firms 130

Private Equity Insights

OCTOBER 10, 2023

The capital committed gives Warburg Pincus a large, dedicated pool of capital to pursue a global set of opportunities for investment in growth companies within the firm’s key industry sectors. Given that back-drop, we remain disciplined about investment pacing and prioritizing high conviction themes.

High Net Worth Individuals 130

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

Private Equity Insights

OCTOBER 23, 2023

OHA sourced this transaction through its strategic direct lending partnership with BMO Capital Markets (“BMO”), which includes over $1bn to invest in jointly originated senior secured private credit assets. and globally. Autodistribution, Brenntag, and IMCD. OHA is the private markets platform of T. Rowe Price Group, Inc.

Finance 130

Finance Financing High Net Worth Individuals Collateral 130

FinSMEs

JULY 2, 2024

New Mountain Capital, a NYC-based growth-oriented alternative investment firm, closed a $15.4 Billion seventh control/control-oriented fund, New Mountain Partners VII, L.P. and its related vehicles.

High Net Worth Individuals 57

High Net Worth Individuals Pension Funds Capital Asset Management 57

Private Equity Wire

JULY 6, 2023

The fund, which held its first close last year, has already made several investments including Bound, DataOps, M3ter and Resistant AI. Notion expects to make around 20 core Series A+ investments in total from the fund.

High Net Worth Individuals 52

High Net Worth Individuals Pension Funds Capital Funds 52

Private Equity Wire

AUGUST 10, 2023

HealthEdge closes Fund IV above target at $160m Submitted 10/08/2023 - 12:27pm HealthEdge Investment Partners (HealthEdge) has completed the final close of its fourth fund, HealthEdge Investment Fund IV, (Fund IV), above its original target with over $160 million of capital commitments, including an investment from the General Partner.

High Net Worth Individuals 52

High Net Worth Individuals Pension Funds Funds Legal 52

Pension Pulse

SEPTEMBER 18, 2023

Palash Gosh of Pension & Investments reports CPPIB adds to private equity mandate with Northleaf Capital: Canada Pension Plan Investment Board, Toronto, committed an additional C$200 million ($147) million to the Canadian private equity market through an evergreen Canadian midmarket mandate managed by Northleaf Capital Partners.

Financial Institutions 59

Financial Institutions High Net Worth Individuals Private Equity Firms Private Equity Firms 59

Pension Pulse

SEPTEMBER 6, 2023

Advocacy groups have accused the private fund industry of unfair, conflicted and opaque practices that hurt everyday Americans who invest in such funds through their pensions. It's not as if some state pension fund benefits from opacity," SEC Chair Gary Gensler told reporters after the panel's vote.

Hedge Funds 64

Hedge Funds Securities and Exchange Commission (SEC) Pension Funds Funds 64

Pension Pulse

MAY 25, 2023

Benefits Canada reports BCI investing in financial services provider, building Brisbane apartment complex: The British Columbia Investment Management Corp. is acquiring a minority stake in a corporate consultant and fund administration provider. During the year, it acquired PTL Governance Ltd., a fiduciary service provider. “The

Stakes 52

Stakes High Net Worth Individuals Taxes Buyout 52

The Big Picture

MAY 9, 2023

He is the Chief Investment Officer of Asset and Wealth Management at Goldman Sachs. He co-chairs a number of the asset management investment committees. I thought this was an absolutely fascinating way to see the world of investment management. Investment banks were not really a known concept in the area where I grew up.

Liabilities 120

Liabilities Assets Banks Hedge Funds 120

Private Equity Insights

MARCH 31, 2025

The raise ranks among the largest first-time private equity fund closings in Europe in the past decade. Alongside the core fund, Pophouse has secured an additional 200m in co-investment capital, giving select investors the opportunity to participate directly in high-profile deals.

High Net Worth Individuals 162

High Net Worth Individuals Pension Funds Funds Stakes 162

Private Equity Insights

MARCH 3, 2025

Oversubscribed at its hard cap, the fund underscores strong investor demand for GP-led secondary market opportunities. The new fund will continue investing in single-asset continuation vehicles for high-quality companies across North America and Western Europe, partnering with top private equity sponsors.

High Net Worth Individuals 147

High Net Worth Individuals Pension Funds Funds Investing 147

The Motley Fool

FEBRUARY 23, 2025

Realty Income 's (NYSE: O) mission is to invest in places that help it "deliver dependable monthly dividends that increase over time." The real estate investment trust (REIT) recently extended its dividend growth streak to 110 straight quarters. Where to invest $1,000 right now? It has certainly delivered on that objective.

High Net Worth Individuals 227

High Net Worth Individuals Pension Funds Management Fees Capital 227

Private Equity Insights

FEBRUARY 26, 2025

The fund focuses on real estate secondaries, acquiring stakes in mature funds, providing liquidity to limited partners, and recapitalising existing assets. Employee and limited partner commitments also contributed to the funds oversubscribed close. Can`t stop reading?

High Net Worth Individuals 162

High Net Worth Individuals Pension Funds Hedge Funds Funds 162

Private Equity Insights

APRIL 1, 2025

Fink called for unlocking private markets traditionally reserved for institutions and ultra-high-net-worth individuals. Theyre locked behind high walls. According to Fink, pension funds already outperform retail 401(k) plans by 0.5% annually, largely due to their access to alternatives. more capital.

Assets 147

Assets High Net Worth Individuals Pension Funds Private Companies 147

Private Equity Wire

MARCH 31, 2025

Pophouse Entertainment, the global music and entertainment investment firm backed by ABBAs Bjrn Ulvaeus and EQT founder Conni Jonsson, has successfully closed its inaugural fund, Pophouse Fund I, at 1.2bn, surpassing its 1bn hard cap.

High Net Worth Individuals 45

High Net Worth Individuals Pension Funds Funds Assets 45

The Big Picture

FEBRUARY 5, 2025

He learned about alts working under the legendary David Swensen at the Yale University Investments Office. His latest book is Private Equity Deals: Lessons in investing, dealmaking, and operations. But not all hedge funds are created equally. Is this the right investment vehicle for me? Investors should ask themselves.

Hedge Funds 59

Hedge Funds Funds Taxes High Net Worth Individuals 59

The Big Picture

JUNE 20, 2023

This wasn’t a mom-and-pop investment. That’s a real estate investment trust that is a Blackstone entity. And it has really done a lot to attract the high net worth retail customers into that. Pension funds, perhaps, maybe aren’t growing as much as they need them to. RITHOLTZ: Right.

Private Equity Firms 59

Private Equity Firms Private Equity Firms Finance Financing 59