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

Private Equity Wire

MAY 15, 2024

TrueBridge Capital Partners Fund VIII, which will focus on investments in early-stage tech companies, closed with $884m in commitments, surpassing its fundraising target, while Seed & Micro-VC II held a final close with $189m in total commitments to invest in seed and micro-VC managers focused on early-stage companies.

High Net Worth Individuals 98

High Net Worth Individuals Pension Funds Venture Capital Investing 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

Fund II attracted support form a diverse group of institutional investors across North America and Europe, including corporate and public pension funds, endowments and foundations, asset managers, funds of funds, and family offices as well as high-net-worth individuals.

High Net Worth Individuals 97

High Net Worth Individuals Capital Pension Funds Funds 97

Private Equity Wire

JULY 2, 2024

That fund is now fully invested in platform companies, with the remaining capital reserved for follow-on growth investments. Investors in Fund VII include approximately 400 pension funds, insurance companies, sovereign wealth funds, asset managers, foundations, endowments, family offices, RIAs and high net worth individuals.

High Net Worth Individuals 98

High Net Worth Individuals Pension Funds Funds Enterprise Values 98

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

In addition to managing assets for Phoenix Group’s existing policyholders, the new entity will offer its investment solutions to third-party investors, including pension funds, insurance companies, and high-net-worth individuals.

High Net Worth Individuals 92

High Net Worth Individuals Pension Funds Investing Leveraging 92

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.

High Net Worth Individuals 130

High Net Worth Individuals Capital Funds Private Equity Firms 130

Private Equity Insights

OCTOBER 10, 2023

Get the week’s top news delivered directly to your inbox – Sign up for our newsletter Sign up WPGG 14’s limited partners include existing investors in Warburg Pincus’ current funds as well as new investors to the firm.

High Net Worth Individuals 130

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

Private Equity Insights

OCTOBER 23, 2023

OHA manages approximately $61 billion of capital across credit strategies in pooled funds, collateralized loan obligations and single investor mandates as of June 30, 2023. OHA is the private markets platform of T. Rowe Price Group, Inc. NASDAQ – GS: TROW).

Finance 130

Finance Financing High Net Worth Individuals Collateral 130

FinSMEs

JULY 2, 2024

Billion seventh control/control-oriented fund, New Mountain Partners VII, L.P. 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.

High Net Worth Individuals 57

High Net Worth Individuals Pension Funds Capital Asset Management 57

FinSMEs

NOVEMBER 7, 2023

PSG Equity, a growth equity firm partnering with software and technology-enabled services companies in Europe, North America and Israel, closed its second Europe-focused fund, at over €2.6 Billion appeared first on FinSMEs.

High Net Worth Individuals 57

High Net Worth Individuals Pension Funds Funds Investors 57

FinSMEs

DECEMBER 18, 2023

at $275M appeared first on FinSMEs.

High Net Worth Individuals 57

High Net Worth Individuals Capital Private Equity Firms Private Equity Firms 57

Private Equity Wire

JULY 6, 2023

Commitments to the new fund came from sovereign wealth funds, endowments, fund of funds, pension funds, family offices and high net worth individuals from across Europe, MENA and the United States – as well as numerous founders from Notion portfolio companies.

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

The Big Picture

MAY 9, 2023

It’s like what do I do, how do I address my needs, what are my liability structures, how do I make long-term investment decisions, and then how do I execute upon that overall advice through these individual investment opportunities. So what I mean by that is, first, understand the duration of your funding source. SALISBURY: Yes.

Liabilities 119

Liabilities Assets Banks Hedge Funds 119

Pension Pulse

MAY 25, 2023

In a highly regulated environment, ZEDRA delivers its clients high quality solutions through bespoke planning, governance, and operational services, ensuring the highest standards of compliance and integrity are met. PBS Frontline also examines who is establishing trusts in South Dakota.

Stakes 52

Stakes High Net Worth Individuals Taxes Buyout 52

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

SEPTEMBER 18, 2023

A CPPIB spokesperson said the name of the fund is Canadian Fund-of-Funds V and that as an evergreen mandate, it's an additional commitment to a customized mandate with the pension fund. billion in Canadian private equity investments on behalf of CPPIB, a Sept. 14 news release said.

Financial Institutions 59

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

Private Equity Insights

MARCH 3, 2025

ICGSE V attracted a broad range of investors, including sovereign wealth funds, pension funds, insurance companies, asset managers, foundations, family offices, and high-net-worth individuals.

High Net Worth Individuals 147

High Net Worth Individuals Pension Funds Funds Investing 147

The Motley Fool

FEBRUARY 23, 2025

Realty Income's recently launched private capital fund management platform opens the door to the massive U.S. Private investors, such as pension funds, private equity, and high-net-worth individuals, own about 90% of the commercial real estate in the U.S. private real estate market.

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.

High Net Worth Individuals 162

High Net Worth Individuals Pension Funds Hedge Funds Funds 162

Private Equity Wire

JANUARY 17, 2025

The $700m fund underscores the firm’s dedication to equipping middle-market companies with the financial resources necessary for sustainable growth. The capital was raised from a broad spectrum of investors, including pension funds, family offices, and high-net-worth individuals.

High Net Worth Individuals 95

High Net Worth Individuals Capital Pension Funds Funds 95

The Big Picture

FEBRUARY 5, 2025

The biggest difference for those institutions and high-net-worth individuals is taxes. Most hedge fund strategies are tax-inefficient. They have pension funds, non U. And if you look at some of the most sophisticated institutions, that might be as much as 20 percent of their portfolio.

Hedge Funds 59

Hedge Funds Funds Taxes High Net Worth Individuals 59

The Big Picture

JUNE 20, 2023

For years, decades, as you say, this was an investing strategy that was limited to sophisticated investors, high net worth individuals, people who could take it, stand the fact that it’s opaque, that it has high fees, that it is not quite as investing in an S&P 500 stock fund, and not that simple.

Private Equity Firms 59

Private Equity Firms Private Equity Firms Finance Financing 59