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

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

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. If an ordinary person puts money in the bank, the government taxes what little interest it earns.

Stakes 52

Stakes High Net Worth Individuals Taxes Buyout 52

The Big Picture

MAY 9, 2023

So how do you then go from tax and audit practice to finance and investing? If I’d moved to Hong Kong, I think it would have looked like a fairly self-serving tax trade. So what I mean by that is, first, understand the duration of your funding source. Pension funds have quite long-dated capital.

Liabilities 119

Liabilities Assets Banks Hedge Funds 119

The Motley Fool

FEBRUARY 23, 2025

It owns a diversified portfolio (retail, industrial, gaming, and other properties) net leased to many of the world's leading companies. Net leases produce very stable rental income because tenants cover all operating costs, including routine maintenance, real estate taxes, and building insurance. private real estate market.

High Net Worth Individuals 227

High Net Worth Individuals Pension Funds Management Fees Capital 227

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. Large, not even tax deferred, just tax exempt entities that can put that money to work without worrying about Uncle Sam? They have pension funds, non U.

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 Financing Finance 59