The Private Equiteer

SEPTEMBER 17, 2020

So when you hear about a firm raising a $1b fund, it doesn’t mean they’re in receipt of $1b in cash, it means that investors have contractually promised to invest $1b as (and if) needed. Be aware that management fees take a big bite out of the $1b. This is a primary difference between a mutual fund and a private equity fund.

Returns 52

Returns Mutual Funds Private Equity Firms Private Equity Firms 52

Axial

MAY 23, 2023

They tend to have fewer portfolio companies than private equity firms, which affords them a high degree of personal attention post-acquisition. Limited partners are also gravitating towards their lower management fees, and the flexibility that comes with co-investing on a deal by deal basis.

Private Equity Firms 52

Private Equity Firms Private Equity Firms Accredited Investors Business Services 52

The Motley Fool

AUGUST 9, 2024

We remain excited about our plans for the external funds that we manage as we execute our investment strategies and other strategic initiatives, and we are optimistic about the future performance of the funds and the attractive returns we are providing to the investors of each fund. Dwayne Louis Hyzak -- Chief Executive Officer Sure, Mark.

Capital 130

Capital Asset Management Securities and Exchange Commission (SEC) Debt 130

The Motley Fool

APRIL 18, 2024

Fee-related earnings increased 12% year over year to $1.2 per share, the highest level in six quarters and the third-best quarter in firm history, powered by double-digit growth in fee revenues, coupled with the firm's robust margin position. billion or $0.95 So we like that area.

Assets 130

Assets Debt Banks Capital 130

The Motley Fool

AUGUST 4, 2023

This strategy has grown significantly over the last several years and principally represents investments in the senior secured debt of private equity sponsored businesses. Our private loan investments are typically first lien debt investments with attractive yield profiles in favorable terms. Fee income decreased 1.4

Capital 147

Capital Asset Management Securities and Exchange Commission (SEC) Assets 147

Pension Pulse

MAY 24, 2023

Management fees increased by $165 million, due to an increase in average assets managed by external fund managers. Clayton, Dubilier & Rice is one of the world’s oldest private equity firms and focuses on upper middle market and large value-oriented buyouts, as well as build-ups in North America and Western Europe.

Investing 52

Investing Stakes Pension Funds Assets 52

The Motley Fool

JULY 20, 2023

The earning AUM rose 7% year over year to $731 billion, driving management fees up 9% to a record $1.7 Notably, the second quarter marked the 54th consecutive quarter of year-over-year growth in base management fees at Blackstone. Fee-related earnings increased 12% year over year to $1.1 billion or $0.94

Banks 130

Banks Capital Assets Mergers and Acquisitions 130

Private Equity Insights

MARCH 20, 2025

CVC has continued to identify profitable exits while expanding its management fee earnings, a key driver of its financial performance. The firms ability to generate substantial returns and exit portfolio assets at higher valuations highlights its strength in navigating volatile markets.

Management Fees 162

Management Fees Capital Private Equity Firms Private Equity Firms 162

Private Equity Wire

JANUARY 24, 2025

Pension funds are calling for more transparency from private equity firms, seeking clearer and standardised reporting on fees and returns, in new guidelines published by the Institutional Limited Partners Association (ILPA), according to a report by the Wall Street Journal.

Pension Funds 93

Pension Funds Private Equity Firms Private Equity Firms Returns 93

Private Equity Wire

MARCH 20, 2025

CVC Capital Partners, the Jersey headquartered private equity firm with 186bn in assets under management reported a stronger-than-expected annual profit for 2024, bolstered by a significant increase in management fees. Looking ahead, CVC expects strong growth in management fee earnings throughout 2025.

Private Equity Firms 61

Private Equity Firms Private Equity Firms Management Fees Taxes 61

The Motley Fool

JANUARY 25, 2024

Fee earning AUM increased 6% year over year, while base management fees rose 7% to a record $6.5 Q4 represented the 56th consecutive quarter of year-over-year growth in base management fees at the firm. Fee related earnings were $4.3 You've got an equity market that has rallied. Good morning.

Management Fees 100

Management Fees Banks Capital Assets 100

Pension Pulse

MARCH 20, 2025

This includes selling an equity stake in New Zealands mobile tower company Connexa and acquiring a co-control stake in Stockholm-based financial adviser Max Matthiessen from private equity firm Nordic Capital. 1 All figures are as at December 31, 2024, and denominated in Canadian dollars unless noted. billion).

Pension Funds 59

Pension Funds Assets Liabilities Funds 59

Private Equity Insights

MARCH 13, 2025

Currently, private equity represents less than 1% of defined contribution plan assets, yet firms such as Apollo Global Management, Blackstone, and KKR see significant growth potential. While ETFs typically charge around 0.51% in fees, private equity firms often collect 2% in management fees and 20% of profits.

Private Equity Firms 147

Private Equity Firms Private Equity Firms Fee Structure Pension Funds 147

Pension Pulse

NOVEMBER 21, 2024

He is chairman and CEO of Harper & Associates, his consulting and advisory business, and chairman and co-founder of Miami-based investment fund Vision One, as well as a “working equity partner” at private-equity firm Azimuth Capital, which invests in energy and the energy transition.

Pension Funds 64

Pension Funds Finance Financing Consultants 64

The Motley Fool

JULY 18, 2024

We activated the investment periods for our corporate private equity and PE energy transition flagships in the second quarter, which, along with BXPE and private wealth, were in fee holidays as of quarter end, representing $27 billion of fee AUM in aggregate. Fee-related earnings were $1.1 billion or $0.91

Assets 130

Assets Finance Financing Management Fees 130

Private Equity Insights

JULY 21, 2023

Passing that milestone puts the firm in the same league as mutual fund behemoths and banking giants. Private equity firms have sought to join a special club: managing $1 trillion in assets, a milestone that would put them in the same league as mutual fund behemoths like BlackRock and Fidelity and banking giants like JPMorgan Chase.

Private Equity Managers 246

Private Equity Managers Mutual Funds Leveraged Buyouts Private Equity Firms 246