The Motley Fool

JUNE 16, 2023

Adenza, is actually a mix of two companies that were acquired by Thoma Bravo, which is a private equity firm. Something that was surprising to me was that on Wall Street, they didn't want to do the options for financial instruments like stocks and mutual funds, where you could bet on the future price of a security.

Mergers and Acquisitions 130

Mergers and Acquisitions Mutual Funds Private Equity Firms Private Equity Firms 130

Clearlake Capital Group

APRIL 24, 2023

as well as a Board Member at both Morgan Stanley Direct Lending Fund, and Brown Brothers Harriman US Mutual Funds. The firm is headquartered in Santa Monica, CA with affiliates in Dallas, TX, London, UK and Dublin, Ireland. She currently serves as Independent Director and Audit Chair at KKR Real Estate Select Trust Inc.,

Asset Management 40

Asset Management Assets Capital Mutual Funds 40

Fortune Financial

AUGUST 7, 2023

Private Equity Private equity is a form of alternative investment that involves investing in privately-held companies. It encompasses strategies such as venture capital, leveraged buyouts and investing directly in publicly-traded private equity firms.

Hedge Funds 52

Hedge Funds Due Diligence Portfolios Leveraged Buyouts 52

Fortune Financial

AUGUST 7, 2023

Private Equity Private equity is a form of alternative investment that involves investing in privately-held companies. It encompasses strategies such as venture capital, leveraged buyouts and investing directly in publicly-traded private equity firms.

Hedge Funds 52

Hedge Funds Due Diligence Portfolios Leveraged Buyouts 52

The Big Picture

OCTOBER 31, 2023

At one point in time, Jack Bogle, founder of, of Vanguard was chairman of their mutual funds. Just really a fascinating history from, from a private company to a public company back to a, a partnership. Tell us a little bit about the firm’s history and how it’s evolved over the past a hundred years.

Hedge Funds 64

Hedge Funds Mutual Funds Funds Due Diligence 64

Clearlake Capital Group

MARCH 1, 2023

We provide corporate issuers with turnkey proxy processing, and we empower mutual funds, REITs and insurance companies with a full-service, end-to-end proxy solution. is an investment firm founded in 2006 operating integrated businesses across private equity, credit, and other related strategies.

Mutual Funds 40

Mutual Funds Private Equity Firms Private Equity Firms Buyout 40

The Motley Fool

FEBRUARY 17, 2024

Now you have the TaylorMade and their owners, which is the hilariously titled private equity firm, Centroid Investment Partners, credit where credit is due to their creativity. Out of curiosity, are those the only investments you own or do you also complement that with mutual funds, index funds, anything like that?

Taxes 130

Taxes Resale Mutual Funds Private Equity Firms 130

Pension Pulse

MAY 8, 2023

For all the years the investigation found child labor, PSSI has been owned by Wall Street's Blackstone--the largest private equity firm in the world. Taylor will receive the prize May 2 in a private ceremony at London's Buckingham Palace. The Templeton Foundation of West Conshohocken, Pa.,

Due Diligence 52

Due Diligence Education Pension Funds Mutual Funds 52

The Big Picture

AUGUST 15, 2023

So I worked at a private equity firm, that middle market private equity firm Yale had money with. Are most people better off in an index fund than playing with an active manager, be it mutual fund or high fee hedge funds? RITHOLTZ: So all of this tees up the obvious question.

Hedge Funds 52

Hedge Funds Funds Capital Assets 52

The Big Picture

MAY 9, 2023

And they all develop their own little system of useful terms, but then they end up becoming almost like a barrier that makes it hard for an outsider who hasn’t grown up in the world of finance, who doesn’t have a father who ran a hedge fund or an uncle who ran a private equity firm.

Liabilities 119

Liabilities Assets Banks Hedge Funds 119

The Big Picture

JUNE 11, 2024

Because this isn’t like, we’re not a hedge fund, we’re not a mutual fund. You finances is very, very broad, but there’s hedge funds, mutual funds, smma, then there’s dealing with people, right? Nothing wrong with those things, but we’re dealing with actual human beings.

Mergers and Acquisitions 64

Mergers and Acquisitions Consultants Consulting Taxes 64

The Big Picture

JULY 18, 2023

Equally, I was also trying to become acquainted with the people that were my customers, who are the asset managers, both on mutual funds, insurance companies, hedge funds, private equity firms that were our counterparties. We had a lot of late nights. And so I spent a lot of time going out.

Capital 52

Capital Hedge Funds Funds Assets 52

Pension Pulse

NOVEMBER 10, 2023

based private equity firm focused on buyout and growth opportunities. Exited our co-investment in Vistra, a leading provider of trust, fund and corporate services based in Hong Kong with a resilient, scalable, and enterprise-wide technology platform. STAR Capital is a mid-market, U.K.-based This needs to change.

Investing 59

Investing Buyout Stakes Assets 59

Private Equity Insights

MARCH 18, 2025

The fund, which aims to reach 150m, remains open for another 12 months as discussions with potential investors continue. Launched in 2023, FIPEC focuses on co-investing alongside private equity firms to support Italian SMEs with revenues of up to 300m.

Mutual Funds 147

Mutual Funds Private Equity Firms Private Equity Firms Funds 147

Private Equity Insights

JULY 21, 2023

Passing that milestone puts the firm in the same league as mutual fund behemoths and banking giants. On Thursday, Blackstone became the first in the private equity industry to hit that level, boasting in its latest quarterly earnings report that it managed just over $1 trillion in assets as of the end of June.

Private Equity Managers 246

Private Equity Managers Mutual Funds Leveraged Buyouts Private Equity Firms 246

Private Equity Insights

MARCH 28, 2025

Private equity managers are also lobbying the SEC to raise the 15% limit on illiquid assets in mutual funds. If revised, this rule change could allow greater allocations to private equity in target-date fundsan increasingly common default in 401(k) plans.

Mutual Funds 147

Mutual Funds Private Equity Firms Private Equity Firms Private Equity Managers 147

Private Equity Wire

MARCH 27, 2025

Meanwhile, private equity firms are lobbying the Securities and Exchange Commission (SEC) to raise the 15% cap on illiquid holdings in mutual funds.

Securities and Exchange Commission (SEC) 45

Securities and Exchange Commission (SEC) Mutual Funds Private Equity Firms Private Equity Firms 45

Private Equity Wire

JANUARY 7, 2025

Industry leaders hope to revive and expand a deregulatory effort from Donald Trumps first term, which allowed private equity investments to be included in professionally managed retirement accounts like target-date funds. But executives believe that gaining access to 401(k) plans could double demand for their funds.

Leveraged Buyouts 110

Leveraged Buyouts Mutual Funds Private Equity Firms Private Equity Firms 110

Private Equity Insights

JANUARY 8, 2025

They are also less liquid than publicly traded securities commonly found in traditional mutual funds. Some retirement fund investors might allocate a significant portion of their assets to private equity through self-directed brokerage accounts if given the opportunity.

Private Equity Firms 147

Private Equity Firms Private Equity Firms Mutual Funds Law Firms 147