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Insights on the go: Dakota Fundraising News Podcast

Corient Acquires Geller, Search Finalists & Winners, Consultant RFPs, Pension Allocations

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Ardian Record Breaking Raise, Focus Financial, LAFPP Commitments

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Kestra Financial Leadership Change, Niche M&A Activity, Consultant Updates from Q4

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Schroders CIO, New Miami Sanctuary Wealth Team, Ohio P&F's $460M Real Estate/Real Assets Plan, Stockbridge's New Residential RE Fund

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London Pension CEO, Focus Financial's New Hub, Private Equity Investment Plans, Wellington's First Interval Fund.

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Harrison Street Raises $600M for First Dedicated Digital Investment Fund

January 24, 2025

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Cynosure Group Hits $750M Hard Cap on Third Growth Equity Fund

January 24, 2025

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Kinterra Capital Sets Sights on Second Critical Materials, Infrastructure Fund

January 24, 2025

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Fengate Closes Fundraising for Fourth Infrastructure Fund at $1.1B

January 24, 2025

Podcast

LGPS CIO, LPL Recruits ATL Team, RE Debt Search, Private Fund Allocations, $3.6B Thoma Bravo Fund

January 24, 2025

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Evercore Wealth Management Names San Francisco Office Head

January 24, 2025

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Merit Taps CAPTRUST Exec to Lead M&A Efforts

January 24, 2025

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March Capital Lands New Fundraising Head from PineBridge

January 24, 2025

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Tampa (FL) Beverage Distributor Heirs Launch Family Office, Name CEO

January 23, 2025

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Compound Planning Adds Four Advisors to Kick Off '25

January 23, 2025

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LPL Scores $315M Metro Boston Advisor from UBS

January 23, 2025

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Report: $27.5B LA RIA Evoke Shopping Minority Stake

January 23, 2025

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Emigrant Stakes $1.8B Charlotte (NC) RIA Novare Capital Management

January 23, 2025

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Santa Barbara County ERS to Issue RFP of Private Equity, Real Return Consultants

January 23, 2025

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BRS Commits $25M to PE, Invites 3 for Infra Search, Picks SBH in Int’l Small Cap

January 23, 2025

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Oklahoma Firefighters Invests $15M in Humphreys Fund V

January 23, 2025

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San Antonio F&P Commits $25M to Townsend RE Fund IV

January 23, 2025

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Rhode Island Targets $505M Pacing for 2025, Approves $82M Credit, RE Allocations

January 23, 2025

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Connecticut Retirement Commits $900M to Alts, Discloses $6.75B Alts Pacing Plans

January 23, 2025

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San Francisco VC SV Angel Raises $330M for Sophomore Growth Fund

January 23, 2025

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EIB, Allianz Global Investors Close Climate Action Fund of Funds at €450M

January 23, 2025

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Guggenheim Investments Closes $400M Allianz-led Private Debt Vehicle

January 23, 2025

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Frontenac Caps Sale of Oversubscribed 13th Fund at $900M

January 23, 2025

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GCM Grosvenor Raises $800M for First Emerging Managers Fund

January 23, 2025

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Francisco Partners' Third Credit Fund Closes at $3.3B, $1B Above Target

January 23, 2025

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Callan Adds to Fund Sponsor Consulting Team

January 22, 2025

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$6B NYU Endowment Names New Investments MD

January 22, 2025

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London CIV Appoints CIO From Tesco Pension

January 22, 2025

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$15B Kingswood Taps Eudaimonia for New CIO

January 22, 2025

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Real Estate Investor Stockbridge Makes Foray Into Private Wealth

January 22, 2025

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LPL Recruits $385M Metro Atlanta Team from Kestra

January 22, 2025

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Klingman & Associates Adds NYC Wealth Advisor From UBS

January 22, 2025

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Report: Charlesbank-backed Lido Advisors Seeking New Investor

January 22, 2025

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Constellation Takes Minority Stake in $3B RIA Bogart Wealth

January 22, 2025

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Merced Employees’ Commits $6M to GTCR Growth II, Reduces Annual PE Budget

January 22, 2025

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Austin City ERS Eyes Policy Target Reallocation for Private Equity

January 22, 2025

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North Dakota SIB Allocates $85M to PGIM Real Estate Fund

January 22, 2025

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Texas CDRS Commits $150M to Ares European PC Fund

January 22, 2025

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Tech Investor Level Ventures Plans Launch of Second Core Fund

January 22, 2025

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Essling Closes Co-investment Fund, Unveils Plan for GP-led Strategy

January 22, 2025

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Secondaries Investor Kline Hill Targets $300M for Latest Fund

January 22, 2025

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Report: Creador Closes Sixth Flagship Fund Oversubscribed at $930M

January 22, 2025

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Goldman Launches New Infrastructure Fund for Wealthy Investors

January 22, 2025

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Novacap Raises $1B at Close of First Digital Infrastructure Fund

January 22, 2025

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Thoma Bravo Makes Largest Credit Raise to Date with $3.6B Fund III Close

January 22, 2025

Podcast

Corient Acquires Geller, Search Finalists & Winners, Consultant RFPs, Pension Allocations

January 22, 2025

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Report: Bain Capital Names Co-head of Europe PE

January 21, 2025

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Coldstream Promotes Arnerich Massena Research Chief to CIO

January 21, 2025

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Generali, BPCE’s Natixis to Merge €1.9T Asset Management Businesses

January 21, 2025

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BridgePort Discloses Two Q4 RIA Pickups, Adding $400M in AUA

January 21, 2025

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Citizens Recruits $700M South FL Team from RBC

January 21, 2025

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Rockefeller Global Family Office Adds Advisor Teams in NYC, Houston

January 21, 2025

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Ashton Thomas Recruits $2.5B Wells Team, Opens San Fran Hub

January 21, 2025

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Hancock Whitney Bank to Buy $3B Florida Advisory Sabal Trust

January 21, 2025

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Corient Acquires $10.4B NYC Multifamily Office Geller & Co.

January 21, 2025

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Five Finalists Present to Mass Water in Real Estate Debt Manager Search

January 21, 2025

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New Hampshire Extends Artisan as Non-US Growth Equity Manager

January 21, 2025

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Korea NPS Commits $800M to Almanac RE Fund

January 21, 2025

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Tulare County Updates Allocation Benchmarks, Ups Real Assets, Private Markets

January 21, 2025

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Oregon Public Employees Commits $650M to Int’l Equities, PE Co-Invest

January 21, 2025

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Report: Tech VC Foothill Closes Third Fund Above Target at $110M

January 21, 2025

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Gaming and Digital Entertainment VC Transcend to Launch Third Seed Fund

January 21, 2025

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Sagard Launches Evergreen PE Fund for Accredited Canadian Investors

January 21, 2025

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Tecum Capital Targets $125M for Fourth Small Business-focused Fund

January 21, 2025

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DunPort Raises €200M at First Close of Fourth Credit Fund

January 21, 2025

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Apollo-backed New Catalyst Plans Sale of A Shares in Debut Fund

January 21, 2025

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Colbeck Capital Closes Third Private Credit Fund at $700M

January 21, 2025

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Ardian Raises €3.2B for Sixth-generation Expansion Fund

January 21, 2025

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Investment RFPs in December 2024

January 21, 2025

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Miami Beach Fire & Police Considers $7M Allocation in RE Manager Search

January 17, 2025

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New Orleans SWB Hires Six Managers for $96M Active Equity, FI Mandates

January 17, 2025

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Texas CDRS Commits $100M to Pathlight Private Credit Fund

January 17, 2025

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LACERS Makes $395.1M in Alts Investments, Reviews Q3 2024 Performance

January 17, 2025

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$594M RIA RiversEdge Advisors Promotes CFO to CEO

January 17, 2025

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Manulife IM Names GCM Grosvenor MD as New Global COO for Private Markets

January 17, 2025

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Kudu Stakes US Farmland Investor Homestead Capital

January 17, 2025

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Aegis Capital Recruits Boca Raton (FL) Advisor from Morgan Stanley

January 17, 2025

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Report: $1.2B Former First Republic NYC Team Drops JPM for RBC

January 17, 2025

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UBS Recruits Family Office Veteran Vysotina from Morgan Stanley

January 17, 2025

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Former Kovitz Exec Launching Chicagoland HNW Advisory K2 Wealth

January 17, 2025

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Heir to Taiwan Finance Fortune Launches Private Credit Firm, Fund

January 17, 2025

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Dallas PE Sky Island Closes Second Fund at $300M

January 17, 2025

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Omnes Achieves €2.05B Close on Fifth Gen Renewable Energy Fund

January 17, 2025

Podcast

Ardian Record Breaking Rise, Focus Financial, LAFPP Commitments

January 17, 2025

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Holyoke Concludes Value-add RE Search with $17.5M to TerraCap, Long Wharf

January 16, 2025

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Oklahoma Police to Interview Three Finalists in Int’l Growth Equity Manager Search

January 16, 2025

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Howard County Allocates $16M to Third Digital Alpha Infra Fund

January 16, 2025

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Cook County Commits $30M to BIG Real Estate Fund III

January 16, 2025

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HarbourVest Lands New CMO from PGIM, Adds Accounting Chief

January 16, 2025

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Barings Names Head of Global Consultant Relations

January 16, 2025

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HNW RIA Hollow Brook Recruits New Investments Director from Ladenburg

January 16, 2025

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Intel to Spin Off $5B AUM Venture Capital Business

January 16, 2025

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AAM Insurance IM, Affinius Partner on CRE Offerings to Insurers

January 16, 2025

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Partners Capital Opens Eighth Global Office in Dallas

January 16, 2025

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Carson Group Recruits $411M Team from Osaic's Securities America

January 16, 2025

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Homrich Berg Closes on $6.4B WMS Partners Acquisition

January 16, 2025

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Wealth Enhancement Purchases $409M Maine Advisor VanceGray

January 16, 2025

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VCFA Raises $122.5M for Venture Secondaries Fund VII, Makes Two Promotions

January 16, 2025

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Cohere Capital Makes $215M Fund II Close, Receives TPG Investment

January 16, 2025

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Glouston Capital Closes Seventh Flagship Secondaries Fund at $558M

January 16, 2025

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Ridgewood Infrastructure Raises $1.2B for Second Fund

January 16, 2025

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Ardian Makes Record $30B Secondaries Fundraise with ASF IX

January 16, 2025

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Swedish Pension Andra AP-fonden Appoints New CIO

January 16, 2025

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Apollo Forms $3B Infrastructure Financing Partnership with StanChart

January 16, 2025

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Frazier Healthcare Expands into Private Credit with Structured Solutions Team

January 16, 2025

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Weld County Names Innovest as New General Consultant

January 15, 2025

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Cambridge Retirement Mulls Value Add RE RFP, Commits $35M to PRIT FoF

January 15, 2025

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LA Fire & Police Commits $382.2M to Seven PE, PC Funds

January 15, 2025

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NY State CRF Allocated $3.1B to PE, PC in November 2024

January 15, 2025

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Canaccord Genuity Adds $150M Advisor from CIBC Wood Gundy

January 15, 2025

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LPL Recruits $430M NJ Team from RayJay

January 15, 2025

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FJM Acquires 20% Stake in $4.7B UHNW Atlanta RIA Balentine

January 15, 2025

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Gibraltar Acquires $362M RIA Miller Equity, Expands South Central Presence

January 15, 2025

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Focus Partners Lake Street, Edge Capital to Join SCS Family Office/OCIO Hub

January 15, 2025

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Integrated Partners Expands West Coast Presence With $1B RetirementDNA

January 15, 2025

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Mariner Continues Nationwide Growth With $1.1B Triple Acquisition

January 15, 2025

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Dubin Clark Raises $200M at First Close of Small Business Buyout Fund

January 15, 2025

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Timberlane Targets $200M for Second Closed-end Multifamily RE Fund

January 15, 2025

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SWIB, UTIMCO-backed Dockside Raises $125.1M for Fund II

January 15, 2025

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Bertram Capital Closes First Fund Extension Platform at $260M

January 15, 2025

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Allianz Global Investors Closes Private Debt Secondaries Fund at €1.5B

January 15, 2025

Podcast

Kestra Financial Leadership Change, Niche M&A Activity, Consultant Updates from Q4

January 15, 2025

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UBS Updates Southeast Region Leadership

January 14, 2025

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Pennington Lands Former First Republic PWM CIO as New President, CIO

January 14, 2025

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Apollo Inks Deal to Buy $6B Argo Infrastructure Partners

January 14, 2025

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Goldman Forms Capital Solutions Group to Boost Private Credit Presence

January 14, 2025

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Goldman, McKinsey Alums Launch New GP Stakes Firm PACT Capital

January 14, 2025

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Marin County ERA Selects Dodge & Cox in FI Manager Search

January 14, 2025

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Holyoke Invites Finalists for RE, FI Searches, Launches $20M RFP for Large Cap

January 14, 2025

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Indiana PRS Starts $1.4B Opportunistic Credit Search

January 14, 2025

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Northern LGPS Partners Taps UK-based RE Fund Heim

January 14, 2025

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Howard County Mulls $16M Allocation to Infra Fund for 2025 Real Asset Pacing

January 14, 2025

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LACERS Reviews PE Pacing, Considers Up to $700M Allocation for 2025

January 14, 2025

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Pointwealth Acquires $200M Book from Sherman Oaks (CA) Advisor

January 14, 2025

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RayJay Recruits $500M Bay Area Team from Schwab

January 14, 2025

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World Investments Acquires $190M Metro NYC RIA

January 14, 2025

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Waverly Enters Iowa with Purchase of $373M RIA Dickinson

January 14, 2025

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Creative Planning Buys $460M RIA Krivoshein | McDaniels

January 14, 2025

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Report: $650M RIA SignalPoint Joins Farther Finance

January 14, 2025

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Elevation Point Stakes $750M Michigan RIA Stonebrook Private

January 14, 2025

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Wealth Enhancement Expands Oregon Presence with $673M RIA Acquisition

January 14, 2025

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Foshee Family Office Spinoff Sallyport Closes Debut PE Fund at $160M

January 14, 2025

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Seed-stage VC Root Ventures Targets $250M for Fourth Fund

January 14, 2025

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Y Combinator Alum Legalist Seeking $400M for Fourth Credit Fund

January 14, 2025

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Mountaingate Closes Third Flagship Fund at $570M

January 14, 2025

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Franklin Templeton, Lex Partners Launch Evergreen US Wealth PE Secondaries Fund

January 14, 2025

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Ares Closes European Direct Lending Fund at €17.1B Hard Cap

January 14, 2025

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Ares Names Alternative Credit Co-Head

January 13, 2025

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NEPC Names New Head of DC Vendor Management

January 13, 2025

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Berkshire Partners Lands New IR Head from Cinven

January 13, 2025

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Kestra Financial Promotes Wealth Mgmt Head Amore to President

January 13, 2025

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PPM America Lands Emerging Market Debt Team from Wamco

January 13, 2025

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Ramirez AM Acquires $500M PC Strategy Team, Funds from Avenue Capital

January 13, 2025

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Focus Rebrands Hubs Following Recent Consolidation

January 13, 2025

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LPL Recruits $343M SoCal Advisor from Merrill

January 13, 2025

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Centurion Wealth Recruits UHNW NoVa Advisor from Cerity

January 13, 2025

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Wyoming SLIB Retains RVK as Investment Consultant

January 13, 2025

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Bristol County Launches $42M Search for SMID Cap Growth, Value Managers

January 13, 2025

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Iowa PERS Kicks off New Absolute Return Manager Search

January 13, 2025

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San Jose Federated Commits $12M to Private Infra, Credit

January 13, 2025

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Cincinnati Retirement Makes $50M Investment in PE Funds

January 13, 2025

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Louisiana TRS Allocates $100M to PC Fund, Plans Private Markets Consultant RFP

January 13, 2025

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Canal Road Secures $1B in Direct Lending Support from BMO

January 13, 2025

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Report: Hg Capital-S64 Tech Fund Caps Subs After Raising €750M

January 13, 2025

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Healthcare PE Firm Hildred Capital Closes Third Fund at Over $800M

January 13, 2025

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StepStone Closes First Infra Co-invest Fund Above Target at $1.4B

January 13, 2025

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Emigrant Partners Hires RayJay Alum to Lead RIA Deal Identification

January 10, 2025

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LGPS Central Appoints New Head of Investment Oversight

January 10, 2025

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Bison Combines Wealth, Advisory Businesses

January 10, 2025

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Wedbush Recruits Metro LA Wealth Manager from Merrill

January 10, 2025

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$11.7B RIA Snowden Lane Redeems Estancia Capital Partners Stake

January 10, 2025

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Wealth Enhancement Acquires Ohio's $82M Danison & Associates

January 10, 2025

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GCG Advisory Partners Buys $170M Atlanta RIA First Fidelity Financial

January 10, 2025

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CAPTRUST Acquires $300M Wealth Covenant Group of Houston

January 10, 2025

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Mariner Off to Races in ‘25 with Purchase of $292B AUA Cardinal

January 10, 2025

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CalSTRS to Issue RFP for General Consultant Search

January 10, 2025

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LADWP Commits $190M to Alts, Interviews Four EM Managers, Mulls Allocations

January 10, 2025

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Idaho PERS Allocates $410M to Private Equity in 2024 Deals

January 10, 2025

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Australia’s Stamford Capital Targets $100M for Fourth Opportunistic Fund

January 10, 2025

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Education Finance Specialist Stratus Aims for $100M with Third Income Fund

January 10, 2025

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SV Health Investors' Second Dementia-focused Fund Raises $201.7M

January 10, 2025

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Sealy & Co. Seeking $200M for Industrial Real Estate Fund

January 10, 2025

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Vensana Capital Closes Third Flagship Healthcare Fund at $425M

January 10, 2025

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Report: Medalist Partners Targets $750M for Fourth Private Credit Fund

January 10, 2025

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Pretium to Launch Third Residential Credit Fund Following $1.7B Fund II

January 10, 2025

Podcast

Schroders CIO, New Miami Sanctuary Wealth Team, Ohio P&F's $460M Real Estate/Real Assets Plan, Stockbridge's New Residential RE Fund

January 10, 2025

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Sarasota Switches to Vanguard as Large Cap Equity Manager

January 10, 2025

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Brown Brothers Recruits New Philly MD from Merion

January 10, 2025

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Elizabeth Park Names Former Radian CFO as Partner, Deputy PM

January 10, 2025

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Report: Morgan Stanley to Grow Wealth Team in Asia

January 10, 2025

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Report: Nuveen to Grow Middle East Private Wealth Biz

January 10, 2025

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Former Aurelius Managing Director Launches UK PE Firm

January 10, 2025

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Report: Millennium Gives $3B Backing to Startup Healthcare Hedge Fund

January 10, 2025

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Report: Bain Faces Battle with CC Capital for Aussie Wealth Manager Insignia

January 10, 2025

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Ex-Blackstone GP Stakes Global Head Forms PE Secondaries Firm

January 10, 2025

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$255M Metro Boston, KC Teams Move from Osaic to Cetera

January 10, 2025

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Report: Concurrent Adds Two New Advisor Teams, $346M in Assets

January 10, 2025

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RayJay Recruits $440M Tulsa (OK) Team From Morgan Stanley

January 10, 2025

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Coldstream Purchases $500M AUA Seattle Advisory, Accounting Firms

January 10, 2025

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Cerity Partners Acquires $4.1B Boston RIA Prio Wealth

January 10, 2025

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Merrill Wealth Management Forms Dedicated UHNW Advisory Group

January 10, 2025

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Advent, Abu Dhabi Finalize $3B Stake in Fisher Investments

January 10, 2025

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Anne Arundel Selects Scout to Replace Wamco for $125M FI Portfolio

January 10, 2025

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Chicago Fire Invites Five Finalists to Core Plus FI Search, Ratifies WAM Termination

January 10, 2025

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Chicago Metro Seeks Infra Manager for $80M Mandate

January 10, 2025

Podcast

London Pension CEO, Focus Financial's New Hub, Private Equity Investment Plans, Wellington's First Interval Fund.

January 08, 2025

Podcast

APAC Region Executive Hires, Wells Fargo Adds $625M, 2025 PE Commitment Targets, Search Winners & Finalists, Allianz Infra First Close

December 20, 2024

Podcast

RayJay Salt Lake Advisors, International Equity RFP, Private Market Plans and Investments, Fund Launches

December 18, 2024

Podcast

RIA Acquisition Trends, NEPC's New Client, Fixed Income RFP, Hedge Fund Investments, Infrastructure Investment Plan

December 13, 2024

Podcast

ANZ's New CEO, SageView Acquires DC Consultant, Absolute Return Search Update, Private Market Investments, Virtus Private Credit CLO ETF

December 11, 2024

Podcast

BlondBloxx Private Credit ETF, Mariner Wealth Completes Double Deal, 2025 Private Market Commitment Plans, PE & RE Search Winners, S3 Capital First Close

December 06, 2024

Podcast

Iconiq Capital, RIA Acquisitions, Sacramento 2025 Investment Plan, Private Market Commitments, Fund Closings

November 22, 2024

Podcast

Hamilton Lane Direct Equity Team, CAPTRUST $5B Acquisition, Upcoming PE Search, CalPERS Commits $2.6B to Private Credit

November 20, 2024

Podcast

Aksia Real Assets Hire, LPL and US Bank Additions, Upcoming 2025 RFPs, New Private Market Investments, Fund Closings & Launches

November 15, 2024

Podcast

AIMCo Leadership Change, LPL in SoCal, Private Equity Fundraising Update

November 13, 2024

Podcast

New RIAs, Alberta TRS VP, Marin County Private Equity Plan, Florida SBA Q3 Commitments, Private Funds

November 08, 2024

Podcast

Dakota Fundraising News: November 6th, 2024

November 06, 2024

Podcast

Dakota Fundraising News: November 1st, 2024

November 01, 2024

Podcast

Dakota Fundraising News: October 30th, 2024

October 30, 2024

Podcast

Dakota Fundraising News: October 25th, 2024

October 25, 2024

Podcast

Dakota Fundraising News: October 23rd, 2024

October 23, 2024

Podcast

Dakota Fundraising News: October 16, 2024

October 16, 2024

Podcast

Dakota Fundraising News: October 9th, 2024

October 09, 2024

Podcast

New Fund Launches, Merrill's $1.5B Move, Upcoming International Small Cap RFP, Private Credit Allocations

October 04, 2024

Podcast

Citi & Apollo Private Credit, Steward Partners Head of Wealth Management, Morgan Stanley $1.2B Acquisition, Timber/Farmland RFP, Texas TRS Investment Plan

October 02, 2024

Podcast

Non-Profit OCIOs, AIMCo Executive Team, RBC's New $2.8B Team, LA Fire Real Estate Plan, Private Market Allocations

September 27, 2024

Podcast

Family Office Trends, Australian Super, True North's New Dallas Acquisition, Fixed Income RFPs, Recent Allocations, Conferences

September 25, 2024

Podcast

Global Equity RFP, Private Market Consultants & Allocations, Sanctuary Wealth's $2B Partnership, University Hospitals CIO

September 20, 2024

Podcast

Private Credit ETF, Innovia Wealth CIO, Private Real Estate RFP, Recent Allocations

September 18, 2024

Podcast

OMERS Private Equity, LPL, Value-Add RE RFP, Alternative Commitments

September 13, 2024

Podcast

Wealth Enhancement Group, Private Credit Allocations, Latest RFPs Including Hedge Funds and EM Equity, Pension Investments

September 11, 2024

Podcast

Texas Muni Team Hires, New Denver UBS Team, Upcoming RFPs, Consultant Searches and Hires

September 06, 2024

Podcast

Maryland's Deputy CIO, Raymond James New Advisor, Alternatives Commitment Plans, Small Cap Hire

September 04, 2024

Podcast

Growth of Alts, PSP Investments, Upcoming Small Cap Search, Private Equity Allocations

August 28, 2024

Podcast

People Moves, Raymond James, ACCESS Pool Direct Lending Search, RFP Finalists, Alternative Investments

August 23, 2024

Podcast

Canadian Public Pension Board, NYU's New CIO, Advisor Team Updates, Alt Investment Plans

August 21, 2024

Podcast

Pacing Plans for Alts, RIA Move in Toronto, VRS Job Change

August 16, 2024

Podcast

Private Markets at Rockefeller, NY State Common’s 1.2B Move, Alts Searches

August 14, 2024

Podcast

IPOPIF Deputy CIO, Wealth Enhancement Group Acquisition, US Fixed Income & Emerging Market Equity RFPs, Recent Alternative Commitments

July 10, 2024

Podcast

Investment Consultant Updates, Advisor Moves, US Equity & Real Estate RFPs, Recent Alternative Investments

June 28, 2024

Podcast

NewEdge Advisors Acquisition, Real Estate & EM Equity RFPs, Global Equity Manager Hires, Alternative Commitments

June 20, 2024

Podcast

Missouri ERS Head of PE, New UBS Team, PE & High Yield RFPs, Ireland Strategic Investment Fund

June 14, 2024

Podcast

New $1B RIA Formed, Direct Lending RFPs, SMID Cap Manager Hire, New PE Fund Launch

June 12, 2024

Podcast

RIA Founded by NFL Players, Real Estate RFP, UK Investment Coverage

June 07, 2024

Podcast

Cook County New Hire & RE Search, Focus Financial Firms Joining The Colony Group, Emerging Manager RFPs, Mid Cap Manager Hires

June 05, 2024

Podcast

Small Cap, Private Equity & Infrastructure RFPs, Waverly Advisors Acquisitions, Miracle Mile Advisors CIO, Pension Investments

May 31, 2024

Podcast

City of Holyoke Retirement, New PE Fund Launch, Merrill Lynch and LPL Acquisitions

May 29, 2024

Podcast

CalSTRS CIO, William Blair Expands in Philly, Upcoming Investment Searches, New PE Fund Launch

May 22, 2024

Podcast

Guardian Life's Head of Investment Strategy, RIA Activity, LACERS 2024 RE Plan, Fixed Income Manager Hires, Consultant Search

May 17, 2024

Podcast

Abu Dhabi Head of NA Infrastructure, AlTI Global Acquires Envoi, Meketa RFPs, LA Pension New Investments

May 15, 2024

Podcast

Gordon Ross Leaving LGPS, New $115B RIA, Private Equity RFP, NY Common Investments

May 10, 2024

Podcast

Gordon Ross Leaving LGPS, New $115B RIA, Private Equity RFP, NY Common Investments

May 10, 2024

Podcast

MAI Capital Acquisition, NYSTRS Invests $900M, Newest Investment RFPs

May 08, 2024

Podcast

Canada Post Pension Plan, Consultant Acquisitions, Washington State IB

May 03, 2024

Podcast

LPL's Continued Momentum, City of Milwaukee Pension and Alternative Investment News

May 01, 2024

Podcast

LPL goes to Delaware, Jordan Park New Hire, Natick Mass and Weld County, CO Retirement Searches

April 26, 2024

Podcast

Stifel Acquisition, Louisiana State and VA Investment Decisions, Events Update

April 24, 2024

Podcast

University of Alabama Investment, LPL Continues to Grow

April 19, 2024

Podcast

WEG Leadership, Michigan State Investment Board, New Secondaries Fund Launch

April 17, 2024

Podcast

West Coast Pension Investments, Glenmede New CIO, PE Fund Launches

April 12, 2024

Podcast

Cerity Acquires Agility, TRS of TX, Mariner Wealth & WEG

April 10, 2024

Podcast

CalPERS New CIO, Emerging Markets RFPs, NY Common’s $400M Emerging Manager Program Investment

April 05, 2024

Podcast

NEPC's Newest Principal, UBS' $1.3B Advisor Move, Massachusetts Pension Equity Searches, New Fund Launches

April 03, 2024

Podcast

Caprock Acquires Grey Street, Tennessee & Tampa Allocation Adjustments, Consultant Update

March 27, 2024

Podcast

Industry Events, Concurrent Advisors, Arizona State Retirement Allocation

March 22, 2024

Podcast

Anne Arundel County Co-Invest, Spokane RIA Move & Dakota Talent Intro

March 20, 2024

Podcast

Bluespring Activity, LA Water & Power + Quincy Searches & Real Estate

March 15, 2024

Podcast

Illinois Emerging Markets Debt, Alaska Retirement & TRS of TX Look to Alts

March 13, 2024

Podcast

US Firms Invest in Dubai, Private Markets Searches + Consultants, MAI and Commonwealth Evolve

March 06, 2024

Podcast

Santa Barbara's 2024 Investment Plan, Global Equity in Favor, Endeavor Wealth's New Chapter

March 01, 2024

Podcast

Mercer Global Head of Real Assets, Wells Fargo Hiring Spree, LACERS Private Credit Goals

February 28, 2024

Podcast

Pathstone & Crestone Merge, New Faces at American University & BMO, Investment Strategies + Searches

February 23, 2024

Podcast

Fairfax & California Pension Activity, RIA Mergers, and AIMco’s big moves

February 16, 2024

Podcast

Emerging Manager Leadership, Alternative Allocations & Consultants, UBS & Merrill Moves

February 14, 2024

Podcast

Illinois' New CIO, LPL's Expansion, Summit's Acquisition Moves

February 09, 2024

Podcast

Mariner's Move, Mass PRIM's 2024 Vision, & OneDigital Acquires WealthSource

February 07, 2024

Podcast

Job Changes in Consulting, Blue Spring’s Acquisition, Oregon Invests $850M

February 02, 2024

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