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Fundraising News

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Insights on the go: Dakota Fundraising News Podcast

Cetera Acquires CFGS, LACERS Consultant, Chicago Teachers' Fixed Income RFP, Bank Loan Allocations, Sports Investing

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Rockefeller, UBS, LPL Teams, RE & Fixed Income Search Selections, Schroeders LTAF

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Adams Street International Expansion, Bluespring Acquisition, PSG & KKR

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Meketa Public Markets Director, Wells Fargo Recruits $1.6B Team, Houston Police's $555M Commitment Plan, Hamilton Lane Closes Venture Fund

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Commonfund Deputy CIO, Rockefeller's New $1B Team, Fixed Income Search Finalists, Pension Allocations, Pearl Energy's Near $1B Fundraise

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blog

New RIAs in Denver and San Diego, and more…

March 14, 2025

Podcast

Abu Dhabi Investment Council, LPL Additions, Fixed Income RFP, Brookfield's $1B Fundraise

March 14, 2025

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Adams Street, HarbourVest land major UK pension mandate, and more…

March 13, 2025

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Family office, alts vets launch UHNW boutique Five Eleven, and more…

March 12, 2025

Podcast

Abu Dhabi CIO, CalSTRS Consultant, Six New Investment RFPs, 2025 Private Market Plans

March 12, 2025

blog

Americana enters LA wealth market thru $2B Boulevard, and more…

March 11, 2025

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Blackstone snaps up $5.5B in fund stakes from NY Common, and more…

March 10, 2025

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Ares, Bessemer, Genstar alums launch new ventures, and more…

March 07, 2025

Podcast

CAPTRUST Acquires $1.4B Charlotte RIA, International Equity RFPs & Investments, 400 Capital's $1.39B

March 07, 2025

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Wellington pilfers PIMCO to launch real estate credit platform, and more…

March 06, 2025

Podcast

Cetera Acquires CFGS, LACERS Consultant, Chicago Teachers' Fixed Income RFP, Bank Loan Allocations, Sports Investing.

March 05, 2025

blog

Blue Owl offers 40 Act fund fees perk to anchor investors, and more…

March 05, 2025

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Prime Capital launches family office with SineCera buy, and more…

March 04, 2025

blog

Coatue lands investments, strategy heads from BX, CG, and more…

March 03, 2025

blog

SSGA/Apollo debut “seismic” private credit ETF, and more…

February 28, 2025

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CAZ driving for a touchdown with third sports fund, and more…

February 27, 2025

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Robertson Stephens opens family office for UHNW clients, and more…

February 26, 2025

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Apollo brightens CLO/credit portfolio with Irradiant, and more…

February 25, 2025

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Rockefeller nabs $4B Bay Area team from Merrill, and more…

February 24, 2025

Podcast

Ohio STRS CIO, Creative Planning, Fixed Income RFPs, Recent Allocations, Polen Capital's Abu Dhabi Expansion

February 21, 2025

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Ohio STRS Eyes Private Markets Expansion, GTCR Closes $3.6B Fund, and LPL Snags $900M Raymond James Team

February 21, 2025

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Institutional Shifts & Private Market Moves: RSIC's $260M Commitments, Carlyle's PE Revival, and Mercer's SECORA Acquisition

February 20, 2025

Podcast

Rockefeller's New NY Team, Dallas Po & Fire $50M Private Credit Plan, Upcoming Fixed Income RFP, CPP Investments, Oaktree Closes Opportunities Fund with $16B

February 19, 2025

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Texas ERS Reshapes Consultant Lineup, CPP Expands Investments, and PAG Closes $4B Fund

February 18, 2025

Podcast

Adams Street International Expansion, Bluespring Acquisition, PSG & KRR

February 17, 2025

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KCERA Commits $95M, Hightower Names New CEO, and TPG Bullish on 2025 Fundraising

February 13, 2025

Podcast

Meketa Public Markets Director, Wells Fargo Recruits $1.6B Team, Houston Police's $555M Commitment Plan, Hamilton Lane Closes Venture Fund

February 12, 2025

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Maine PERS Mulls Add’l $150M+ to TPG Angelo Gordon’s Twin Brook

February 11, 2025

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San Jose Police & Fire Commits $158M to Alts in December 2024 Deals

February 11, 2025

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Louisiana TRS Allocates $100M to PC, Reviews 4 Int’l Large-cap Equity Managers

February 11, 2025

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Monroe County Taps Hudson Edge in Int’l Equity Search

February 11, 2025

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British Columbia Investment Management Sells Hayfin Capital Stake

February 11, 2025

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Gresham Partners Names Investment Director

February 11, 2025

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Veris Wealth Appoints Advisory Chief, CIO

February 11, 2025

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Kestra’s Bluespring Acquires $560M KY RIA Reliant Wealth

February 11, 2025

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Merit Grows PA Presence with $233M Hershey Wealth Purchase

February 11, 2025

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Emigrant Stakes $2.8B CT HNW Advisor Principle Wealth

February 11, 2025

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Former Truist Advisors Launch Aria Wealth Partners in Central VA

February 11, 2025

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LPL Scores $630M NJ Team from Corebridge

February 11, 2025

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Ameriprise Nabs $130M Metro Sacramento Advisor from LPL

February 11, 2025

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Cresset Rebrands Private Funds Business as Peakline Partners

February 11, 2025

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Oaktree Capital Closes Distressed Debt Fund at $16B

February 11, 2025

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Report: BC Partners Targets €6B Raise for 12th Flagship Fund

February 11, 2025

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Adamantem's Environmental Opportunities Fund Secures $221.1M at Close

February 11, 2025

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Junction Growth Investors Raises €115M for Maiden Fund

February 11, 2025

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Report: Fir Tree to Return Credit Opportunity Fund Capital to Investors

February 10, 2025

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Report: JPM Joins Eltif 2.0 Bandwagon with New Multi-alternatives Fund

February 10, 2025

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Reuters Launches $150M Second Corporate Venture Capital Fund

February 10, 2025

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Longshore Capital Closes Second PE Fund at $325M Hard Cap

February 10, 2025

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Waterfall AM Seeks $750M for Asset-backed Credit Fund

February 10, 2025

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Report: Stonepeak Aims for Q2 First Close on $15B Fifth-gen Infra Fund

February 10, 2025

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Report: Mariner Plans Recruitment Push to Add 250 Senior Advisors

February 10, 2025

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Bryn Mawr Trust Lands Doylestown (PA) Team from Truist

February 10, 2025

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$200M NewSpring Wealth Joins Sanctuary Wealth from UBS

February 10, 2025

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Wells Fargo Nabs $1.6B Metro LA Broadleaf Wealth Team from UBS

February 10, 2025

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Report: Ishbia’s Shore Capital Seeking RIA Acquisitions

February 10, 2025

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Prime Capital Enters Metro Atlanta with Purchase of $1B RIA Sugarloaf

February 10, 2025

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UWM Foundation President Gilbert to Retire

February 10, 2025

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Texas TRS Invests $180M in Private Equity, Real Estate Funds

February 10, 2025

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New Mexico PERA Commits $305M to Real Estate, PE

February 10, 2025

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San Francisco ERS Allocates $344.4M to Six Alts Funds

February 10, 2025

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Allianz, BNP Invest in Natixis’ Second Mirova Sustainable Land Fund

February 07, 2025

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SWEN Capital Partners Raises €112M for Third Mezzanine Debt Fund

February 07, 2025

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VC Firm Kindred Ventures Seeks $200M for Fourth Fund

February 07, 2025

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Hitachi Targets $400M for Fourth Corporate VC Fund

February 07, 2025

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Hamilton Lane's First Venture Access Fund Closes at $615.3M

February 07, 2025

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Report: Alp Ercil to Shutter $3B Hedge Fund, Launch Family Office

February 07, 2025

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Cambridge Appoints New Head of Investment Products, Research

February 07, 2025

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Commonfund OCIO Recruits New CIO from Tulane Endowment

February 07, 2025

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Canadian Pension BCI Offers To Take Infra Firm BBGI Private in £1B+ Deal

February 07, 2025

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Dallas ERF Reduces Ariel Allocation to $40M, Drops Wamco

February 07, 2025

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Kentucky Teachers Commits $50M to Galliard Core Fixed Income Fund

February 07, 2025

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Texas CDRS Allocates $200M to Private Equity, Credit Funds

February 07, 2025

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Houston Police Sees $555M in 2025 Alts Pacing, Commits $15M to NB RESOF II

February 07, 2025

Podcast

Commonfund Deputy CIO, Rockefeller's New $1B Team, Fixed Income Search Finalists, Pension Allocations, Pearl Energy's Near $1B Fundraise

February 07, 2025

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Former Centerbridge Exec Launches Real Assets Specialist Everview

February 06, 2025

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M&G to Acquire Majority Stake in Euro Private Credit Firm P Capital

February 06, 2025

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Report: Apollo in Talks to Build Private Credit Marketplace

February 06, 2025

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Pathway to Offer RIAs Access to Funds through Proteus Platform

February 06, 2025

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BlueOrchard's Second Climate-focused Private Equity Fund Hits $100M

February 06, 2025

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Silver Point Raises $250M at Close of BSL CLO Equity Fund

February 06, 2025

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Cherry Ventures Raises $500M with Aims to Seed Next European Tech Unicorn

February 06, 2025

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o15 Capital Partners Closes Debut Credit Fund at $400M

February 06, 2025

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Mercer Global Advisors Names Head of Client Development

February 06, 2025

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Osaic Expands in Tampa (FL) with $235M Payant Wealth

February 06, 2025

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LPL Recruits $345M Arizona Team From Ameriprise

February 06, 2025

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Corient Acquires $600M Pittsburgh-area RIA Rootstock

February 06, 2025

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Wealth Enhancement Acquires $618M Pacific NW RIA Capstone Wealth

February 06, 2025

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Carnegie Acquires $1.3B Connecticut RIA Eagle Ridge

February 06, 2025

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Hollywood Police Commits $8M to Taurus Fund III

February 06, 2025

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Philly Pension Commits $55M to EIV Fund V, Selects Northern Trust as Custodian

February 06, 2025

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Arizona Public Safety Allocates $450M to Private Equity, Credit Funds

February 06, 2025

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LA Fire & Police Narrows Core FI Search, Extends Eastern Shore Contract

February 06, 2025

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Virginia Retirement Commits $1.5B to Alts, Ends Nitorum, Orchard Investments

February 06, 2025

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Ares Management Names Co-presidents, CEO at Ares Capital

February 05, 2025

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Mayfair Equity Partners Closes Third Growth Fund at £500M

February 05, 2025

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Lexington Partners Launches Co-Investment Vehicle Access Fund

February 05, 2025

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HPS Investment Partners Raises $250M for Latest Direct Lending Fund

February 05, 2025

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FPV Ventures Files for Sophomore Fund After $457M Debut

February 05, 2025

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RFG Advisory Unveils Two New Advisory Firms in CO and NY

February 05, 2025

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RayJay Recruits $110M Tulsa (OK) Advisor from Wells Fargo

February 05, 2025

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Cetera Recruits $250M White Plains (NY) Team

February 05, 2025

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Report: Ampersand Partners Lands $700M CO Wells Fargo Team

February 05, 2025

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Veteran First Republic Team Launches General Catalyst Wealth Platform

February 05, 2025

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New Jersey DOI to Commit Nearly $2B to Nine Alts Funds

February 05, 2025

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Jacksonville P&F Reviews Large Cap Core Candidates, Rebalances US Equity Mix

February 05, 2025

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NY State Common Commits $1.5B to Alts in December 2024

February 05, 2025

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FCERA Commits $140M to Alts, Invites FI Picks, Targets $125M for Private Markets

February 05, 2025

Podcast

Cogenuity Partners' Raise, LegalSuper Job Change and LPL is at it again.

February 05, 2025

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Meketa Recruits Private Markets Wealth Solutions Leaders from Primark, NEPC

February 04, 2025

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Tioga Capital Closes Fourth Real Estate Fund at $125M

February 04, 2025

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CenterSquare Forms $200M CRE Co-invest Debt Fund with Temasek

February 04, 2025

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Heitman Raises $806M at Close of Third Real Estate Debt Fund

February 04, 2025

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Pearl Energy's Fourth Flagship Fund Hits $999.9M Hard Cap

February 04, 2025

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Balbec Capital Tops $1.7B with Latest Global Credit Fund

February 04, 2025

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Morgan Stanley Welcomes Zelin Group from Merrill Lynch

February 04, 2025

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Clearstead Acquires $420M Chicagoland RIA Waveland Family Office

February 04, 2025

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Savvy Wealth Names Chief Growth Officer, Adds $400M Advisor Teams

February 04, 2025

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EP Wealth Buys $500M Criterion Capital Advisors

February 04, 2025

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Commonwealth Financial Network Welcomes Schneider Wealth Strategies

February 04, 2025

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Mercer Global Advisors Buys Financial Partners Group

February 04, 2025

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$1B Pollard Bryan Carl Team Joins Rockefeller from Janney

February 04, 2025

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Ameriprise Recruits $110M Alabama Advisor from Edward Jones

February 04, 2025

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City of Hartford Reviews EME Search Candidates, to Conduct Manager Reviews

February 04, 2025

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CTPF Recommends $30M RE Allocation, PE Pacing, and Consultant RFP

February 04, 2025

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Legal & General Adds £130M to Affordable Housing Strategy

February 04, 2025

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Arkansas TRS Commits $140M to PE & Infra, Considers Shift to SMID Cap Value Fund

February 04, 2025

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Conviction Partners Closes Second Flagship Fund at $230M

February 03, 2025

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Report: Blackstone Taps Deutsche for Distribution of Evergreen PE Fund

February 03, 2025

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Report: Blackstone Prepares Follow Up to $5.2B Tactical Opportunities Fund

February 03, 2025

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Ariel Re Closes First Fundraise of Commingled Fund Offering Lloyd’s Access

February 03, 2025

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Thompson Thrift Tops $230M Target for 2025 Multifamily RE Fund

February 03, 2025

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Stonehenge Capital Completes Fundraise for 21st Tax Equity Fund

February 03, 2025

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Chicago Secondary Firm Orchard Investment Partners Formally Launches

February 03, 2025

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LPL Nabs $600M Charter Oak Team from Osaic

February 03, 2025

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CW Advisors Boosts Boston Network with $800M Double Pickup

February 03, 2025

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Plymouth (MA) Retirement Ups PE Allocation to $5.5M for 2025 Pacing

February 03, 2025

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Chicago Metro Approves 5% Allocation to Infrastructure in Asset Mix

February 03, 2025

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Oregon Public Employees Reviews PE Portfolio, Eyes $3B Pacing for 2025

February 03, 2025

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Florida SBA Commits Nearly $1.3B to Alts Funds in Q4 2024 Deals

February 03, 2025

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Illinois TRS Commences Low Duration FI Search

February 03, 2025

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Cogenuity Partners Raises $425M at Close of Debut Fund

January 31, 2025

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Report: Lighthouse, Fortress Plan Multi-strategy Hedge Funds Merger

January 31, 2025

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Seattle VC Madrona Raises $700M+ Across Two Recently Closed Funds

January 31, 2025

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Report: Fortress Targets $1B for Second Litigation Finance Fund

January 31, 2025

blog

Jefferies Plans Third Private Credit Fund Following $2.1B Fund II

January 31, 2025

blog

Pinnacle Financial Adds Advisors in NC, TN

January 31, 2025

blog

Summit, Merchant IM Buy Stake in $700M Wealth Manager Genex

January 31, 2025

blog

Ex-Lake Street Advisor Launches Wolf Pine Capital

January 31, 2025

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Report: McKinsey Mulls Sale of $23B In-house RIA MIO Partners

January 31, 2025

blog

New Mountain Launches Wealth Platform to Access RIAs

January 31, 2025

blog

San Antonio F&P Invests $25M in CarVal Aviation Fund II

January 31, 2025

blog

San Mateo Allocates $40M to Fourth 400 Capital PC Fund

January 31, 2025

blog

Oakland P&F Narrows Down to Six Picks in Core, Core-Plus FI Manager Searches

January 31, 2025

blog

Mass Water Selects RRA, BGO in RE Debt Manager Search, Mulls Asset Mix Changes

January 31, 2025

blog

NYSTRS Commits $320M to PE, PC, Renews 12 Manager Contracts

January 31, 2025

Podcast

Brightside Joins Pitcairn, CIO Hires, Sequoia Acquires $3.8B Carlson Capital, Consultant Updates, SCV RFP, NM SIC's $700M Private Credit Plan

January 31, 2025

blog

Biotech-focused VC Curie.Bio Raises $342.1M for Second Seed Fund

January 30, 2025

blog

Juvo Seeks $100M for Second Education- and Health-tech Fund

January 30, 2025

blog

Petra Capital Closes Fifth Growth Fund at $270M Hard Cap

January 30, 2025

blog

Pelion Venture Partners Raises $500M for Eighth Early-stage Fund

January 30, 2025

blog

BlackRock Energy Infrastructure Alum’s Lieef IM Establishes First Fund

January 30, 2025

blog

Blackstone Files for Third Asia PE Fund with Rumored $10B Target

January 30, 2025

blog

Healthcare Infra REIT Welltower Launching Private Funds Biz, $2B First Fund

January 30, 2025

blog

Orange County Bancorp Restructures to Boost Wealth Mgmt Business

January 30, 2025

blog

$287M AUA Arco Capital Joins Cetera’s Summit Network from RayJay

January 30, 2025

blog

Blue Lake Wealth Joins Rockefeller Capital from Morgan Stanley

January 30, 2025

blog

Legacy Planning Joins HUB Int’l, Retains Commonwealth Affiliation

January 30, 2025

blog

Report: Audax Group Mulls Sale of CW Advisors Stake

January 30, 2025

blog

AlphaCore Acquires $420M SoCal RIA enTrust Wealth

January 30, 2025

blog

Pitcairn Boosts Alts Advisory with Brightside Partners Pickup

January 30, 2025

blog

Report: Hopkins Lands New CIO Barry from Georgetown

January 30, 2025

blog

NYSIF Commences Search for Private Market Consultant

January 30, 2025

blog

LADWP Selects EM Manager, Extends 2 Manager Contracts, OKs Interim Targets

January 30, 2025

blog

LACERS Targets Up to $700M in 2025 Commitments to Private Credit

January 30, 2025

blog

NMSIC Invests $350M in Alts, Selects PC Manager, Considers 12 Int’l Equity Funds

January 29, 2025

blog

RE Investor Kairos Files for Eleventh Value Strategy Fund

January 29, 2025

blog

Baker Tilly Unveils Renewable Energy Tax Credit Fund

January 29, 2025

blog

Bpifrance's Women-led Investment JV with JPMorgan Nears Launch

January 29, 2025

blog

Sverica Closes RCP, Churchill-backed Continuation Fund

January 29, 2025

blog

Blue Sage Capital Closes Fourth Fund Over Cap at $618M

January 29, 2025

blog

EQT Teases Close of Infra, Asian PE Funds, Plans to Shutter US Multifamily

January 29, 2025

blog

Fiduciary Trust Recruits Atlanta Wealth Director from BofA Private Bank

January 29, 2025

blog

Hawthorn Wealth Management Names CIO

January 29, 2025

blog

Report: Commonwealth Financial Shopping Minority Stake

January 29, 2025

blog

NewEdge Adds Two UHNW Advisors from Edge Capital in Southeast

January 29, 2025

blog

LPL Nabs $1B LA Metro Team from Osaic

January 29, 2025

blog

DC-based $1.6B Goldman Team Moves to Dynasty

January 29, 2025

blog

Navy Federal’s $6.1B AUA Advisory Arm Affiliates with Osaic

January 29, 2025

blog

Sequoia Financial to Acquire $3.8B Carlson Capital

January 29, 2025

blog

StanCERA Commits $25M to Brookfield Strategic Real Estate Partners V

January 29, 2025

blog

Vermont PIC to Commit $35M to US Core Farmland, Reviews 2025 Alts Pacings

January 29, 2025

blog

Frederick County Updates Asset Allocation Structure, Consolidates US Equities

January 29, 2025

Podcast

PSP Investments CIO, Focus Financial $4.1B Seattle Team, PE Consultant RFP, Hedge Fund Search Finalists, 2025 Investment Plans, Grosvenor Emerging Manager Fund

January 29, 2025

blog

Wayne County ERS Gives Marathon $5M Top-up on CMBS Allocation

January 28, 2025

blog

Taunton CRS Invests $7M in PRIM 2025, Eliminates Int’l FI Allocation

January 28, 2025

blog

Chicago LABF Commits $10M to Levine Leichtman VII

January 28, 2025

blog

Baltimore Retirement Interviews Meketa, RVK in Alts Consultant Search

January 28, 2025

blog

Medford CRS Initiates $10M US Small Cap Value Search

January 28, 2025

blog

IL Police Allocates $390M to Oaktree, Names Private Markets Consultant Finalists

January 28, 2025

blog

Report: Merrill Nabs NYC Metro Advisors from UBS, Morgan Stanley

January 28, 2025

blog

Carson Group Lands $365M NorCal Team from Wells Fargo

January 28, 2025

blog

Cetera's Avantax Acquires $180M AUA Affiliate Sweeney Kovar

January 28, 2025

blog

Mission Wealth Buys $400M Houston RIA Logic Capital

January 28, 2025

blog

Arax Grows Mountain West Footprint with $1B RIA Cedrus Financial

January 28, 2025

blog

LPL Completes Integration of $16B in Wintrust Wealth Assets

January 28, 2025

blog

Report: Forum Financial Defectors Launch Bridge Generations Wealth

January 28, 2025

blog

Wealth Partners, Aspire Holdings Stake $2B RIA Wealth Alliance

January 28, 2025

blog

$6.4B SageSpring Leaves RayJay for Dynasty Platform

January 28, 2025

blog

London Impact Investors WHEB, Foresight Group Merge

January 28, 2025

blog

Bridgeway Nets BlackRock OCIO Head to Lead Distribution, Marketing

January 28, 2025

blog

Meaningful Partners' AUM Hits $500M with Second Fund's $150M Close

January 28, 2025

Podcast

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

January 24, 2025

Podcast

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

January 22, 2025

Podcast

Ardian Record Breaking Rise, Focus Financial, LAFPP Commitments

January 17, 2025

Podcast

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

January 15, 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

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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