February 17, 2025 | 11 min
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In this episode, Pat and Konch break down the latest industry updates, including Adams Street’s expansion into Canada and key job moves at Whale Rock Point Partners and Harbor Capital. In RIA/FA M&A, LPL adds a $300M Ameriprise team, Bluespring acquires Reliant Wealth Planning ($560M AUM), and Stolper Asset Management merges with DCH Financial. Institutional highlights include new manager searches, Kern County’s $345M private markets plan, and Florida SBA’s $1.3B Q4 commitments. Plus, fundraising news from PSG ($8B raised) and KKR’s $14B North America buyout fund.
Tune in for the latest in fundraising and investment trends!
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