May 21, 2025 |

Focus Financial, RE RFP, Bank Loan Search, CalSTRS Allocations, Carlyle's Japan Team

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About The Episode

In this episode of the Dakota Fundraising News Podcast, we cover job moves including Humberto Garcia de Alba becoming CEO of BBVA Global Wealth Advisors, Peter Mistina joining QP Global Family Offices, and Bruno Saintonge taking a senior role at Quebec’s RRCEGQ pension. On the RIA side, Focus Financial merges $35B Kovitz into $140B Focus Partners Wealth, while former UBS and Choreo advisors launch GLR Partners and XRSM Wealth. Institutionally, Quincy Retirement starts a $10M PE search, Mendocino County plans a real estate RFP, and CalSTRS commits nearly $3B to Thoma Bravo, CVC, and others. Fundraising news includes Archway’s $100M target and Carlyle’s $2.96B Japan-focused fund. Tune in for the full rundown.

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