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

About The Episode

In this episode of the Dakota Fundraising News Podcast, Pat and Konch cover recent job changes, including Katherine Mach’s promotion at World Investment Advisors, Max Miller joining University of Texas/Texas A&M Management, and Andrew Tambone’s new role as VP of Investments at Alberta Teachers Retirement. In RIA/FA M&A news, DeVoe & Company reports a record-breaking October for RIA M&A activity, John Thiel launches Indivisible Partners, and Corient co-founder Jon Tenney departs to establish THECE Wealth Management. Institutional coverage includes new investment plans by Marin County Employees Retirement Association and recent commitments from the Kern County Employees’ Retirement Association, Seattle City Employees’ Retirement System, and Florida State Board of Administration. Fundraising highlights feature Ruya Partners nearing the close of its $250M private credit fund, Saw Mill Capital Partners III closing at $435M, and Pelican Energy Partners’ nuclear energy fund surpassing its $400M hard cap to reach $450M.

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