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Institutional Investor News
Limited partners are leaning into hedge funds and private credit amid market uncertainty, according to Barnes & Thornburg’s 2025 Investment Funds Outlook. Of the 121 U.S. LPs and GPs surveyed, 83% expect rising hedge fund inflows, especially into long-short equity and fixed income strategies. Private credit also drew strong confidence, with 80% anticipating growth in the space and many firms adding or building strategies. Despite these bright spots, GPs face headwinds in fundraising, and LPs continue to navigate liquidity stress. Meanwhile, institutions like FRR, Ohio SERS, and Nashville’s benefit trust fund announced commitments across secondaries, private credit, and VC, underscoring continued activity in alternatives.
Wealth Channel News
Former IRS economist Alex Ruda has launched Ruda Financial, a fee-only RIA in Maryland aimed at tax-conscious professionals. Leveraging macroeconomic expertise, Ruda is focusing on evidence-based investment planning and personalized service. On the M&A front, Osaic acquired the $700M Innovative Wealth Team, while Centurion Wealth expanded through the purchase of Metrics Money Management. Advisor movement remains strong: two UBS teams with $1.2B in assets left for Merrill Lynch and Ameriprise. Raymond James also added Seebol Wealth Advisors from Morgan Stanley. Meanwhile, global wealth firms are investing in family office platforms and private market access to meet demand from UHNW clients.
Private Fund News
17Capital closed its sixth NAV finance fund with a record $5.5B, signaling strong demand for flexible GP capital solutions. The fund, backed by institutions across four continents, has already deployed $2.5B and reinforces 17Capital’s leadership in NAV-based lending. In private equity, Pacific Avenue launched Fund II following its $500M debut, while RA Capital closed its $120M Planetary Health Fund to back sustainability-driven startups. Ares Management is planning a media and sports-focused fund targeting wealthy individuals. In private credit, I Squared Capital raised $1.7B for infrastructure credit, and Motilal Oswal closed India’s largest real estate credit fund at $231M, highlighting global momentum in alternatives.
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