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Stay ahead of the latest trends in wealth management, institutional investing, and private markets with Dakota’s daily newsletter — your go-to source for key updates on fund allocations, manager moves, and industry shifts.
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Institutional Allocator News
South Carolina RSIC committed $260M to Falfurrias Capital VI and Cendana Sandstorm. Tulare County will decide on a $35M real estate debt allocation to Beach Point on February 26. North Dakota SIB restructured its equity portfolio, hiring T. Rowe Price and Wellington Management. Alameda County (ACERA) invested $60M in Orchard Global’s private credit fund. Mercer is acquiring SECOR Asset Management, adding $13.8B in assets under advisement.
Wealth Allocator News
Natixis Wealth is acquiring €1.1B Dorval Asset Management to expand its investment offerings. Creative Planning bought $290M RIA Maxwell Wealth, its third acquisition this year. Rockefeller Capital added Broderick Mingelgreen Wealth Partners from Stifel. Raymond James recruited $160M advisor Matt Schultz, while Stephens hired Curtis Wethington from LPL.
Private Fund News
Carlyle will launch Fund IX in 2H 2025 to revive its private equity business. Madison River Capital closed its $370M debut fund, and Strategic Value Partners is raising $6.5B for distressed credit. Neuberger Berman secured $1.6B for specialty finance, KKR raised $850M for real estate credit, and Cuadrilla Capital surpassed $500M AUM. Greenfield Partners hit $1B AUM, and AREP raised $309M for its latest real estate fund.
Other News
Barings is acquiring $11B Artemis Real Estate Partners. Carlyle is expanding its wealth team by 50% after $4.5B in 2024 inflows. EQT named Per Franzen as CEO. Blackstone and Corsair may sell First Eagle for $4B. Easterly AM hired Paul Citarell, and BlackRock is converting its Municipal Income Fund into an interval fund.
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