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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 Investor News
Oklahoma Police Pension launched an RFP for an all-cap core international equity mandate sized $150M–$225M. Idaho PERS hired Baird Advisors, Dodge & Cox, and JP Morgan for new fixed income mandates. Jacksonville Retirement selected Geneva Capital for its SMID growth portfolio. St. Louis Public School Retirement reallocated $48M to Loop Capital and Wellington within its fixed income portfolio.
RIA and Wealth Channel News
Former JPMorgan executives Kelly Coffey and Christine Leong launched Verita Strategic Wealth in San Francisco. SLK Private Wealth exited Sanctuary Wealth to go independent with $1.5B AUM. The Northshore Group, a $1.5B Wells Fargo team, joined &Partners. KRM Investment Counsel joined Arkadios Capital with $350M AUM. Uniting Wealth Partners launched with $550M in assets and plans to reach $1.5B. RayJay recruited $130M advisors Vasilik and Rossy in New York.
Private Fund News
StepStone Real Estate closed SREP V with $3.77B in primary commitments. Allied Industrial Partners closed its debut fund at a $300M hard cap. 92 Capital launched a €350M nuclear energy fund. FPV Ventures closed Fund II with $525M. EFM and Sojitz announced a $200M climate-smart forestry fund. eQ Asset and RCP Advisors raised $168M for eQ PE XVII US. Volution and SBI Investment launched a $100M fintech and AI fund. Coinbase launched a Bitcoin Yield Fund targeting 4%-8% net annual returns. Cerberus Ventures raised $74.7M for its first VC fund focused on critical tech sectors.
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