Rockefeller Global Family Office adds private adviser team outside of New York City by Released | Apr 18, 2025 Rockefeller Global Family Office, the wealth management division of Rockefeller Capital Management, has announced the addition of Chase Newman Riordan Wealth Partners – the firm’s first private adviser team to be headquartered in Florham Park, N.J.
GoldState Music raises $500m in strategic capital by Released | Apr 18, 2025 GoldState Music, a premier music rights investment platform, has announced that it has raised $500 million in strategic capital.
Brookfield Asset Management appoints Alper Daglioglu to lead its investment solutions group by Released | Apr 18, 2025 Brookfield Asset Management, a leading global alternative asset manager headquartered in New York with more than $1 trillion of assets under management, has announced that Alper Daglioglu has joined Brookfield to lead the firm’s newly formed investment solutions group (ISG).
Inflation tops tariffs in investor concerns, according to Morgan Stanley survey by Released | Apr 18, 2025 Morgan Stanley Wealth Management has announced the results of its quarterly retail investor pulse survey, with findings indicating that bearishness rose, inflation remains a major concern and there’s doubt regarding rate cuts.
Cove Capital Investments acquires two industrial assets near Houston by Released | Apr 18, 2025 Cove Capital Investments, a Delaware Statutory Trust (DST) sponsor company that specializes in providing accredited investors access to debt-free options for their 1031 exchange and direct cash investments, announced it has completed the acquisition of two properties to finalize its new Texas Small Bay Industrial Portfolio 86 DST offering.
Easterly Asset Management appoints two senior vice presidents of sales by Released | Apr 17, 2025 Easterly Asset Management, a provider of investment solutions across alternatives, active equity and active fixed income, has announced the appointments of José Cervantes as senior vice president of sales, Midwest, and Cameron Zokeai as senior vice president of sales, Southwest.
Pure Financial Advisors acquires Fairhaven Wealth Management by Released | Apr 17, 2025 Pure Financial Advisors, a San Diego-based financial education, planning and investment advice company, announced it has acquired Fairhaven Wealth Management, located in the Chicago suburb of Wheaton, Ill.
Keyaki Capital launches Japan’s first online private asset investment platform by Released | Apr 17, 2025 Keyaki Capital, a Tokyo-based, venture capital-backed and tech-enabled financial services platform led by CEO Taiki Kimura, has announced the official launch of its online private asset investment platform.
REITs are utilizing joint venture strategies to support growth by Elise Mackanych | Apr 17, 2025 Joint ventures are becoming more popular among real estate investment trusts (REITs) that are growing, according to Nareit.
Crayhill Capital Management closes third flagship fund with more than $1.3b by Released | Apr 17, 2025 Crayhill Capital Management, a $3 billion alternative asset management firm specializing in asset-based finance, has announced the close of Crayhill Principal Strategies Fund III, with approximately $1.31 billion of capital commitments, including $162 million of committed co-investment capacity, exceeding its $1 billion target.
Demand for private market access increases, according to Adams Street’s 2025 Advisor Outlook by Released | Apr 16, 2025 Adams Street Partners, a private markets investment firm with more than $62 billion in assets under management (AUM, has released its inaugural Advisor Outlook Report.
Blackstone, Vanguard and Wellington Management partner to increase access to investments by Released | Apr 16, 2025 Wellington Management (Wellington), Vanguard, and Blackstone have announced an alliance to transform how investors access institutional-caliber investment opportunities.
EP Wealth Advisors partners with AlphaMark Advisors, adding $385m in AUM by Released | Apr 16, 2025 EP Wealth Advisors (EP Wealth), a fee-only registered investment adviser (RIA) with a growing national footprint, has announced its partnership with AlphaMark Advisors, a respected wealth management firm based in Fort Wright, Ky.
CAIS expands investment solutions through new capital markets division by Released | Apr 16, 2025 As financial advisors increasingly adopt defined-outcome strategies to capture market opportunities, manage risk and meet client goals, CAIS, an alternative investment platform for independent financial advisors, has announced an expansion of its defined-outcome capabilities through CAIS Capital Markets, a new division.
Manulife Private Equity Partners III closes at $660m by Elise Mackanych | Apr 16, 2025 Manulife Investment Management, a company of Manulife Wealth & Asset Management, has announced the closing of approximately $660 million in commitments to Manulife Private Equity Partners III.
