Interval funds reach net asset value of $107.7b, according to Robert. A Stanger report by Elise Mackanych | Apr 15, 2025 Interval funds reached an aggregate net asset value of $107.7 billion in first quarter 2025, according to data from Robert A. Stanger and Company.
Infinity Capital Partners launches alternative investment digital platform by Elise Mackanych | Apr 15, 2025 Infinity Capital Partners, an alternative investment solutions provider, has announced the launch of Infinity Marketplace, a digital platform that offers access to alternative investments to registered investment advisers (RIAs) and family offices.
Advisers join Wells Fargo network and launch SoundRidge Private Wealth by Elise Mackanych | Apr 15, 2025 Noah Doyle and Charles Princiotto have joined Wells Fargo Advisors Financial Network (FiNet) and launched SoundRidge Private Wealth, a financial advisory practice.
Urban Standard Capital expands partnership with GCM Grosvenor by Elise Mackanych | Apr 15, 2025 Urban Standard Capital, an institutional real estate investment firm, has announced an expansion of its partnership with GCM Grosvenor, an alternative asset management solutions provider.
Stoic Equity Partners launches industrial real estate fund for accredited investors by Released | Apr 15, 2025 Stoic Equity Partners, a commercial real estate investment manager and sponsor, has announced the launch of SEP Industrial Holdings II.
Coller Capital adopts SUBSCRIBE operating system by Elise Mackanych | Apr 14, 2025 Coller Capital, a global investment firm, has partnered with SUBSCRIBE, an alternative investments platform.
Northern Trust appoints John Massey as senior managing director by Released | Apr 14, 2025 Northern Trust has announced that John Massey was promoted to senior managing director for the firm’s Foundation & Institutional Advisors (FIA) practice in the East Region.
Inland Real Estate Investment announces sale of 252-unit multifamily community near Denver by Released | Apr 14, 2025 Inland Real Estate Investment Corp., a real estate investment manager, has announced the sale of Solaire Apartments, a 252-unit multifamily community located in Brighton, Colo.
REITs raised $12.2b in Q1 2025, amid slow M&A activity by Elise Mackanych | Apr 14, 2025 U.S. REITs raised $12.2 billion in debt and equity during first quarter 2025, according to Nareit.
Hedge funds consider outsourcing in response to increasing cost pressures by Elise Mackanych | Apr 14, 2025 Hedge funds are considering outsourcing noncore operations, as well as considering fee reductions in response to operational costs, the complexity of funds and pressure from investors, according to IG Prime, hedge fund and family office brokerage.
Charles Schwab expands its alternatives investment platform to clients with $5m in assets by Elise Mackanych | Apr 11, 2025 Charles Schwab has released its new alternatives investment platform, Schwab Alternative Investments Select, which is available to all eligible clients with more than $5 million in household assets.
Ares Industrial Real Estate Income Trust announces leadership changes by Andrea Zander | Apr 11, 2025 Rajat Dhanda has stepped down from the board at Ares Industrial Real Estate Income Trust, succeeded by Martin Edmondson, while Scott Recknor, head of asset management, has announced his intention to retire, reported AltsWire.
Modern Wealth adds $1b in AUM with two new California acquisitions by Andrea Zander | Apr 11, 2025 Modern Wealth Management has acquired two California-based firms, bringing its assets under management (AUM) to more than $7 billion.
State Street Global Advisors launches Retirement IndexPlus Strategy by Elise Mackanych | Apr 11, 2025 State Street Global Advisors has launched its State Street Retirement IndexPlus Strategy, which will provide access to public and private markets in a diversified strategy for defined contribution plans.
Waverly Advisors acquires Fiduciary Wealth Advisors by Released | Apr 11, 2025 Waverly Advisors, a federally registered investment adviser (RIA) that specializes in investment management, financial planning and wealth management solutions for a diverse group of high-net-worth individuals, corporate retirement plans and institutional clients, has acquired Fiduciary Wealth Advisors (FWA), a wealth management firm located in Sarasota, Fla.
