MAI Capital Management partners with iCapital by Released | May 6, 2025 MAI Capital Management, a registered investment advisory firm, has announced a partnership with iCapital, a global fintech platform. Through the integration of iCapital’s technology into MAI’s custom platform, MAI’s in-house investment team can easily view, manage and administer clients’ existing and future alternative investments.
Industry veterans from Morgan Stanley join Americana Partners by Released | May 6, 2025 Houston-based Americana Partners, an independent wealth management firm with more than $9 billion in assets under management (AUM), has announced the addition of four industry professionals from Morgan Stanley's Houston office.
Ares Management raises $20b in first quarter of Q1 2025 by Elise Mackanych | May 6, 2025 Ares Management Corp. saw a large jump in fundraising activity in first quarter 2025. At $20 billion raised in gross new capital commitments, Ares saw its highest achieving first quarter, signifying optimism in the real estate sector for 2025.
Crewe Advisors announces key leadership changes by Released | May 6, 2025 Crewe Advisors has brought on Seth Merrill as CIO and partner, and the firm has appointed Dustin Thackeray as head of portfolio management.
T. Rowe Price Group seeks partnerships with alternative investment managers, according to Bloomberg by Elise Mackanych | May 6, 2025 Rob Sharps, CEO of T. Rowe Price Group, expects private assets to enter retirement accounts in the near future. Retirement investors are seeking to trade liquidity for return, given the long-term nature of the investments, said Sharps in a statement. Given this expectation, the firm is seeking partnerships with alternative investment managers.
Peachtree Group launches DST for 114-room hotel on the Jersey Shore by Elise Mackanych | May 5, 2025 Peachtree Group has launched a Delaware statutory trust (DST) to invest in the Residence Inn Ocean Township, a 114-room hotel on the Jersey Shore in New Jersey.
TPG launches sports investing business, TPG Sports by Released | May 5, 2025 TPG, a global alternative asset management firm, has announced the launch of TPG Sports, an investing business focused on partnering with companies, teams and sports leagues.
BKM Capital Partners, Kayne Anderson Real Estate for $1.5b JV to acquire high-growth light industrial real estate by Andrea Zander | May 5, 2025 BKM Capital Partners (BKM) and Kayne Anderson Real Estate, the real estate investment arm of Kayne Anderson, have entered into a $1.5 billion joint venture partnership focused on light industrial real estate.
Franklin Templeton appoints Jeff Masom as head of global wealth management alternatives by Elise Mackanych | May 5, 2025 Franklin Templeton has appointed Jeff Masom as head of global wealth management alternatives, while maintaining his role as head of U.S. distribution, as of May 1, 2025.
Adviser fees are expected to drop in the next two years, according to Cerulli Associates by Elise Mackanych | May 5, 2025 Advisers’ fees may begin to decrease, as clients are demanding additional services and lower fees, says ThinkAdvisor on a recent Cerulli Associates report.
Lido Advisors partners with Copperwynd Financial by Released | May 2, 2025 Lido Advisors, a wealth advisory firm with more than $29 billion in assets under management, has announced it will be partnering with Copperwynd Financial, a Scottsdale, Ariz., based registered investment adviser (RIA) focused on providing high-net-worth families with financial planning.
Blackstone launches private multi-asset credit and income fund by Released | May 2, 2025 Blackstone has announced the launch of Blackstone Private Multi-Asset Credit and Income Fund (BMACX), the firm’s first private multi-asset credit interval fund. Investors can now access BMACX through select registered investment advisers.
Eldridge Capital Management announces key leadership appointments by Released | May 2, 2025 Eldridge Capital Management, an alternative investment firm and a division of Eldridge, has appointed Leo van den Thillart as global head of capital formation and Robert White as head of capital formation, Americas.
CW Advisors acquires Wolf Group Capital Advisors and Parsons Capital Management by Released | May 2, 2025 CW Advisors, a registered investment adviser (RIA) headquartered in Boston, has announced it has acquired Wolf Group Capital Advisors (WGCA) and Parsons Capital Management.
CBRE appoints Brandon McMenomy as senior director, client solutions office by Released | May 2, 2025 Brandon McMenomy has joined CBRE Investment Management (IM) as senior director, client solutions officer, joining the Americas-based team responsible for fundraising and investor relations for U.S. clients.
