CAZ Investments appoints former Houston Texans president Greg Grissom as executive director of sports investing by Released | Jun 12, 2026 CAZ Investments, a Houston-based alternative investment firm, has announced the appointment of former Houston Texans president Greg Grissom as executive director of sports investing.
Steward Partners welcomes Zelniker Dorfman Private Wealth in strategic partnership, expanding its reach in the Northeast and Florida by Released | Jun 12, 2026 Steward Partners, a full-service, employee-owned, independent financial services firm, has announced a strategic partnership with Zelniker Dorfman Private Wealth, marking the largest wirehouse breakaway in its history and adding $2.4 billion in client assets to Steward Partners' platform in its M&A Channel.
Meeder Investment Management expands adviser consulting leadership team with key distribution appointments by Released | Jun 12, 2026 Meeder Investment Management has announced the continued expansion of its adviser consulting leadership team with the appointments of Brian Waeyaert as senior vice president, national sales director and Dan Tracy as senior vice president, head of strategic partnerships.
Debt markets surge to record highs, signaling liquidity cycle on the rise by Released | Jun 12, 2026 A powerful new commercial real estate liquidity cycle continues apace as a hyper-competitive debt market and expanding investor bidding pools signal a turning point for global property markets.
CalPERS names new investment leaders for private assets, total portfolio by Released | Jun 12, 2026 The California Public Employees’ Retirement System has promoted Anton Orlich to deputy CIO for private markets after a global search.
Hines Private Wealth Solutions surpasses $1.1b in DST offerings by Released | Jun 11, 2026 Hines, a leading global real estate investment manager, has announced that Hines Private Wealth Solutions has completed more than $1.1 billion across eight Delaware Statutory Trust (DST) offerings from qualified investors, since the launch of the Hines Real Estate Exchange (HREX) platform in 2022.
Croatan Investments expands fundraising team by Released | Jun 11, 2026 Croatan Investments, a rental housing investment manager serving private wealth and institutional capital, has announced the recent addition of Arash Najafi as senior vice president of investor relations and capital markets.
ExchangeRight fully subscribes $58.6m net-leased portfolio 72 DST by Released | Jun 11, 2026 ExchangeRight, a provider of diversified REIT and DST investments, has announced the full subscription of Net-Leased Portfolio 72 DST.
Allocate and Dynasty Financial Partners expand partnership to power private market access and solutions by Released | Jun 11, 2026 Allocate, the private markets operating system for wealth advisory firms and fund managers, has announced an expanded partnership with Dynasty Financial Partners, one of the largest platforms serving independent registered investment advisories (RIAs) with $125 billion in assets under administration as of the fourth quarter of 2025.
Capital Square launches all-cash DST offering of two active-adult communities in Texas by Released | Jun 11, 2026 Capital Square, a sponsor of tax-advantaged real estate investments and a national developer and manager of housing communities, has announced the launch of CS1031 Texas Active Living Portfolio II, DST.
Mission Wealth announces two strategic mergers, marking continued growth in 2026 by Released | Jun 10, 2026 Mission Wealth recently completed two strategic mergers with independent wealth advisory firms, representing the firm's third and fourth partnerships completed this year.
SUBSCRIBE and Envestnet establish strategic partnership to incorporate alternatives within unified managed accounts by Released | Jun 10, 2026 SUBSCRIBE, a global fintech company providing the leading enterprise operating system for alternative investments, and Envestnet, an Adaptive WealthTech company, has announced a strategic partnership that will enable advisers to incorporate investments made via SUBSCRIBE's alternative investments platform within Envestnet's unified managed account (UMA) and Tamarac platforms.
MAI Capital Management expands Northeast presence with addition of Saybrook Wealth Group by Released | Jun 10, 2026 MAI Capital Management, a registered investment adviser (RIA) focused on empowering clients to simplify, protect and grow their wealth, has announced the acquisition of Saybrook Wealth Group, an Old Saybrook, Connecticut-based RIA with approximately $273 million in assets under management (AUM).
Cliffwater appoints Sean Brenan as head of real estate and portfolio manager of Cascade Real Assets Fund by Released | Jun 10, 2026 Cliffwater, a private markets interval fund manager, has announced the appointment of Sean Brenan as head of real estate and portfolio manager of Cascade Real Assets Fund.
Hightower expands the Hightower Family Office for ultra-high-net-worth families by Released | Jun 10, 2026 Hightower Advisors have announced the expansion of the Hightower Family Office, broadening the capabilities and support available to ultra-high-net-worth clients through Hightower advisers.
