Evergreen & Interval Funds: archive
Every Evergreen & Interval Funds story in Alternatives, newest first. 19 stories
1 story
CAIA's Bowman wants 'semi-liquid' retired from evergreen pitches
Bowman says the label misstates redemption mechanics, and 'evergreen' is not a sufficient replacement for client conversations.
4 stories
Kacy Walker launches $300M Kinetic Wealth on LPL
The practice leaves Cetera for LPL's supported-independence network; LPL recruited $25 billion in Q2, up 35%.
FINRA suspends ex-Finalis rep five months over $48,000 fund sale
He recommended the purchase in three installments; the fund had no obligation to repurchase interests.
Clearlake Private Markets Fund files N-2/A amendment
The Oct. 23 filing lists Delaware incorporation and a March 31 fiscal year end; the entry carries no offering size, fee table or repurchase terms.
Mount Logan to advise $230M AFA lending fund
The asset purchase gives Mount Logan a second evergreen credit interval fund and about $460 million in combined interval fund assets.
2 stories
UBS completes 360 ONE warrant conversion for 4.8% stake
The Swiss bank paid the remaining 75% on 20,502,939 warrants issued in July 2025, Private Banker International reports.
Madara AI & Frontier Technologies Fund files N-2 registration with SEC
The index entry carries file numbers and an EIN but no fee or repurchase terms.
3 stories
Hard assets outraise credit by $5.3B in third quarter
Alternative fundraising fell 14% to $134.4 billion through September, with credit down 48% and hard assets up 39%, Stanger reports.
Berea endowment names first CIO; Sound Point, Coatue add staff
IFM Investors chose an executive to lead its North American infrastructure business; a Middle East family office added a former endowment executive.
Goldman Sachs leads M&A advisers with $687.6bn in Q1–Q3
Houlihan Lokey advised on 250 deals, the highest count in GlobalData's league table, while Morgan Stanley ranked second on both value and volume.
5 stories
Inspired Healthcare Capital wins $713.5M senior-living sale approval
Eleven orders entered Oct. 13 cover roughly 30 communities; Grapevine and Delray Beach proceeds stay escrowed pending a stipulation.
Alternatives Watch issues checklist for vetting sponsor reports
The checklist calls for specimen reports, a named contact and more frequent updates when liquidity expectations change.
Northern Trust profit rises 40% as UBS agrees to extend fund admin
Net income of $642.9 million included $36.8 million after tax from two gains; wealth management servicing fees rose 9%.
W1M sale enters second round with Bridgepoint, Bain and Aquiline
Rothschild advises on the sale; W1M was formed in 2024 from Waverton and London and Capital.
Tavistock agrees £3m King Financial Planning sale, Atomos exclusivity
Atomos may exchange contracts for Tavistock Group Holdings by Nov. 14, 2026. The Tavistock Private Client change of control still needs FCA approval.
2 stories
Deutsche Bank names Cynthia Lai head of EM managed investments
Lai reports to Vivienne Chia and her team includes Michael Ostro, head of EM alternatives, Private Banker International reports.
Blue Owl Cayman fund reports $916.3M in sales
The Oct. 21 Form D dates the first sale to July 1, 2022; related persons include Blue Owl Alternative Credit Advisors.
1 story
Vistra adds three Yardi modules for real estate debt funds
The modules combine loan administration, covenant tracking and property data in one environment for real estate credit and levered equity funds.
1 story
Aero Capital Solutions Feeder Fund V files Form D with $0 sold
The Oct. 13 filing names a GP entity, a management company and a corporate parent among its related persons.