Where the capital moves — PE and VC activity touching wealth management, fund launches, and raises. 5 stories this week · 105 total.
The four Oct. 26 Form Ds show $75,000 to $734,000 per series; iCapital and 8VC vehicles disclosed no sales.
The Oct. 16 filings cover Series 4 and 5 onshore and Series 4 SP and 5 SP offshore; Atreides Management LP is listed as a related person, not the issuer.
Jyske expects to complete both acquisitions with effect from 2 November.
Sosteneo closed its Clean Energy Infrastructure Fund II at $504 million.
Four real estate deals closed in the same window and total $407.5 million, just under the $412 million from the two wealth-management transactions.
Original analysis from PWD Editors, built from our data and many sources.
A $714 million median disclosed deal, $6.8 billion of moving advisor books and Mariner's $150 million loan add-on show financing and integration setting the pace.
The week's deal, movement and flow data show consolidation and recruiting still running, but leverage, custody minimums and metered vendor costs are shifting the bill to RIAs.
Owners of $250 million-to-$1 billion RIAs sell into a market defined by closed sub-$1 billion deals and founders who stayed, not by headline AUM.
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