Private equity in wealth

Where the capital moves — PE and VC activity touching wealth management, fund launches, and raises. 4 stories this week · 105 total.

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Private equity in wealth stories, page 2

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Mercer cuts debt cost 175 basis points and arms for more buying

40 days ago

Blank Form Ds are options on a distribution rail that hasn't arrived

40 days ago

Apex pairs a front end with its rail to win banks

40 days ago

Savvy's $600 million mark prices LPL's unfinished AI answer

41 days ago

The week's largest AI number is a credit negotiation

41 days ago

Amundi's €620 million buys ten years of ICG shelf space

41 days ago

Robinhood buys an underwriting seat to feed TradePMR's IPO shelf

42 days ago

The AI-wealth premium moves from the model to the pipes

42 days ago

Duffield writes his own Series E to own the RIA's plumbing

42 days ago

Pave's $15 million Series A prices the custodian plumbing

43 days ago

The premium has moved from the book to the gatekeeper

43 days ago

Bessemer filed the adviser class before the capital

43 days ago

Pave's $100 million valuation is a bet on advisor distribution

44 days ago

Real assets closed; AI and wealth kept talking

45 days ago

Vanguard's $4.6 billion buys the account rail

46 days ago

The Pentagon moves from AI referee to AI capital partner

47 days ago

Three wealth platforms just bought a stake in the estate file

48 days ago

Luminary's $22 million round puts its buyers on its cap table

48 days ago

Edward Jones buys the NIL introduction

50 days ago

Edward Jones buys an introduction to NIL-earning athletes

50 days ago

Blind pools sit while pre-sold wrappers fill

50 days ago

AI capital buys the grid before chips switch on

51 days ago

Private-markets shelf restocks with healthcare and royalties

52 days ago

AI capital moves downstream to power and cooling

53 days ago

The private-markets gateway is now the M&A target

56 days ago

Allworth and Sequoia buy capabilities, not just AUM

57 days ago

The $642M the SPV noise nearly hid

58 days ago

The marginal dollar skips the flagship for a series LLC

59 days ago

AI capital rotates to the grid and connectivity layer

60 days ago

Blue Owl's $2.4B GPU financing is a private-credit template

61 days ago

Parked capital stocks the private-markets gateway

61 days ago

AI's physical layer dominates 48-hour deal flow

62 days ago

Victory Capital's $7 billion First Eagle buy is a distribution play

63 days ago

The $280 million tell in Victory's First Eagle deal

63 days ago

Victory Capital's $7B First Eagle deal is a private-credit bet

63 days ago

Vanguard's Altruist buy is a bet on tax season

63 days ago

Private capital's barbell has no middle fund

64 days ago

BlackRock explores sale of TCP Capital's $671m loan book

64 days ago

The marginal dollar is chasing megawatts

65 days ago

Feathery raises $30M to automate the custodian handoff

65 days ago