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The people and firms behind the headlines. Follow their coverage, explore their profiles, and see what brought them into the news.
Search the network’s Firm & Fund Lookup- Rexford
Sold $1.3 billion of Southern California industrial property in Q3
Hard assets outraise credit by $5.3B as fundraising falls 14% - Rexford Industrial
Sold $1.3B of Southern California industrial property in Q3
Hard assets out-raised private credit by $5.3B in Q3 - Savvy Advisors
Building a platform for RIAs frustrated with their custodians
Why custodians guard the sweep yield as clients buy Treasury ETFs - SEI Carlyle Private Markets Fund
May filer planning at least 60% in Carlyle-managed private markets
Credit interval fund redemptions reach 79% of gross sales - Senior Credit Master Fund IV
Filed by Ares on Oct. 19 as part of credit fund pipeline
Credit interval fund redemptions reach 79% of gross sales - Senior Direct Lending Core BYOT Master Fund
Filed by Ares alongside Senior Credit Master Fund IV on Oct. 19
Credit interval fund redemptions reach 79% of gross sales - Sierra Ridge Advisor Group
Sierra Ridge Advisor Group took $2.1 billion to Cetera in August
UBS Bought $5.3 Billion of Recruits and Lost $11 Billion - Silk Cloud
Plans Blackwell Ultra GPUs against Silknet's 2027 data center schedule
Hard assets outraise credit by $5.3B as fundraising falls 14% - Silknet
Its 2 MW Tbilisi data center is due in 2027, per schedule
Hard assets outraise credit by $5.3B as fundraising falls 14% - Truist Equity Funding
Sold FedEx a Chatham County warehouse at about $174 per square foot
Hard assets out-raised private credit by $5.3B in Q3 - Vistria Group
Agreed to buy majority stake in Curi Capital, terms undisclosed
RIA sale prices depend on client retention and deal structure - WCM
Registered an interval fund in June amid category registrations
Credit interval fund redemptions reach 79% of gross sales - Vista Equity Partners
Partnered with Cerulli on the 68-firm AI maturity study
RIA AI maturity tracks governance structure, not tech spend - Alpha Edison Management Company, LLC
Appeared on the SEC adviser list with $738M in reported assets.
ADV Watch: Mercury Advisory, LLC reports a $4.63 billion asset gain; 35 advisers join the SEC list, 13 leave - Avivar Advisors
Changed its name from Avivar Capital, LLC in a Form ADV filing.
ADV Watch: Mercury Advisory, LLC reports a $4.63 billion asset gain; 35 advisers join the SEC list, 13 leave - Axim Planning & Wealth
Reported an $87.9M asset decline, a 69% drop, in its latest filing.
ADV Watch: Mercury Advisory, LLC reports a $4.63 billion asset gain; 35 advisers join the SEC list, 13 leave - Beau Morgan Advisors
Reported a $270M asset gain, a 34% increase, in its latest filing.
ADV Watch: Mercury Advisory, LLC reports a $4.63 billion asset gain; 35 advisers join the SEC list, 13 leave - Bollin Wealth Management, LLC
Appeared on the SEC adviser list with $153M in reported assets.
ADV Watch: Mercury Advisory, LLC reports a $4.63 billion asset gain; 35 advisers join the SEC list, 13 leave - Boundary Creek Advisors LP
Was no longer listed after last reporting $49.8M in assets.
ADV Watch: Mercury Advisory, LLC reports a $4.63 billion asset gain; 35 advisers join the SEC list, 13 leave - Brave New Wealth
Appeared on the SEC adviser list with $131M in reported assets.
ADV Watch: Mercury Advisory, LLC reports a $4.63 billion asset gain; 35 advisers join the SEC list, 13 leave - Brighthaven Financial Advisors
Appeared on the SEC adviser list with $107M in reported assets.
ADV Watch: Mercury Advisory, LLC reports a $4.63 billion asset gain; 35 advisers join the SEC list, 13 leave - Camerata Capital
Changed its name from CMK Partners, LLC in a Form ADV filing.
ADV Watch: Mercury Advisory, LLC reports a $4.63 billion asset gain; 35 advisers join the SEC list, 13 leave - Cannon Global Investment Management, LLC
Was no longer listed after last reporting $92.9M in assets.
ADV Watch: Mercury Advisory, LLC reports a $4.63 billion asset gain; 35 advisers join the SEC list, 13 leave - Carapace Financial Advisors LLC
Appeared on the SEC adviser list with $106M in reported assets.
ADV Watch: Mercury Advisory, LLC reports a $4.63 billion asset gain; 35 advisers join the SEC list, 13 leave - Evolution Vision Wealth Management
Was no longer listed after last reporting $65.4M in assets.
ADV Watch: Mercury Advisory, LLC reports a $4.63 billion asset gain; 35 advisers join the SEC list, 13 leave
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Rankings count distinct stories published by Private Wealth Daily in the selected period. Repeat versions of the same story count once. Ties go to the most recent coverage. Firms includes named funds.
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