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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- SambaNova
Receives a $3.5 billion chip commitment for low-latency edge inference.
Crusoe, Microsoft and Akashi plan 628MW of data-center capacity - Vector Core Compute
Committed $3.5 billion to SambaNova chips for low-latency edge inference.
Crusoe, Microsoft and Akashi plan 628MW of data-center capacity - Ladenburg Thalmann Asset Management
Cited Osaic affiliate for asset management among Freehold's tiebreakers.
Osaic adds $576M Freehold team from Stifel Independent Advisors - Bquest
Selected by Sanctuary to provide aging-care and longevity tools
Sanctuary Wealth adds bQuest aging-care tools for partner firms - Fitch Ratings
Fitch Ratings scored standalone wealth managers, advisory firms, private banks and retail banks at 40 out of…
Fitch scores wealth managers 40 out of 100 on AI disruption risk - Golden Acacia Capital
Manages offshore portfolios for Chinese clients planning U.S. account moves.
Beijing's 20% trust tax sends wealthy Chinese to U.S. banks - PHP Foundation
which maintains the language, urged firms to ask their hosting provider whether the site runs PHP
PHP2Shell flaws put RIA website vendors under 72-hour breach-reporting duty - BitGo
Co-announced HODL Margining, which lets eligible investors borrow against crypto
Kalshi Prime pitches RIAs perpetual futures with crypto-backed loans for eligible investors - Kalshi Katalyst
The loans are made by Kalshi Katalyst, a Kalshi affiliate that, unlike the Kalshi Prime futures business
Kalshi Prime pitches RIAs perpetual futures with crypto-backed loans for eligible investors - Kalshi Prime
Announced HODL Margining to let eligible investors borrow crypto to fund futures
Kalshi Prime pitches RIAs perpetual futures with crypto-backed loans for eligible investors - Atlantic Wealth Partners
Named as Mariner's most recent disclosed acquisition, with $218M in assets
Mariner Wealth Advisors seeks $150 million loan add-on; Moody's sees year-end debt/EBITDA at 6.7x - BCRED
Redemption requests at fund stayed elevated in the third quarter
Blackstone private wealth AUM hits record $330 billion as distributable earnings fall 9% - BXINFRA
Infrastructure vehicle raised $1.1 billion, its strongest quarter since launch
Blackstone private wealth AUM hits record $330 billion as distributable earnings fall 9% - Wellington Management
First two funds from its Blackstone alliance went live in Q3
Blackstone private wealth AUM hits record $330 billion as distributable earnings fall 9% - Wells Fargo Wealth & Investment Management
Published a study comparing inheritance experiences of parents and children.
Wells Fargo survey finds 61% of affluent adult children report inheritance conflict - Cambridge Investment Research
Selected as AmeriFlex broker-dealer and became minority partner
AmeriFlex recruits 17 advisors with $1.4B in Q3, targets $4.9B for year - Mariner Independent
Its 1099-only platform was pitched as a way to shed obligations and keep brand.
Mariner and Wealthcare pitch giving up Form ADV to join 1099 platforms - Wealthcare Capital Management
Its ADV faced an SEC audit with 104 cybersecurity questions last year.
Mariner and Wealthcare pitch giving up Form ADV to join 1099 platforms - Coatue
Filed for CT 181 LP, a private equity fund, with no sales reported.
RIA deal volume falls 17% in Q3 as $5B-plus sellers set record - CT 181 LP
Private equity fund filed with undisclosed offering and no sales.
RIA deal volume falls 17% in Q3 as $5B-plus sellers set record - Dream SPV Micro1 2 LLC
Reported $7.5 million sold against an undisclosed offering amount.
RIA deal volume falls 17% in Q3 as $5B-plus sellers set record - Duke Capital Partners series — 2609A, 2609B and 2609C
Three series together reported about $1.95 million in sales.
RIA deal volume falls 17% in Q3 as $5B-plus sellers set record - Eclipse SPV XXXVII, L.P.
Venture capital fund filed for a $10 million offering with nothing sold.
RIA deal volume falls 17% in Q3 as $5B-plus sellers set record - Mubadala Investment Company
In talks to acquire UK wealth management business for about £1 billion
Centerbridge and Mubadala in talks to buy Canaccord UK wealth unit - Mubadala Investment Company
Joins Centerbridge in talks to buy Canaccord Genuity's UK wealth business
Centerbridge and Mubadala in talks to buy Canaccord UK wealth unit for about £1bn
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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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