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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- Lakewood Wealth Management
Ann Arbor firm whose three advisors LPL recruited; team reported $170M.
LPL Financial to report third-quarter earnings after market close Oct. 27 - LPL Financial Holdings Inc.
Wealth platform scheduled to report Q3 results after market close Oct. 27.
LPL Financial to report third-quarter earnings after market close Oct. 27 - Forge Services Inc.
Parent of Forge Trust Co. included in the sale to Alto
Alto to buy Forge Trust from Schwab, pooling $20 billion in retirement assets - Spire
Being acquired by Concurrent for $5.4B as first platform deal
Cresset is pursuing National Advisors Trust to build a $13.1 billion trust platform - Baseline Wealth Management
Earlier acquired by Creative Planning; oversaw about $1 billion
Creative Planning hires Ovi Vitas as chief marketing officer - MASECO LLP
Acquired by Creative Planning, adding 123 employees and $5B
Creative Planning hires Ovi Vitas as chief marketing officer - Dunham
Modeled $1M portfolio running dry in year 34 at 4% net return
Why Northern Trust and Citi are adding senior trust executives - Northern Trust
Added senior family-office and trust executives to retain next generations
Why Northern Trust and Citi are adding senior trust executives - Blue Owl Credit Income Corp.
Saw Q3 redemption demand ease to 16.8% of shares
Blue Owl tech fund draws redemption requests for 39% of shares - Blue Owl Technology Income Corp.
Reported Q3 redemption requests equal to 39% of shares
Blue Owl tech fund draws redemption requests for 39% of shares - Betterment Advisor Solutions
Waives platform fee through 2028 for Fidelity-custodied advisory firms
Fidelity sets $100 million custody minimum; Betterment waives fees through 2028 - Altera
Filed two Oct. 5 funds, both listing related persons.
EquityZen files two series and Altera two funds as Bewater reports no sales - Altera QSBS Fund, LLC
Reported $12.8M sold; first sale was Sept. 30.
EquityZen files two series and Altera two funds as Bewater reports no sales - Altera Silas Access 2, LLC
Reported $5.3M sold; first sale was Sept. 30.
EquityZen files two series and Altera two funds as Bewater reports no sales - Apeira Capital's Strategic Access Fund, LP
Two series raised $15.2M and $9.7M; both fully sold.
EquityZen files two series and Altera two funds as Bewater reports no sales - Bewater Growth Fund II, LP
put $150 million on the page as its total offering and reported $0 sold
EquityZen files two series and Altera two funds as Bewater reports no sales - BGO US Lending II Rated Feeder LP
Reported no sales and disclosed no offering amount.
EquityZen files two series and Altera two funds as Bewater reports no sales - Brightwood US Credit Fund II, LP
Top raise at $108.6M sold; first sale Sept. 30.
EquityZen files two series and Altera two funds as Bewater reports no sales - BroadVail PXV (QP)
Series reported $16.6M sold; first sale Sept. 18.
EquityZen files two series and Altera two funds as Bewater reports no sales - Captain Ventures
Captain Ventures closed a $31.3 million venture fund in full
EquityZen files two series and Altera two funds as Bewater reports no sales - Captain Ventures Fund I LP
Reported $31.3M offered and sold; first sale Aug. 25.
EquityZen files two series and Altera two funds as Bewater reports no sales - CC DB I (series of CGF2021 LLC)
Series reported $2.2M sold; first sale Sept. 30.
EquityZen files two series and Altera two funds as Bewater reports no sales - CCM Capital Markets LP
Reported $30.8M sold; March 31 first sale was earliest.
EquityZen files two series and Altera two funds as Bewater reports no sales - CXHI0726 (series of CGF2021 LLC)
Series reported $123K sold; first sale Oct. 1.
EquityZen files two series and Altera two funds as Bewater reports no sales - EnCap Paloma Permian II Co-Invest, L.P.
Reported no sales at an undisclosed offering amount.
EquityZen files two series and Altera two funds as Bewater reports no sales
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