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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- LODAS Markets
Collaborating on periodic auctions for interval fund interests outside windows
Credit interval fund redemptions reach 79% of gross sales - LPL
Took 18 teams and $42B disclosed books, the biggest gross haul.
UBS Bought $5.3 Billion of Recruits and Lost $11 Billion - Merit
Busiest buyer, recording four deals and closing three
The $947 Million Median Is Not the Bid a Sub-$1B RIA Gets - MPI Wealth Management
UBS practice run by Price and Mineo before their Truing launch.
UBS Bought $5.3 Billion of Recruits and Lost $11 Billion - Nasdaq Fund Secondaries
Collaborating on periodic auctions for interval fund interests outside windows
Credit interval fund redemptions reach 79% of gross sales - NextEra Energy
Secured $5.7 billion for three federal energy hubs due by 2032
Hard assets outraise credit by $5.3B as fundraising falls 14% - Northwind NDF III
Final close at $1B, double its $500M target; largest in history
Credit fundraising falls 48% as hard assets outraise it by $5.3B - Nuveen
Completed acquisition of Schroders recorded at $2.6T AUM
RIA sale prices depend on client retention and deal structure - Oppenheimer & Co.
Lost Lerner's Atlantic Group and $1.6B to Ameriprise.
UBS Bought $5.3 Billion of Recruits and Lost $11 Billion - PGIM Private Credit Fund
Reported Q3 repurchase requests of about 3.8%, up from 0.3%
Credit interval fund redemptions reach 79% of gross sales - Pinnacle Group
Brought over a $700 million Truist team in Naples
Steward CEO Jim Gold says RIA deal volume may run five times reported - 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 - Rise Private Wealth Management
Ameriprise breakaway RIA launched by about 40 advisors with $8B.
UBS Bought $5.3 Billion of Recruits and Lost $11 Billion - Sammons Financial Group
Placed Beacon, NorthRock and Wealthcare under Criterion
RIA sale prices depend on client retention and deal structure - Sanctuary Wealth
Adds bQuest aging-care tools for partner firms; pricing not disclosed.
Fidelity's $100 million floor meets Anthropic's $4,800 minimum - Savvy Advisors
Building a platform for RIAs frustrated with their custodians
Why custodians guard the sweep yield as clients buy Treasury ETFs - Schroders
Target in Nuveen's completed acquisition, recorded at $2.6T AUM
RIA sale prices depend on client retention and deal structure - 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
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