The Motley Fool

SEPTEMBER 22, 2023

Brookfield Asset Management (NYSE: BAM) is a likely candidate. The global alternative asset manager expects to grow its earnings and dividend by 15% to 20% per year through 2028, with the potential for faster growth after that. Because of that, the financial stock could easily double in value by 2030.

High Net Worth Individuals 130

High Net Worth Individuals Asset Management Assets Management Fees 130

Private Equity Insights

FEBRUARY 2, 2024

Returning LPs included pension plans, asset managers, insurance companies, endowments, foundations, family offices and high-net-worth individuals. Clifton says it took about a year to raise the $400 million growth fund, which includes a combined $45 million from Falfurrias partners.

High Net Worth Individuals 130

High Net Worth Individuals Private Equity Firms Private Equity Firms Funds 130

FinSMEs

DECEMBER 12, 2023

Falfurrias Management Partners, a Charlotte, NC-based lower middle-market private equity firm, closed Falfurrias Growth Partners I (FGP), at $400m. The General Partner of the fund committed approximately […] The post Falfurrias Growth Partners Raises $400M for Inaugural Fund appeared first on FinSMEs.

High Net Worth Individuals 57

High Net Worth Individuals Private Equity Firms Private Equity Firms Funds 57

Private Equity Insights

OCTOBER 19, 2023

Fund VI secured limited partner commitments from a diversified global investor base of family offices, endowments, foundations, consultants, asset managers, insurance companies and high-net-worth individuals, including 25 former portfolio company executives and family-founder partners.

High Net Worth Individuals 130

High Net Worth Individuals Funds Private Equity Firms Private Equity Firms 130

The Motley Fool

AUGUST 28, 2023

The leading alternative asset manager has capitalized on the steady shift toward alternative investments as investors increase their allocation to these higher-return and lower-volatility investments. A major opportunity for the company is high-net-worth individuals.

Initial Public Offering 246

Initial Public Offering High Net Worth Individuals Assets Asset Management 246

Private Equity Insights

DECEMBER 7, 2023

FGP was oversubscribed and closed at its hard cap due to strong support from both new and existing investors comprising leading global pension plans, asset managers, insurance companies, endowments, foundations, family offices, and high net worth individuals.

Capital 130

Capital High Net Worth Individuals Funds Private Equity Firms 130

Private Equity Insights

JUNE 27, 2023

Investors in the Fund, which were a mix of numerous new investors as well as existing New Mountain Net Lease investors, include pension funds, insurance companies, asset managers, endowments, family offices and high net worth individuals.

Capital 130

Capital High Net Worth Individuals Funds Private Equity Firms 130

FinSMEs

DECEMBER 18, 2023

at $275M appeared first on FinSMEs.

High Net Worth Individuals 57

High Net Worth Individuals Private Equity Firms Private Equity Firms Capital 57

Private Equity Insights

OCTOBER 5, 2023

The oversubscribed fund received strong support from both new and existing investors comprising a broad range of leading global institutions, including public and private pension plans, asset managers, financial institutions, insurance companies, fund-of-funds, endowments and foundations, family offices and high net worth individuals.

High Net Worth Individuals 130

High Net Worth Individuals Private Equity Firms Private Equity Firms Funds 130

The Motley Fool

JANUARY 2, 2024

However, shares of the leading alternative asset manager have soared in recent months, sending the stock up more than 80% for the year. The company sees its private credit platform roughly tripling over the next decade to around $1 trillion in assets under management.

High Net Worth Individuals 130

High Net Worth Individuals Stakes Asset Management Assets 130

The Motley Fool

JULY 11, 2023

For most banks, this was a manageable problem, but then, two major banks collapsed in March, followed by a third in April. The banks that fell catered heavily to technology/start-up investors and high-net-worth individuals, and had high levels of uninsured deposits.

High Net Worth Individuals 100

High Net Worth Individuals Banks Conglomerates Asset Management 100

Pension Pulse

MAY 25, 2023

In a highly regulated environment, ZEDRA delivers its clients high quality solutions through bespoke planning, governance, and operational services, ensuring the highest standards of compliance and integrity are met.

Stakes 52

Stakes High Net Worth Individuals Taxes Buyout 52

The Motley Fool

MARCH 26, 2024

Cathie Wood is the chief executive and chief investment officer at Ark Invest, an asset management company focused on disruptive technologies like blockchain and cryptocurrency. High-net-worth individuals: Ark believes Bitcoin will account for 1% (bear) to 5% (bull) of assets held by high-net-worth individuals (HNWIs) by 2030.

High Net Worth Individuals 189

High Net Worth Individuals Investing Exchange-Traded Funds Hedge Funds 189

Pension Pulse

SEPTEMBER 6, 2023

The Managed Funds Association industry group said it continues to have concerns that the new requirements will hike costs and curb investment opportunities. Castle Hall has identified 10 likely outcomes as investors - large and small - receive new levels of transparency over their alternative asset investments.

Hedge Funds 64

Hedge Funds Securities and Exchange Commission (SEC) Pension Funds Funds 64

Sara Grillo

DECEMBER 12, 2022

As a CPA, he has been preparing complex tax returns for high net-worth individuals and businesses for over ten years. As a CFA (Chartered Financial Analyst), he is proficient in creating and managing portfolios. Derek Robinett. Derek Robinett is a well-educated, experienced financial executive.

Consultants 52

Consultants Consulting Taxes High Net Worth Individuals 52

The Motley Fool

FEBRUARY 8, 2024

Michele Reber -- Senior Director, Asset Management Thank you and good morning. He is a high net worth and the investment was actually to allow him to make an investment in another company that he privately owns, and so it falls outside of any relationship we have in this world – in the SNF world. You may begin.

Investors 130

Investors Assets Banks Capital 130

The Big Picture

MAY 9, 2023

He is the Chief Investment Officer of Asset and Wealth Management at Goldman Sachs. He’s a member of the management committee. He co-chairs a number of the asset management investment committees. What can I say about Julian Salisbury? RITHOLTZ: — or one of the institutions. SALISBURY: Yes.

Liabilities 116

Liabilities Assets Banks Hedge Funds 116

The Motley Fool

FEBRUARY 14, 2024

And I think our full service value proposition is -- I know it is -- I know it is unique to retailers and they appreciate all of our capabilities, inclusive of our asset management capabilities. There are the random and infrequent 1031 or high net worth individuals.

Debt 130

Debt Banks Capital Leveraging 130

The Big Picture

DECEMBER 14, 2022

You shift from high net worth individuals. And no matter how high net worth they are, they’re individuals. RITHOLTZ: So let me ask you a very obvious question. They react to markets. They can be emotional.

Assets 61

Assets Mergers and Acquisitions Capital Portfolios 61