Private Equity Professional

MAY 3, 2024

Limited partners in Fund VIII include financial institutions, foundations, state pension plans, insurance companies, as well as family offices and high net worth individuals. Goldner Hawn has held an above target close of its eighth investment fund with $364 million in capital commitments.

High Net Worth Individuals 100

High Net Worth Individuals Financial Institutions Funds Capital 100

The Motley Fool

NOVEMBER 12, 2023

According to a recent wealth report from the real estate consultancy company Knight Frank , 32% of high-net-worth individuals' (worth $1 million or more) wealth is allocated to their primary and secondary homes. They buy stocks The second-most popular place where wealthy people put their money is into stocks.

High Net Worth Individuals 245

High Net Worth Individuals Investing Consultants Consulting 245

Private Equity Professional

OCTOBER 24, 2023

Fund VI’s limited partners include family offices, endowments, foundations, consultants, asset managers, insurance companies and high-net-worth individuals, including 25 former portfolio company executives and family-founder partners. The successful fundraise… This content is for members only.

High Net Worth Individuals 130

High Net Worth Individuals Funds Consultants Consulting 130

Private Equity Insights

MAY 31, 2024

Get the week’s top news delivered directly to your inbox – Sign up for our newsletter Sign up JPMorgan’s asset management arm manages funds for high-net-worth individuals and institutions such as endowments and pension funds.

Asset Management 130

Asset Management High Net Worth Individuals Assets Private Equity Firms 130

Private Equity Professional

JULY 22, 2024

Limited partners in Fund III include endowments, foundations, health systems, public pension plans, family offices, funds of funds, and high-net worth individuals. Kingswood began raising Fund III just 90 days ago and originally targeted $1.0 billion in total capital commitments.

High Net Worth Individuals 100

High Net Worth Individuals Funds Legal Leveraging 100

Private Equity Wire

JUNE 10, 2024

HSOF V attracted support from family offices, high-net-worth individuals, wealth management firms, funds-of-funds and nonprofit endowments. According to a press statement, the new fund surpasses its predecessor, HSOF IV, which raised approximately $115m.

High Net Worth Individuals 98

High Net Worth Individuals Capital Funds Financing 98

Million Dollar Round Table (MDRT)

JUNE 25, 2024

When you join a local nonprofit or other community organization, you might be surrounded by high-net-worth individuals, but are they aware of you and do they know how you can be of service to them as an advisor? Suppose someone across the room pointed you out. How would that person describe you, and would it be accurate?

High Net Worth Individuals 73

High Net Worth Individuals 73

FinSMEs

OCTOBER 31, 2023

The round saw participation from High Net Worth Individuals (HNIs) and family offices, including tennis icon Sania Mirza, Kate Dinshaw, Apurva Jain, Avinash Rajan, and the family offices of Dr. Kulin Kothari, Dr. Amit Maydeo, the Davda family, the Mody family, and […] The post Setu Nutrition Raises Funding appeared first on FinSMEs.

High Net Worth Individuals 60

High Net Worth Individuals Funds Companies 60

Private Equity Wire

MAY 14, 2024

The fund attracted support from new and existing investors including family offices, high-net-worth individuals, foundations, public pension plans and endowments.

High Net Worth Individuals 96

High Net Worth Individuals Buyout Funds Investment Firms 96

AltAssets

FEBRUARY 22, 2024

Secondaries-focused private equity major Coller Capital is looking to tap high-net-worth individuals with a new private equity fund. The post Coller Capital launched new fund aiming to bring HNWIs into secondaries first appeared on AltAssets Private Equity News.

High Net Worth Individuals 86

High Net Worth Individuals Capital Funds Buyout 86

Private Equity Insights

JANUARY 12, 2024

Azalea Investment Management (Azalea) has held the first closings of the Altrium Co-Invest Fund I (ACF I) and Altrium Growth Fund I (AGF I) with a combined $356m in capital commitments from institutions, family offices and high-net-worth individuals.

High Net Worth Individuals 130

High Net Worth Individuals Private Equity Firms Private Equity Firms Venture Capital 130

Private Equity Wire

MAY 24, 2024

JPMorgan’s asset management arm manages funds for high-net-worth individuals and institutions such as endowments and pension funds. At the end of last year, it managed $17bn in private credit assets, slightly less than Monroe Capital’s nearly $19bn in committed and managed capital as of 1 April.

Asset Management 98

Asset Management High Net Worth Individuals Assets Pension Funds 98

FinSMEs

JULY 2, 2024

Investors in Fund VII included approximately 400 of pension funds, insurance companies, sovereign wealth funds, asset managers, foundations, endowments, family offices, RIAs, and high net worth individuals, among others. The General […] The post New Mountain Capital Closes on $15.4

High Net Worth Individuals 56

High Net Worth Individuals Capital Pension Funds Asset Management 56

Private Equity Wire

JULY 2, 2024

Investors in Fund VII include approximately 400 pension funds, insurance companies, sovereign wealth funds, asset managers, foundations, endowments, family offices, RIAs and high net worth individuals.

High Net Worth Individuals 97

High Net Worth Individuals Pension Funds Funds Enterprise Values 97

Private Equity Professional

JUNE 25, 2024

Limited partners in TOF II include public and corporate pensions, endowments, foundations, financial institutions, fund of funds, asset managers and family offices, as well as high-net-worth individuals.

High Net Worth Individuals 100

High Net Worth Individuals Funds Financial Institutions Asset Management 100

Private Equity Insights

JUNE 21, 2024

TOF II’s investor base includes public and corporate pensions, endowments, foundations, financial institutions, fund of funds, asset managers and family offices, as well as high-net-worth individuals.

High Net Worth Individuals 130

High Net Worth Individuals Capital Funds Private Equity Firms 130

Private Equity Insights

JUNE 21, 2024

TOF II’s investor base includes public and corporate pensions, endowments, foundations, financial institutions, fund of funds, asset managers and family offices, as well as high-net-worth individuals.

High Net Worth Individuals 130

High Net Worth Individuals Capital Funds Private Equity Firms 130

AltAssets

APRIL 23, 2024

New B2B SaaS-focused VC firm 14Peaks Capital has closed its debut fund on $30m thanks to backing from family offices and high-net-worth individuals. The post 14Peaks closes debut fund on premise LPs increasing want funds with smaller investor bases first appeared on AltAssets Private Equity News.

High Net Worth Individuals 67

High Net Worth Individuals Funds Investors Capital 67

Entrepreneur - VC

JULY 24, 2023

Providing customer service to high-net-worth individuals (HNWIs) and ultra-high-net-worth individuals (UHNWIs) demands a refined, personalized and well-considered approach that can only be achieved through sufficient and well-designed customer service training.

High Net Worth Individuals 71

High Net Worth Individuals 71

Private Equity Insights

JULY 14, 2023

Fund II’s limited partners include insurance companies, fund-of-funds, family offices, charitable foundations, university endowments, and high-net worth individuals. North Branch Capital has raised $213m for its second fund, beating its $200m target. North Branch targets lower middle market industrial businesses.

High Net Worth Individuals 130

High Net Worth Individuals Funds Buyout Legal 130

Private Equity Wire

JUNE 4, 2024

ADF II received commitments from existing and new investors including wealth managers, family offices and high net worth individuals, over 17% of which came from ADC’s partners and employees. According to a press statement, ADF II will continue to target companies in the business services and software sectors.

High Net Worth Individuals 74

High Net Worth Individuals Capital Private Equity Firms Private Equity Firms 74

Private Equity Insights

FEBRUARY 9, 2024

Investors include two Asia Pacific sovereign wealth funds, pension funds, insurance companies, family offices and high net worth individuals, according to Ares, without identifying them. The new fund comprises around A$850 million from investors and the balance in loans from Sumitomo Mitsui Banking Corp. has raised A$2.6

Leveraged Buyouts 130

Leveraged Buyouts High Net Worth Individuals Pension Funds Buyout 130

FinSMEs

MAY 7, 2024

Backers included Villgro Innovation Foundation, Caspian, RevX, and Venture Garage (with a group of Ultra High Net Worth Individuals as investors), marking a strategic combination of debt and equity financing. in pre-IPO funding. in Pre-IPO Funding appeared first on FinSMEs.

High Net Worth Individuals 60

High Net Worth Individuals Funds Startups Debt 60

The Motley Fool

JUNE 10, 2024

High-net-worth individuals and accredited investors currently don't have many ways to access alternative investments. KKR also joined forces with Capital Group on an exclusive strategic partnership to create public-private investment solutions.

High Net Worth Individuals 130

High Net Worth Individuals Accredited Investors Asset Management Assets 130

FinSMEs

JULY 18, 2023

The fund was backed by a combination of sophisticated institutional investors, family offices, and high net worth individuals. CoinFund, a NYC-based cryptonative investment firm and registered investment adviser, closed CoinFund Seed IV Fund LP, at $158m.

High Net Worth Individuals 98

High Net Worth Individuals Funds Investment Firms Investors 98

FinSMEs

JUNE 14, 2023

The funding was anchored by the Gokongwei family with participation from institutional investors, family offices, high-net-worth individuals, and prominent entrepreneurs. Kaya Founders, a Manila, Philippines-based venture capital firm, is today announcing the first close at US$12m in funding across two new funds.

High Net Worth Individuals 102

High Net Worth Individuals Venture Capital Capital Funds 102

Private Equity Wire

JANUARY 10, 2024

Azalea Investment Management (Azalea) has held the first closings of the Altrium Co-Invest Fund I (ACF I) and Altrium Growth Fund I (AGF I) with a combined $356m in capital commitments from institutions, family offices and high-net-worth individuals.

High Net Worth Individuals 95

High Net Worth Individuals Venture Capital Funds Investing 95

Private Equity Wire

MARCH 20, 2024

Fund II, which attracted commitments from private and public pensions, family offices, high-net worth individuals and sovereign wealth funds, will make primary and secondary investments in companies across technology, healthcare and climate tech, with a focus on North America and Asia.

High Net Worth Individuals 97

High Net Worth Individuals Capital Funds Consultants 97

Private Equity Wire

DECEMBER 18, 2023

Fund II attracted support form a diverse group of institutional investors across North America and Europe, including corporate and public pension funds, endowments and foundations, asset managers, funds of funds, and family offices as well as high-net-worth individuals.

High Net Worth Individuals 95

High Net Worth Individuals Capital Pension Funds Funds 95

Private Equity Wire

NOVEMBER 9, 2023

Adams Street clients include a broad set of public, corporate and Taft-Hartley pension plans, along with high-net-worth individuals, insurance companies, foundations, and endowments. The 2023 Global Fund saw strong representation from both new and returning investors.

High Net Worth Individuals 98

High Net Worth Individuals Funds Assets Investment Firms 98

FinSMEs

APRIL 16, 2024

The fund raise saw participation from existing and new limited partners representing a diversified mix of institutions, sovereign investors, insurance companies, endowments, foundations, fund of funds, family offices, and high-net-worth individuals. Billion appeared first on FinSMEs.

High Net Worth Individuals 56

High Net Worth Individuals Funds Investment Firms Investors 56

The Motley Fool

AUGUST 28, 2023

Goldman is generally known best for its influence on Wall Street, helping ultra-high-net worth individuals and businesses get major deals done. The acquisition should help accelerate Creative Planning's growth and could add $29 billion in assets under management to its overall business.

High Net Worth Individuals 246

High Net Worth Individuals Legal Conglomerates Assets 246

Private Equity Insights

JULY 12, 2023

The Fund received commitments from a well-respected group of limited partners, including endowments and foundations, insurance companies, fund-of-funds, family offices, wealth managers, and high-net-worth individuals.

High Net Worth Individuals 130

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

The Motley Fool

MAY 12, 2024

A Capgemini survey of 3,000 high-net-worth individuals early last year showed that they held 34% of their money in cash or cash equivalents. Millionaires have easily accessible cash in case they need it If there's one piece of money wisdom I've heard more than any other, it is this: You need an emergency fund.

Banks 246

Banks High Net Worth Individuals Debt Accounting 246

Private Equity Insights

JULY 20, 2023

Get the week’s top news delivered directly to your inbox – Sign up for our newsletter Sign up $1 billion of this was from outside commitments from institutional investors and high-net-worth individuals and family offices, while Bain Capital employees committed the balance of the fund.

High Net Worth Individuals 100

High Net Worth Individuals Capital Funds Buyout 100

Private Equity Wire

MAY 15, 2024

With these fundraisings, TrueBridge now manages more than $7.5bn in assets.

High Net Worth Individuals 98

High Net Worth Individuals Pension Funds Venture Capital Investing 98

FinSMEs

FEBRUARY 7, 2024

Web3 Businesses, DAOs, and High Net Worth Individuals find themselves underserved by traditional banks, while custodial and centralized crypto exchanges pose risks and unreliability. […] The post Skyline Digital makes TradFi accessible on Web3 appeared first on FinSMEs.

High Net Worth Individuals 56

High Net Worth Individuals Banks Assets 56