Private Equity Insights

JANUARY 30, 2025

Investor demand for the fund was exceptionally strong, with Blue Sage securing backing from a diverse group of Limited Partners, including university endowments, charitable foundations, pension funds, large family offices, insurance firms, and high-net-worth individuals.

High Net Worth Individuals 130

High Net Worth Individuals Capital Funds Private Equity Firms 130

Private Equity Wire

JANUARY 16, 2025

The LP base includes major pension funds, insurance companies, sovereign wealth funds, financial institutions, and high-net worth individuals. The fundraise attracted a range of global investors, with more than 465 investors in total from 44 countries across Europe, the Americas, the Middle East, and Asia.

High Net Worth Individuals 90

High Net Worth Individuals Pension Funds Financial Institutions Stakes 90

PE Hub

JANUARY 31, 2024

Charlesbank Credit Opportunities Fund III's LPs include public and corporate pensions, endowments, foundations, financial institutions, asset managers and family offices, as well as high-net-worth individuals. The post Charlesbank Capital Partners wraps up third credit fund at $1.5bn appeared first on PE Hub.

High Net Worth Individuals 209

High Net Worth Individuals Capital Financial Institutions Funds 209

Integrity Financial Planning

APRIL 2, 2023

For high-net-worth individuals and families, retirement is a significant shift. A high-net-worth individual, also known as an HNWI, is typically someone with at least $1 million in cash or assets that can be easily converted into cash, including stocks, bonds, mutual fund shares, and other investments. [1]

High Net Worth Individuals 52

High Net Worth Individuals Mutual Funds Taxes Liabilities 52

PE Hub

JUNE 6, 2023

TRPG serves high-net-worth individuals, families and retirees and manages approximately $1.4 billion in assets under management. The post Genstar-backed Cetera Holdings acquires financial advisor TRPG appeared first on PE Hub.

High Net Worth Individuals 196

High Net Worth Individuals Assets 196

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

Sara Grillo

JUNE 7, 2024

“I want to upgrade my client base and work with ultra high net worth individuals and Family Office clients. The post How financial advisors can get family offices and high net worth individuals as clients appeared first on Sara Grillo. How do I meet them?”

High Net Worth Individuals 52

High Net Worth Individuals Consultants Consulting Legal 52

The Motley Fool

AUGUST 4, 2024

Whether you're a high-net-worth individual or an average earner with a modest estate, you deserve to have control over what happens to your assets in the event of your passing. This article is intended for educational purposes only and is not legal advice. For guidance on your personal situation, please contact a lawyer.

High Net Worth Individuals 246

High Net Worth Individuals Legal Education Assets 246

The Motley Fool

SEPTEMBER 6, 2024

Whether it's a celebrity, a high-net-worth individual , or your everyday person who just values privacy, the discretion of living trusts is much appreciated. Since a living trust doesn't go through probate, it doesn't become part of the public record.

High Net Worth Individuals 246

High Net Worth Individuals Legal Education Assets 246

The Motley Fool

SEPTEMBER 17, 2024

Age Median Net Worth Mean Net Worth Under 35 $39,000 $183,500 35 to 44 $135,600 $549,600 45 to 54 $247,200 $975,800 55 to 64 $364,500 $1,566,900 65 to 74 $409,900 $1,794,600 75 or older $335,600 $1,624,100 Data source: Federal Reserve Board, table by author.

High Net Worth Individuals 246

High Net Worth Individuals Liabilities Debt Assets 246

The Motley Fool

MARCH 26, 2024

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. An emerging market is a country undergoing robust economic growth, but that does not yet possess all the qualities of a developed country.

High Net Worth Individuals 189

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

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 Wire

FEBRUARY 13, 2025

Additionally, a growing class of high-net-worth individuals is seeking to diversify their portfolios beyond traditional equity and fixed income investments. An EY report from last year highlighted that private credit investments in India totalled $9.2bn across 163 deals.

High Net Worth Individuals 69

High Net Worth Individuals Venture Capital Stakes Debt 69

The Motley Fool

AUGUST 28, 2023

A major opportunity for the company is high-net-worth individuals. That has allowed Blackstone to steadily pay a higher dividend. The company should continue growing briskly as more investors turn to alternatives. That leaves a nearly untapped $85 trillion opportunity for Blackstone to capitalize on in the future.

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Initial Public Offering High Net Worth Individuals Assets Asset Management 246

The Motley Fool

MARCH 29, 2024

Seizure-resistant asset: Between 1% and 5% of the global wealth held by high net worth individuals could be stored in Bitcoin to protect it from the government. Economic settlement network: Bitcoin could eliminate a number of fees imposed by banks and financial institutions, capturing between 1% and 10% of U.S.

Securities and Exchange Commission (SEC) 246

Securities and Exchange Commission (SEC) High Net Worth Individuals Exchange-Traded Funds Financial Institutions 246

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

The Motley Fool

OCTOBER 3, 2024

Some are a little fanciful -- for example, Ark thinks high-net-worth individuals will buy Bitcoin because it's a seizure-resistant asset, but regulators have successfully confiscated significant amounts of the cryptocurrency in recent years, so that doesn't hold much water in my opinion.

Securities and Exchange Commission (SEC) 246

Securities and Exchange Commission (SEC) High Net Worth Individuals Exchange-Traded Funds Assets 246

The Motley Fool

JUNE 20, 2024

They're often fund managers who are paid by high-net-worth individuals to get results, and these days, they're buying Nike rival Lululemon Athletica (NASDAQ: LULU). There are plenty of reasons to hold on to Nike stock.

High Net Worth Individuals 227

High Net Worth Individuals Accounting Investors Returns 227

Private Equity Professional

DECEMBER 12, 2023

FGP was backed by both new and existing limited partners including pension plans, asset managers, insurance companies, endowments, foundations, family offices, and high net worth individuals. The general partner of… This content is for members only. Visit the site and log in/register to read.

High Net Worth Individuals 130

High Net Worth Individuals Funds Asset Management Assets 130

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

The Motley Fool

FEBRUARY 19, 2024

A prime brokerage A prime brokerage is a group of services offered to ultra-high-net-worth individuals (UHNWI) or hedge funds. But even within a family office, a billionaire can direct financial experts to purchase specific company shares.

Hedge Funds 239

Hedge Funds High Net Worth Individuals Mutual Funds Mergers and Acquisitions 239

This is going to be BIG.

JULY 2, 2015

Right now the market is pretty much only high net worth individuals. It requires you to set up the operation from scratch in every city--and it probably only works in cities. There is a ton of regulatory risk. You only invest in scalable businesses? Sorry, I didn't realize. I'll keep that in mind for next time.

High Net Worth Individuals 161

High Net Worth Individuals Investing 161

The Motley Fool

APRIL 30, 2024

Unless you meet income or net worth thresholds that qualify you as an accredited investor , your ability to invest in private businesses will be limited. Private equity firms raise money from a syndicate of high-net-worth individuals and invest that capital on their behalf.

Accredited Investors 240

Accredited Investors Private Equity Firms Private Equity Firms High Net Worth Individuals 240

The Motley Fool

DECEMBER 14, 2023

HNWI assets : Financial assets owned by high-net-worth individuals (HNWI), a term usually applied to people with at least $1 million in investments. Ark measures this opportunity against U.S. bank settlement volume, anticipating that Bitcoin will account for 1% (bear) to 10% (bull) of that total in 2030.

High Net Worth Individuals 246

High Net Worth Individuals Hedge Funds Investing Assets 246

Private Equity Insights

JUNE 7, 2024

Get the week’s top news delivered directly to your inbox – Sign up for our newsletter Sign up 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.

High Net Worth Individuals 130

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

This is going to be BIG.

MARCH 18, 2019

This isn’t the kind of thing your average high net worth individual who occasionally does a deal would know about. A lot of these strategic entities have boards that are filled with some of the most successful high net worth individuals, family offices, foundations, etc.

Startups 137

Startups High Net Worth Individuals Deal Flow Education 137

Private Equity Professional

JULY 24, 2024

The Agellus Duo: Jeff Aiello and Beau Thomas Limited partners in Fund I include endowments and foundations, financial institutions, insurance companies, family offices, sovereign wealth funds, and high net worth individuals including several founders and business executives. “We

High Net Worth Individuals 130

High Net Worth Individuals Capital Funds Financial Institutions 130

The Motley Fool

JULY 17, 2023

While IPO investing is typically reserved for high-net-worth individuals, from time to time, other companies may participate and buy into competitors' offerings. One of the more daunting aspects of an IPO is that the underwriters also play a role in marketing the shares of its client.

Securities and Exchange Commission (SEC) 246

Securities and Exchange Commission (SEC) High Net Worth Individuals Due Diligence Initial Public Offering 246

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 Insights

NOVEMBER 10, 2023

PSG Equity (PSG), a growth equity firm partnering with software and technology-enabled services companies in Europe, North America and Israel to help accelerate their growth, has held the final close of PSG Europe II (PSGE II), the firm’s second Europe-focused fund, with more than €2.6 Source: PrivateEquityWire Can’t stop reading?

High Net Worth Individuals 130

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

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

The Motley Fool

AUGUST 6, 2024

Investment banks Investment banks, on the other hand, offer very few of these services and focus primarily on acting as advisors in an array of capacities to large corporations and high-net-worth individuals.

Banks 130

Banks High Net Worth Individuals Mergers and Acquisitions Initial Public Offering 130

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

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 98

High Net Worth Individuals 98

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

AltAssets

OCTOBER 24, 2024

GoalVest Advisory, a female-founded registered investment advisor, has launched a new fund aimed at helping high-net-worth individuals access venture capital deals. The post GoalVest Advisory looks to help HNWIs access lower-risk VC with new tech-focused fund appeared first on AltAssets Private Equity News.

High Net Worth Individuals 94

High Net Worth Individuals Venture Capital Funds Capital 94

AltAssets

OCTOBER 3, 2024

The Fidelity Venture Capital Fund I held its final closing on September 30 and was strongly driven by firm support from investors such as high net-worth individuals, registered advisers and family offices.

High Net Worth Individuals 96

High Net Worth Individuals Venture Capital Funds Investing 96