Tagged: alternative investments

Crestline Investors Raises $3.5B for Fourth Flagship Direct Lending Fund

Crestline Investors, Inc., a global alternative investment manager, announced the final close of Crestline Direct Lending Fund IV, with $3.5bn of investable capital across the Fund, related vehicles and anticipated leverage. Crestline’s direct lending strategy provides “tailored financing solutions to sponsor and non-sponsor backed companies… Read More

Edward Jones Expands Offerings for HNWIs with Alternative Investments

Edward Jones is expanding its offerings to include alternative investments available to eligible clients in Edward Jones Generations, the firm’s private client service for U.S. high net worth investors (HNWIs). This move underscores the firm’s commitment to “providing sophisticated financial products, solutions and personalized experiences… Read More

Alternative Investments Platform CAIS Expands Defined-Outcome Capabilities

As financial advisors increasingly adopt defined-outcome strategies to capture market opportunities, manage risk, and meet client goals, CAIS, the  alternative investment platform for independent financial advisors, announced an expansion of its “defined-outcome capabilities” through CAIS Capital Markets, a new division. CAIS Capital Markets will centralize… Read More

Castlelake and Invictus Capital to Invest in Up to $2B of Residential Loans

Castlelake L.P., a global alternative investment manager with 20 years of experience investing in asset-based private markets, announced that it has entered into an agreement with Invictus Capital Partners, an alternative asset manager that specializes in residential credit, “to invest in up to $2 billion… Read More

PAG Reportedly Closes Third Significant Risk Transfer Fund Following $1.25B Raise

Asia-focused alternative investment firm PAG has reportedly closed its third fund dedicated to Significant Risk Transfer (SRT) deals, raising $1.25 billion from investors looking to tap into bank loan portfolios. This milestone underscores the growing appeal of SRT as a financial instrument that bridges the… Read More

FNEX Alternatives Market to Provide Wealth Management Professionals with Access to Investment Opportunities

FNEX, a fintech-enabled investment bank, announced the launch of the FNEX Alternatives Market, a platform designed to provide wealth managers with access to unique curated alternative investment opportunities. The FNEX Alternatives Market offers a “range of high-quality investments, including private equity, real estate, private debt,… Read More

Fintech Platform iCapital and Aviva Investors to Scale Distribution of Climate Transition Strategy

iCapital, the fintech platform driving the world’s alternative investment marketplace for the wealth and asset management industries, has entered into a partnership with Aviva Investors, the global asset management business, to broaden access to Aviva Investors’ climate transition strategy “focused on investments in private markets.”… Read More

Alternative Credit Asset Manager 400 Capital Management Closes Fourth Private Credit Fund

400 Capital Management LLC, an alternative credit asset manager specializing in asset-based credit strategies with over $7.4 billion of assets under management, announced the closing of its latest private credit fund, Asset Based Term Fund IV (ABTF IV). The fund, which launched in December 2023,… Read More

iCapital Launches Portfolio Construction Solutions to Simplify Alternative Investment Integration for Wealth Investors

iCapital, the global fintech platform driving the alternative investment marketplace for the wealth and asset management industries, announced a series of enhancements to its portfolio construction tool, iCapital Architect. The toolkit arms financial advisors with education and analytics and also provides the iCapital Architect technology… Read More

Alternative Investments Firm AXA IM Alts Launches Private Credit Fund Under ELTIF 2.0 Regulation

AXA IM Alts, a global firm focused on alternative investments, with €185 billion of assets under management, announces it has launched its private credit fund under the European Long-Term Investment Fund 2.0 regulation (ELTIF 2.0), which has reportedly raised more than €230 million. The Fund,… Read More

Ares Management Secures €30B for European Direct Lending Strategy

Ares Management Corporation (NYSE: ARES), a global alternative investment manager, announced today the final closing of its sixth commingled European direct lending fund, Ares Capital Europe VI. With total commitments of €17.1 billion, the Fund closed above its €15 billion target and reached its hard… Read More

JLL Income Property Trust and iCapital to Deliver Core Real Estate to Private Wealth Market

JLL Income Property Trust, an institutionally managed daily NAV REIT (NASDAQ: ZIPTAX) with appr. $6.6 billion in portfolio equity and debt investments, announced a partnership with iCapital, the fintech platform enabling the alternative investment marketplace for the wealth and asset management sectors. The partnership results… Read More

Alternative Investments Increasingly Being Adopted By Financial Advisors – Research Study

Five in 10 advisors surveyed now reportedly allocate more than 10% of client portfolios to alternative investments, with nine in 10 or 90% planning to boost allocations over next two years, according to an update shared by CAIS. Nine in 10 financial advisors surveyed (92%)… Read More

Alternative Investment Firm Stonepeak to Acquire Boundary Street Capital

Stonepeak, an alternative investment firm specializing in infrastructure and real assets, announced that it has agreed to acquire Boundary Street Capital, LP, a specialist private credit investment manager focused on the digital infrastructure, enterprise infrastructure software, and tech services sectors in the lower middle market…. Read More

GeoWealth and iCapital to Enable BlackRock’s Custom Models Featuring Private Assets in Unified Managed Accounts

iCapital, the platform driving the alternative investment marketplace for the wealth and asset management industries, in collaboration with GeoWealth and BlackRock (NYSE: BLK), announced its tech is powering a platform experience for registered investment advisors (RIAs), which enables firms using GeoWealth to include private assets… Read More

Embedded Finance Platform YouLend Announces Financing Facility with Castlelake to Fund US SMBs

YouLend, an embedded financing platform, announces that it has secured a financing facility with funds managed by Castlelake, a global alternative investment firm that focuses on asset-based private credit The facility reportedly broadens YouLend’s investor base in the US and increases its available capital, which… Read More

Alternative Investments: iCapital and Bridge Investment Group Launch Improved Performance Reporting for Alternative Investors

iCapital, the platform driving access to alternative investments, and Bridge Investment Group (NYSE: BRDG), an alternative asset manager, announced the enhancement of Bridge’s Investor Portal, which is reportedly being powered by iCapital, and enables investors to access performance reporting for all products. The Investor Portal… Read More

Indus Valley Partners Announces Acquisition of IntegriDATA

Indus Valley Partners (IVP), a global provider of software and technology solutions to the world’s most sophisticated investment managers backed by PPC Enterprises, a specialist middle-market private equity firm and minority investor in IVP, announced that it has agreed to acquire IntegriDATA, a leader in… Read More

SUBSCRIBE Alternative Investment Tech Platform Now Available to Financial Advisors Affiliated with MML Investors Services

The SUBSCRIBE alternative investment technology platform that helps institutional and wealth manager firms digitalize, centralize, and operate their complex private market programs is now available to financial advisors affiliated with MML Investors Services, a  independent broker/dealer and investment adviser subsidiary of MassMutual Vaughn Bowman, CFA,… Read More

Ashton Thomas Private Wealth Announces Relationship with iCapital to Streamline Private Market Investments

iCapital, the global fintech platform driving access to alternative investments for the wealth management industry,  announced a strategic relationship with Ashton Thomas Private Wealth, part of Arax Investment Partners, to provide financial advisors and their high-net-worth clients with streamlined data management and simplified access to… Read More

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