Crowd Street and Equity Trust shorten the retirement route to private funds
A shared login and streamlined account links cut friction for moving self-directed IRA money into private-market strategies.
August 19
Allocators 15 stories this week · 15 total
Endowments, foundations, and OCIOs: allocation shifts, manager selection, and the institutional patient money.
UC Investments sells $1 billion private equity block to HarbourVest
A roughly $1 billion private equity sale by UC Investments shows what institutional liquidity in the secondaries market costs right now.
Specialty evergreen structures are outgrowing interval-fund staples
3(c)(7) funds and operating companies are pulling ahead of interval funds as asset managers push private-market strategies to wealth clients.
Neuberger Private Equity Partners cancels buyback tranche, shares now 39,918,190
The cancellation leaves the listed private-equity vehicle with 39,918,190 shares outstanding, a reference point for discount-watching allocators.
J.P. Morgan brings its institutional private equity strategy to Australian wealth clients
A private equity staple moves from institutions to wealthy Australians as private-market gateways face their first real liquidity test.
Private credit funds return to investment-grade bond market
BCRED seeks $500 million and Blue Owl taps existing notes, testing investor appetite after a year of redemption limits.
Partners Group hits bottom of European financials on evergreen worries
A redemption scare at Partners Group has allocators re-reading the liquidity fine print of semi-liquid funds.
Blue Owl Alternative Credit Fund Files Form D, Zero Raised
SEC filing shows a new pooled investment fund with no capital raised to date.
Ocorian survey: 75% of family offices to take more risk
Transparency in alternatives drives family office risk appetite, with private equity leading allocation gains.
Pershing Square plans pre-IPO venture fund
Evergreen vehicle would give allocators access to Ackman's private stakes and family-office holdings.
Quebec's La Caisse returns 5.1% in H1, lags benchmark
Private-market losses offset listed equity gains for the institutional investor.
Rachleff: Retail private funds are 'high-priced junk' amid Schwab Forge push
A two-day clash over whether retail investors belong in private markets, as Schwab closes its Forge deal and Wealthfront's chairman cries foul.
Blackstone wealth AUM hits $324B; redemptions slow
Public alt managers leaned on the wealth channel in Q2 as redemption requests eased.
Crowd Street Adds OHA Credit Fund for Accredited Investors
Private-market platform now offers Class A shares of the $250M OHA multi-strategy credit fund to self-directed accredited investors.
Advisors pivot private markets to portfolio design
Nuveen strategist says funding private allocations should start with client objectives, not generic targets.