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Private Wealth Daily
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Glenn Spencer

In network coverage since September 8, 2026 · 6 stories
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The Close

Carlyle takes a minority stake in Prime Capital Financial, where 170 advisors own equity

Prime Capital reports $52 billion in AUM and 225 advisors, up from 40 since its 2017 buyout from founder Kerry Lawing.
RIA · Oct 12Prime Capital brings in Carlyle as minority investor; 170 advisors own equity
Succession & selling a firm · Oct 12Carlyle took a minority stake in Prime Capital Financial, where 170 advisors own equity
Allocators · Sep 9Prime Capital sells governance to small endowments
Moves · Sep 8Prime Capital hires Glenmede veteran to open endowment unit
Retirement Advisers · Sep 8Prime Capital launches endowment, foundation OCIO practice
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