Distribution: archive

Every Distribution story in Interval Funds, newest first. 25 stories

Today1 story

12:08 p.m.
Private-credit exit requests near $16B as managers court advisers
Fund sponsors pitch festival-style events and sports sponsorships while repurchase queues test client liquidity.

10:47 a.m.
AssetMark adds Calamos Aksia and StepStone private equity interval funds
The platform now has six interval funds spanning private credit, real estate, infrastructure and private equity.

1:08 a.m.
SEC approves FINRA Rule 2210 change letting broker-dealers cite projected returns
The amendment takes effect on a date FINRA will announce in a Regulatory Notice, with three conditions that follow the SEC's adviser Marketing Rule.

7:42 a.m.
Tikehau adds euro private credit strategy to iCapital Marketplace
The Luxembourg-domiciled fund invests mainly in first-lien senior secured European corporate debt; the firms did not disclose its name or size.

7:32 p.m.
DTCC takes an undisclosed stake in iCapital and plans AIP integration
The firms will connect transaction processing, data exchange, access, administration and reporting for private-market products sold through the wealth channel; no dollar figure or valuation was disclosed.

12:52 p.m.
SEC proposes 20% performance-based fee for advisers and looser interval fund redemptions
A companion proposal would let CPAs and chartered financial analysts qualify as accredited investors.

10:38 a.m.
DTCC invests in iCapital and announces alternatives-processing collaboration
The collaboration covers transaction processing, data exchange, administration and reporting; the account discloses no dollar figure or timetable.

7:27 p.m.
CAIS puts seven shelf gatekeepers on its roadmap
The platform's 55% asset growth is a company-reported figure; the integration work in the hands of its new council members is where the next increment gets decided.

5:10 p.m.
SmartStop books shelf space for a one-property REIT
The listing tests whether platform placement can raise capital ahead of the portfolio it is meant to buy.

6:05 p.m.
Adviser, not REIT, pays for Invesco's 5% share bonus
The sponsor's own balance sheet is funding new subscriptions while a $2.2 billion redemption queue waits at the exit.

4:52 p.m.
The retail private-market push is a fee question for interval funds
A rule to modernize performance fees would widen who advisers can charge incentive fees — a quiet change that redraws the semi-liquid fund shelf.

7:27 p.m.
Invesco's 12.5% income bump is yield maintenance, not a bounty
A $0.02 special distribution buys shelf space while per-share NAV holds flat and a $2.2 billion redemption queue awaits.

9:59 a.m.
Private placements carry the $104 billion hard-asset rotation
Stanger's July tally shows credit down 43% while private structures and hard assets take the shelf.

2:11 a.m.
FINRA eases a back-office rail for private fund distribution
Rule 4522 would shift uncertificated private fund positions to quarterly reconciliation, matching the NAV clock and trimming a quiet friction in alts distribution.

11:49 a.m.
Barings installs DWS distributor atop U.S. wealth push
Brian Maute's new role targets the advisor channel, where education and shelf space decide alts winners.

3:01 a.m.
Wealth managers shift to REITs as BDC redemptions bite
First-half flows show wealth managers rotating semi-liquid allocations toward REITs and away from redemption-strained BDCs.

7:28 p.m.
CAIS adds nearly 40 managers to its alternative shelf
Six months of manager additions extend the platform's run as a distribution rail for independent advisers.
9:59 a.m.
Kelly Park's PRISM 2.0 cuts private-fund paperwork to 250 pages from 1,000
The upgraded platform trims a five-fund allocation from roughly 1,000 pages and 15 signatures to 250 pages and five, a change aimed at the advisors who see onboarding as a key barrier to private markets.

6:12 p.m.
Bluerock adds three distribution veterans to advisor coverage
The distribution hires look like a purchase of advisor relationships.
5:59 p.m.
SEC preemption plan splits fund sponsors and state regulators
A proposed shift of non-traded BDC and REIT oversight to the SEC would change how these funds cross state lines and reach advisors.
5:22 p.m.
Hard assets retake the lead as credit fundraising slides 40%
Stanger's first-half numbers show investors rotating out of credit and into hard assets, a shift interval fund distributors will have to ride.
5:16 p.m.
SEC proposal targets state-by-state hurdles for nontraded REITs and BDCs
A proposed rule could ease blue-sky review for nontraded REITs and BDCs, widening the distribution path for semi-liquid alternatives.
4:00 p.m.
Morgan Stanley adds interval and tender-offer funds to UMA
The $3 trillion advisory platform now carries semi-liquid funds on its managed-account menu, giving sponsors another distribution channel.
3:54 p.m.
Hard-asset fundraising tops credit for first time since early 2023
First-half flows give interval funds a benchmark for a rotation that cut credit's intake 40%.
2:47 p.m.
SEC rule could clear blue-sky hurdles for nontraded REITs and BDCs
A proposed SEC rule could trim the state-by-state filing burden for nontraded REITs and BDCs, giving sponsors faster launches and lower legal bills.