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Based on the nontraded BDCs tracked by Blue Vault, which two offerings raised the most capital during the third quarter of 2025?
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Reaching Women and Gen Z Investors During the Great Wealth Transfer
This combination of clear education and thoughtful storytelling is what resonates with the next generation of investors. It’s what builds loyalty.
Monroe Capital Supports Renovus Capital Partners’ Acquisitions of K2 Services, Epiq GBTS and Forrest Solutions
Together, K2, Epiq GBTS and Forrest will combine to redefine how businesses mobilize, creating a scaled, integrated platform that serves as the operational backbone for professional services and legal clients, enabling them to focus on their core competencies.
SEI Drives Sustained Momentum Across Global Wealth Management Markets
Demand for end-to-end wealth management experience, business transformation powers growth.
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Recent News
Upcoming Q2 2025 Filing Deadlines
The upcoming SEC filing deadlines for the period ending June 30, 2025, are: • Nontraded REITs and Nontraded BDCs must file their reports by Wednesday, August 14, 2025. •...
Alts Marketing: Mistakes Are Costly
Marketing Intent Alts marketing isn’t just about refined brochures or highly designed websites, it’s about trust, credibility, and making sure your story is being told in...
Gladstone Alternative Income Fund Announces Increase in Monthly Cash Distribution for August 2025
Gladstone Gladstone Alternative Income Fund (“Gladstone Alternative” or the “Fund”) announced today that its board of trustees declared monthly cash...
GQG Partners Selects SEI’s Advisors’ Inner Circle Fund to Launch First ETF
SEI SEI® (NASDAQ:SEIC) today announced that GQG Partners (GQG) has selected the Advisors’ Inner Circle Fund® (AIC) series trust as its operational platform to launch its...
Based on the nontraded BDCs that Blue Vault tracks, how many were open and actively raising capital as of March 31, 2025?
Answer: Of the nontraded BDCs that Blue Vault Tracks, 21 were open and actively raising capital as of March 31, 2025. Discover...
KKR and Capital Group Further Exclusive Strategic Partnership; Capital Group Files for First Public-Private Equity Fund
KKR Leading global investment firms Capital Group and KKR take the next step in their partnership to increase access to private markets with Capital Group’s proposed...
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How One Private Real Estate Firm is Attempting to Court Financial Advisors
CIM has split its wealth-focused team into three groups so that each group can pursue relationships with a particular segment of the wealth management industry, including broker/dealers, wirehouses and RIAs…
CIM Group Brings Luxury Watch Manufacturer A. Lange & Söhne to The Shops at Tribune Tower
CIM Group controls approximately 60,000 square feet of flexible retail space on Michigan Avenue with its Tribune Tower and 444 N. Michigan Ave. properties.
Wealthtech Addepar Surpasses $5 Trillion of Client Assets Managed on its Platform
For the $5 trillion of assets tracked on the platform, approximately 60% are in marketable securities that are held at custody banks.
Triton Pacific Affiliate Acquires 17 Dunkin’ Restaurants and a Central Manufacturing Facility in Vermont
“Dunkin’ is a well-established leader in the quick service restaurant industry, especially in the Northeast, where there is an extremely loyal customer base.
Report: CRE Expected to Improve in 2024 Amid ‘Enticing Investment Landscape’
There’s no denying that the current market is still challenging for property owners and their investment partners.
Alternative Investment Exchange (AIX) Enters Partnership with Virtus Real Estate Capital
With AIX, investors can now monitor their positions and access distribution and capital-call notices, account statements, and K-1s, all from a single portal.
Sharp Shooters Still Need To Nurture
While sharp shooting may imply a hyper-focused approach, it does not mean that relationships are already built and that existing relationships don’t need ongoing nurturing…
GTIS Partners Announces Third Opportunity Zone Investment with Collett Industrial in South Carolina
The site is considered an Opportunity Zone within the Charlotte MSA, and is expected to be developed into approximately 850,000 to 930,000 square feet of industrial warehouse space across two phases.
Addepar Surpasses $5 Trillion in Assets on its Platform, Boosted By Exceptional Client Growth
Addepar has an ambitious growth trajectory and the company is on a path to be the technology and data platform that connects the $255+ trillion global investment ecosystem.
Capital Square and Method Co. Mark Construction Milestone with Topping Out of Luxury Boutique Hotel in Charleston Opportunity Zone
Capital Square Capital Square, one of the nation’s leading sponsors of tax-advantaged real estate investments and an active developer and manager of housing communities, and Method Co., a real estate development, design and management company, announced today the...
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