Professional SErvices News
read the latest about the firms transforming how wealth advisors implement alts in their practices
Headlines
Based on the interval funds tracked by Blue Vault, which fund had the highest distribution rate in the first half of 2025?
Blue Vault offers unparalleled alts data analysis. Explore how deep our research goes and consider becoming a member today!
A Peek Inside Blue Vault’s Research Portal: What Our Members See
Our members have a multitude of metrics at their fingertips that go deeper than the usual at-a-glance listings of capital raise, AUM, and distribution.
Building Strong Marketing Foundations for Alternative Investments
Financial advisors may navigate an ever-expanding universe of offerings, but what they truly seek is clarity: a concise understanding of how your fund works, how it performs, and how it fits into a client’s financial picture.
iCapital® Expands Global Footprint with New Office in the United Arab Emirates
Strategic presence at Abu Dhabi Global Market reinforces iCapital’s strong commitment to the Middle East and enhances regional access to private markets.
Recent News
Of all the nontraded REITs tracked by Blue Vault, which offerings reported the most assets as of June 30, 2025?
Answer: Of all the nontraded REITs tracked by Blue Vault, Blackstone Real Estate Income Trust and Starwood Real Estate Income Trust reported the most assets of $109.0...
Apollo Names Bert Crouch Head of Real Estate Equity
Apollo Apollo (NYSE: APO) today announced that Bert Crouch has been named Partner and Head of Real Estate Equity at Apollo. Crouch will lead Apollo’s real estate equity...
Preferred Stock Part Two: The NexPoint Example
Johnathan Rickman | Blue Vault Preferred stock refers to securities that companies issue to raise capital while providing different pathways for investing in a particular...
Of all the nontraded BDCs tracked by Blue Vault, which offerings reported the most assets as of June 30, 2025?
Answer: Of all the nontraded BDCs tracked by Blue Vault, Blackstone Private Credit Fund and Blue Owl Credit Income Corp. reported the most assets of $76.7 billion and $33.3...
Your Market Perspective Can’t Wait
Marketing Intent In alternative investments, holding back your insights for the “perfect” moment can mean missing the opportunity altogether. Too often, firms pause, waiting...
Peachtree Group Surpasses $2 Billion in Private Credit Transactions for 2025
Peachtree Group Peachtree Group (“Peachtree”), a diversified commercial real estate investment firm, has completed more than $2.0 billion in private credit transactions...
More articles…
How many people attended the very first Alts Summit, and how many attended this past year?
The Blue Vault Alts Summit has grown in the last eleven years!
What is the difference between mutual funds and interval funds?
Answer: Mutual funds require daily liquidity, while interval funds can hold private credit or private equity, offering investors higher returns without daily redemption pressure.
Jackie Wilke’s Post-Takeover Update
“Join me at Alts Summit 2025 to discuss exactly how elite professionals are getting 2030 ready with their marketing.” — Jackie Wilke
Capitalizing on Data Center Expansion: The Evolving Risk Profile
Corporate and private investors are increasingly capitalizing on demand for AI services by investing in data centers.
Five Questions with Nate Oltmans: Purpose and Intentionality
“When I connected the dots that I wasn’t saving the world one financial plan at a time, but helping other people overcome worry, fear, and dissatisfaction with their money, I enjoyed every client interaction more.” — Nate Oltmans
Credit-Focused Funds Help Drive Business, ‘Alts’ Industry Growth
Innovatively structured investment vehicles such as business development companies and interval funds centered on credit are stepping in to fill stubborn lending gaps.
What percentage of nontraded BDC public capital raise came from Blackstone Private Credit Fund in the third quarter of 2024?
Answer: Blackstone Private Credit Fund raised a total of $1.93 billion in public capital in the third quarter of 2024, approximately 26.0% of the industry total. Blue Owl Credit Income Corp. raised the second most capital at $1.45 billion, approximately 19.5% of the...
Record growth: Interval funds emerge as key players in alternative investments
“Interval funds’ design aligns with the needs of both investors looking for access to alternatives and advisors seeking a reliable, scalable solution.” — Kimberly Flynn, XA Investments
Advisors Must Engage More with Women to Meet Monumental Wealth Transfer Moment, Alts Marketer Says
“Historically, women haven’t always been front and center in financial planning conversations, so advisors need to ensure women are well-positioned to manage the wealth coming their way.” — Cherie Fournier, Marketing Intent
Vistra collaborates with 1776ing to enhance alternative investment processing
“1776ing is dedicated to creating a frictionless investment experience and our collaboration with Vistra will amplify this mission.” — Sean O’Toole, Founder and CEO of 1776ing











