Professional Services Perspectives
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SEI Appoints Paul Lehman to Lead Bank Asset Management Distribution
Appointment strengthens commitment to delivering investment solutions built for wealth management evolution.
CIM Group Acquires Three-Building Industrial Portfolio in Multi-State Sale Leaseback Transaction
The portfolio comprises two manufacturing buildings in New Berlin, Wisconsin and a manufacturing building in Valparaiso, Indiana.
Nontraded BDC Fundraising, Asset Levels Balloon in Q3 2025
The industry enjoyed a fourth consecutive quarter of growth while continuing to generate robust total returns.
Of the 22 open, publicly offered nontraded BDCs tracked by Blue Vault in Q3 2025, how many of those offerings have fully covered their distributions year to date as of September 30, 2025?
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FSI Launches FinancialCareers.org to Attract Next-Gen Financial Advisors and Industry Leaders
The Financial Services Institute The Financial Services Institute (FSI) has launched FinancialCareers.org, a dynamic new online platform designed to attract and inform...
CIM Group and Partners Announce the Grand Opening of Miami Worldcenter, 27-acre $6 Billion Mixed-use Development in the Heart of Downtown Miami
CIM Group CIM Group announced today the grand opening of Miami Worldcenter, a 27-acre, 10 block mixed-use development that has transformed downtown Miami, creating a new...
What is the total gross capital raised since inception by the 84 interval funds Blue Vault tracks?
Answer: Across the 84 interval funds covered by Blue Vault from 2009 through 2024, the total gross capital raised since inception is approximately $162.4 billion. Discover...
Blue Vault Q1 2025 Nontraded BDC Performance Report Update
This quarter’s full industry review will include 23 complete Individual Performance Pages. Twenty pages are available for members to view now (newly published pages...
What is the total gross capital raised since inception by the 59 tender-offer funds Blue Vault tracks?
Answer: Across the 59 tender-offer funds covered by Blue Vault from 2009 through 2024, the total gross capital raised since inception is approximately $101.9 billion....
Addepar acquires Arcus to boost AI capabilities
Addepar Wealth technology provider Addepar has acquired Arcus, a company that offers enterprise AI workflows. This acquisition is part of Addepar’s strategy to enhance...
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Staying Ahead Of The Marketing Curve
At Marketing Intent, we hold ourselves to the highest standards of quality and customer service. Before any deliverable goes to our clients, we meticulously review and refine it to meet our exacting standards.
Blue Vault Publishes Q4 2023 Nontraded BDC Industry Review
Blue Vault is your hub for Alternative investments
WATCH: ExchangeRight Fully Subscribes a $89.2 Million Net-Leased Portfolio Designed for Stability
“More representatives and advisors are allocating a portion of their clients’ wealth into ExchangeRight’s historically strong-performing offerings to position them for capital preservation…
Alternative Investment Exchange (AIX) Provides Alts Technology to Colorado Financial Service Corp.
“We’re excited to collaborate with AIX and believe their industry-leading technology will create an optimal investing experience for our reps and their clients.”
Blue Vault Q4 2023 Individual Performance Report Update
Blue Vault is your hub for Alternative investments
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