Professional Services Perspectives
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iCapital® and LYNK Markets Launch Inaugural Private ETN Offering with Pantheon to Expand Eligible Access to Private Markets
The partnership provides Latin American advisors and their clients with a security-based approach to private equity investing, supported by more efficient onboarding and reporting processes.
Blue Vault Publishes Interval Fund, Tender Offer Fund Performance Reports for January – February 2026
Blue Vault added four new interval funds to its research catalog. Don’t miss out – become a member today!
Apollo Funds Acquire Majority Stake in Noble Environmental, Inc.
The investment supports Noble Environmental’s vertically integrated regional waste management platform serving the Northeast, Mid-Atlantic and Midwest United States.
Private Credit Performance Belies Media, Investor Qualms
As we dig deeper into Blue Vault data, we uncover findings that add important context to the industry’s strong performance.
Recent News
From Complex to Compelling: How to Communicate Returns Advisors Understand
Marketing Intent If you’re an alternative investment sponsor, you already know: the question advisors want answered above all else is, “What’s the return?” It’s the...
CIM Group Closes $93.1 Million Loan to DivcoWest for Acquisition of 399 Boylston, 245,000-Square-Foot Class A Office and Retail Building in Boston’s Back Bay
CIM Group CIM Group announced today that its CIM Real Estate Debt Solutions business, on behalf of a CIM-managed fund, has closed a $93.1 million whole loan to DivcoWest for...
iCapital® Deploys Distributed Ledger Technology to Streamline Alternative Investment Onboarding and Pre-Trade Processing
iCapital iCapital1, the global fintech company shaping the future of investing, today announced the deployment of distributed ledger technology (DLT) to support Morgan...
As of June 30, 2025, Blue Vault’s research included coverage of 87 interval funds. Of those, which fund had the highest average distribution rate?
Answer: As of March 31, 2025, the Tax-Exempt Private Credit Fund, Inc., managed by Tortoise Credit Strategies, had the highest average distribution rate of 17.80% based on...
CIM Group Announces Grand Opening Date for Hotel Phoenix at Centennial Yards
CIM Group CIM Group announced today that Hotel Phoenix will open its doors to guests on December 1. Hotel Phoenix marks a historic milestone as the first hotel to open at...
StratCap Expands Sales Team: Michael Kerrigan Hired as Senior Regional Vice President for the Southeast
StratCap StratCap, LLC (“StratCap”) announced today that its affiliate, StratCap Securities, LLC, a broker-dealer and wholesale distributor of alternative investment...
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$111 Million Net-Leased Portfolio 68 DST Fully Subscribed as ExchangeRight Expands its REIT’s Acquisition Pipeline
The offering consists of 16 long-term net-leased properties tenanted by recession-resilient companies.
SEI and Stratos Wealth Holdings Announce Strategic Investment and Business Partnership
The partnership reinforces value of advice, delivering wealth management, and services at scale.
ExchangeRight Appoints James Sabbatini as Senior Vice President of the Pacific Northwest Region
Sabbatini brings over 20 years of expertise in strategic roles within the investment management industry, where he has helped financial professionals deliver meaningful outcomes for their clients.
StratCap Expands Sales Team: Natalie Stephens Hired as Regional Vice President
Natalie has more than 15 years of experience in financial services, including regional leadership roles at Four Springs Capital Markets and Capital Square.
Bluerock’s Josh Hoffman on the State of the Alts Industry
Bluerock’s Josh Hoffman answers five questions about Blue Vault’s 2025 Alternative Investments Mid-Year Outlook and Select Sector Reports and how wealth advisors can use the report to advance their alts knowledge.











