Private Equity


Trapped in a Private-Credit Fund? Here’s What You Can Do.

Some asset managers are limiting redemptions amid growing worries about private credit. Financial advisors explain how they help clients who want out.

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Savant to Buy $6 Billion RIA Close on the Heels of Another Big Acquisition

Savant’s acquisition of Exencial Wealth Advisors will boost Savant’s capabilities and presence in several states, says CEO Brent Brodeski.

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Carlyle to Buy Majority Stake in MAI Capital Management, Valuing the RIA at $2.8 Billion

MAI has been expanding its reach through acquisitions of other RIAs. It has nearly $73 billion in total assets.

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Veteran Private Market Investor Harris Sees Emerging Cracks in Private Markets

Josh Harris says markets are experiencing the most volatility in five or 10 years, and that the Federal Reserve is in “a hard position.”

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This Depressed Blue Owl Private-Credit Fund Owns a Stake in SpaceX

The Blue Owl fund could get an even bigger lift if SpaceX proceeds with an IPO.

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How Bonds Ended the Civil War—and Led to the Rise of J.P. Morgan

From its earliest days, critics have accused investment bankers of profiteering at the expense of ordinary people.

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Private Equity’s Push for Small Investors Is ‘Scandalous,’ Says Chris Davis

The value maven decried high fees, high leverage, and dangerous lockups. Plus, why he likes Capital One, Chubb, and Tyson.

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Apollo Caps Cashouts at Its $25 Billion Debt Fund. Why Investors Are Rushing for the Exit.

The latest private-debt fund to limit redemptions by its wealthy investors is the $25 billion Apollo Debt Solutions.

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Private Credit ‘Spreads’ Are Narrowing. Outflows May Be a Good Thing

Less money is competing for a declining number of deals.

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Investors Are Fleeing Private Credit. What the Funds Should Do Now.

Private credit was initially an investment mainly for institutions. Then the industry made a big bet on retail investors.

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Private Credit: Out of Favor Today, in 401(k)s Tomorrow

Asset managers says private credit may be out of favor right now, but it still belongs in retirement portfolios over the long run.

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Private-Credit Fears Are Spreading: What Financial Advisors Are Telling Clients

Investors have become anxious about problems emerging in private credit, and some asset managers are limiting redemptions from their funds.

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The ‘Watchlist’ of Private Credit Loans Showing Stress Is Growing. What It Means.

Loans on watchlists, showing stress but still paying, have risen since late 2024.

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Private Credit Funds Have Started Throttling Redemptions. Scaramucci’s SkyBridge Has Done It for Years.

SkyBridge Capital has been able to satisfy only a fraction of redemption requests as investors mobbed the exits in the last few years.

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Your Private-Credit Fund Has One More Risk to Consider

BDCs make loans to private companies. Take a careful look at how they fund themselves, Citi analysts suggest.

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Lindsay LoBue

Lindsay LoBue is chief operating officer at Carlyle.

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Women and $40 Trillion Wealth Transfer: How They Are Taking More Control

Women generally become focused on creating a governance structure—the principles and values that guide how a family manages its wealth and business interests, according to one study.

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Stock Markets Have Shifted From AI. The New List of Concerns Could Break Them.

Oil prices continue to rise, February inflation report won’t help Fed’s next decision, Kevin Warsh’s Fed nomination is stuck, and more news to start your day.

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Infrastructure Is a Booming Asset Class. This Pro Favors 5 Sectors.

Sadek Wahba, founder of I Squared Capital, sees opportunity in public-private partnerships. Why well-run funds are generating roughly 20% annualized returns.

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KKR Co-CEOs Keep Buying the Stock Dip

Co-CEOs Joseph Bae and Scott Nuttall purchase a combined $8.8 million worth of KKR common stock.

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Blackstone’s Private Credit Fund BCRED Sees Record Redemptions. The Worries Are Growing.

Blackstone indicated it saw higher-than-expected redemption requests at its flagship private credit fund.

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Does Private Credit Really Have an AI Problem?

Markets are wrong to price a terminal outcome into short-duration instruments, Andres Pinter writes in a guest commentary.

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Morgan Stanley Slashes Fees for Private-Market Investments Through EquityZen

The move continues Morgan Stanley’s push to expand access to private companies for wealthy investors and expand its workplace business.

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Does Your Retirement Plan Own a Piece of Your Favorite Football Team?

The NFL loosened ownership rules in 2024. Private-equity firms and institutions like pension funds are now trying to get a piece of the action.

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Now Is the Time to Buy Alternative Funds

There’s a strong case for hedging your bets with alts. The question is which kind to buy.

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