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AkademikerPension, Edward Jones Alts, New RIAs, Small Cap RFP, Pension Allocations, StepStone
In this week’s Dakota Fundraising News Podcast, Jon Ritter joins Texas Municipal Retirement as MD of Real Assets, Dylan Campbell joins the University of Oklahoma Foundation, and Edward Jones launches alts access for $10M+ clients via CAIS. On the RIA front, Redwood Family Wealth launches in Texas, Merit acquires Safeguard Wealth in Wisconsin, and The Northshore Group moves $1.5B from Wells Fargo to &Partners. Institutional updates include new manager searches in St. Louis and Philadelphia, investments from Ventura, San Mateo, and Wayne County, and fundraising highlights like StepStone’s $3.77B real estate secondaries fund, Apera’s €2.9B private debt fund, and Pioneer Point’s €1.1B sustainable infra fund with backing from Texas Municipal Retirement.
Tired of fragmented data slowing you down? Book a demo of Dakota Research to centralize critical investment data and intelligence to simplify your decision-making process.
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By Dakota TeamIn this week’s Dakota Fundraising News Podcast, Jon Ritter joins Texas Municipal Retirement as MD of Real Assets, Dylan Campbell joins the University of Oklahoma Foundation, and Edward Jones launches alts access for $10M+ clients via CAIS. On the RIA front, Redwood Family Wealth launches in Texas, Merit acquires Safeguard Wealth in Wisconsin, and The Northshore Group moves $1.5B from Wells Fargo to &Partners. Institutional updates include new manager searches in St. Louis and Philadelphia, investments from Ventura, San Mateo, and Wayne County, and fundraising highlights like StepStone’s $3.77B real estate secondaries fund, Apera’s €2.9B private debt fund, and Pioneer Point’s €1.1B sustainable infra fund with backing from Texas Municipal Retirement.
Tired of fragmented data slowing you down? Book a demo of Dakota Research to centralize critical investment data and intelligence to simplify your decision-making process.