RIAs

Financial advisors within the RIA community perhaps are where the institutional investor community was two decades ago. As interest in hedge funds among individual investors is picking up, the education, investment structures and platforms are just now coming to the ...

Greg DeNinno, who launched Pennington Private Access this year, discusses the firm's focus on investing in smaller private equity managers targeting bootstrapped businesses.

Hamilton Lane has made a strategic investment in CAIS, an alternative investment platform that is used by 5,300 unique advisor firms/teams who oversee more than $2.5 trillion in network assets. Since inception CAIS has facilitated more than $17 billion in ...

The retail potential for alternatives has grown in recent years with the proliferation of online platforms such as CAIS, which recently found that 84% of financial advisors are recommending alternatives to clients who meet accredited investor requirements. The survey was ...

KKR has agreed to invest an undisclosed sum in Beacon Pointe, one of the largest independent RIAs in the U.S. with over $20 billion in AUM and more than 110 financial advisors in 27 offices. KKR is making its investment ...

Tommy Martin, the CEO of Mammoth VC, is a registered investment advisor, and he noticed something interesting about his high-net-worth clients: they were often active in angel funding and friends-and-family rounds, the riskiest sectors of the venture market. Other advisors ...

Private equity giant KKR and $70 billion alternative investment platform iCapital are launching iCapital RF Advisor, a registered investment adviser (RIA) and new subsidiary of iCapital. Additionally, KKR acquired less than 25% of iCapital RF Adviser concurrent with iCapital RF ...

The $52 billion iCapital Network and the CAIS platform are teaming up with BNY Mellon’s Pershing in order to further simplify the process for advisors accessing alternative investments. Pershing's Alternative Investments Network provides advisors with access to over 2,500 alternative ...

Indianapolis-headquartered Proteus Capital has been steadily building connections between alternative investment managers and investors that have long sought access to more sophisticated investment strategies such as private equity, hedge funds, infrastructure and real estate. Proteus CEO and CIO Eric Knauss ...