Fundraising News

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March 11, 2024

Perigon Wealth Adds Two Firms with $375 Combined AUM

Perigon Wealth Management LLC has acquired Blue Water Capital Management LLC and Lumin Financial LLC. Together, Blue Water and Lumin Financial bring an additional $375 million Perigon. Blue Water,...

March 11, 2024

FA Andrew Spearman Shifts to Raymond James

Raymond James has recruited experienced financial advisor Andrew Spearman from SageView Advisory Group. Spearman has joined the employee advisor channel based in Grosse Pointe, Michigan. Andrew has...

March 11, 2024

Texas TRS Commits $250M to Real Estate, Private Equity

The Teacher Retirement System of Texas has disclosed three commitments totaling $250 million. The Davis Companies received $200 million in commitments; $100 million to the Davis Investment Fund V...

March 11, 2024

Alaska Retirement Commits $50M to Real Estate

The Alaska Retirement Management Board approved a new commitment to real estate totaling $50 million to KKR Real Estate Americas IV, according to meeting materials from the March 7 Board meeting. KKR...

March 11, 2024

Maryland Discloses $2B in New Investments

The Maryland State Retirement & Pension Systems disclosed thirteen commitments totaling $2.073 billion, according to materials from the February meeting. $50 million was committed to Loop Capital...

March 11, 2024

Illinois Police Officers’ Pension Seeking Emerging Market Debt Manager

The Illinois Police Officers’ PensionInvestment Fund (IPOPIF) has issued an RFP for Emerging Markets Debt managers. IPOPIF is looking for a single, active emerging markets debt strategy to manage a...

March 08, 2024

PA SERS Increases Target to U.S. Equities

The Pennsylvania State Employees’ Retirement System (PA SERS) approved adjustments to their U.S. Equity and Fixed Income asset allocation targets, confirmed in a recent press release. PA SERS moved...

March 08, 2024

University of Kentucky Invests $45M to Alts

The University of Kentucky Endowment approved three new alternative investments totaling $45 million, according to minutes from the December 5, 2023 Investment Committee meeting. $15 million was...

March 08, 2024

Fresno City Targeting $55M to Real Estate in 2024

The City of Fresno Retirement System is planning to commit $55 million to value-add real estate in 2024. Staff reviewed a presentation from NEPC at the recent February board meeting which covered a...

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