Fundraising News

Stay up to date on the latest industry insights on fundraising news, searches, personnel changes and more.

February 22, 2024

Baltimore Hires Two for Private Credit Search

The City of Baltimore Employees’ Retirement System has recently disclosed the decision to hire two private credit managers for a direct lending search that was issued last year. According to meeting...

February 22, 2024

Dallas ERF Selecting 3 for Private Credit Search

The Dallas Employees’ Retirement Fund is hiring three managers for their private credit search that was issued in 2023, according to materials from the February 13th Board of Trustees meeting. $20...

February 22, 2024

David Eisenhauer Goes Independent to Launch Greykasell Wealth Strategies

David Eisenhauer, a financial advisor who managed approximately $450 million in client assets at Northwestern Mutual, has left the broker-dealer to start his own firm, Greykasell Wealth Strategies....

February 21, 2024

Washington State Commits $300M to VC, Private Credit

The Washington State Investment Board has disclosed two investments in venture capital and private credit totaling $300 million, according to materials from the February 15th Board meeting. In...

February 21, 2024

Baltimore ERS Extends Meketa Contract

According to meeting minutes from the December 21st board meeting, the City of Baltimore Employees’ Retirement System has approved a contract extension with Meketa Investment Group. The Board...

February 21, 2024

PA Treasury Invests $25M to Infrastructure

The Pennsylvania Treasury Department announced an investment of $25 million in real assets, according to a news release published February 20th by the PA Treasurer's Office. $25 million was allocated...

February 21, 2024

Indiana PRS Invests in Wellington Core Bond Plus; Commits $300M to Alts

According to meeting materials from the February 16th board meeting, the Indiana Public Retirement System has approved four alternative investments totalling approximately $300 million, in addition...

February 21, 2024

Allworth Financial Acquires $300M California RIA

Allworth Financial has acquired Brennan Asset Management, a registered investment advisor based in Redding, California. Robert Brennan, the founder and CEO of Brennan Asset Management, expressed his...

February 21, 2024

Bice Wealth Management Joins LPL Financial

Cubby Bice has recently shifted his practice, Bice Wealth Management, to LPL Financial. Bice made this move from Osaic to leverage LPL's broker-dealer, RIA, and custodial platforms, bringing along...

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