Fundraising News

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March 27, 2024

Austin City ERS Planning $140M to Private Credit in 2024, 2025

The Austin City Employees’ Retirement System reviewed their private credit strategic plan with consultant Callan during the February 22nd Investment Committee meeting. The private credit strategic...

March 27, 2024

Texas County Commits $30M to Private Equity

On March 22, 2024, the Texas County & District Retirement System closed on a commitment of kr310 Million, approximately $30 million to Helix Kapital 3.1 AB. Helix Kapital, a growth-focused Swedish...

March 27, 2024

Ontario Teachers' CFO Departing

The Ontario Teachers’ Pension Plan Board (Ontario Teachers’) has announced the departure of CFO Tim Deacon effective April 5, 2024. Deacon joined Ontario Teachers’ in 2021 and is leaving the...

March 27, 2024

Raymond James Adds Advisor Lynette Ancona

Raymond James has added financial advisor Lynette Ancona, who was previously affiliated with Charles Schwab. She brings over $750 million in assets and will operate as Ancona Wealth Management of...

March 27, 2024

$1B Wells Fargo Team Shifts to Seventy2 Capital

Seventy2 Capital, within Wells Fargo, has welcomed its largest team from Wells Fargo’s Wealth Brokerage Services. The team, based in Red Bank, New Jersey, manages approximately $1 billion in assets....

March 26, 2024

Hawaii ERS Commits $175M to Real Estate

The Hawaii Employees’ Retirement System made two commitments in totaling $175 million to real estate. $75 million was committed to Lone Star Real Estate Fund VII and $100 million to KKR Real Estate...

March 26, 2024

Hawaii ERS Targeting up to $1B in 2024 to Private Equity

The Hawaii Employees’ Retirement System is looking to place $800 million to $1 billion in private equity in 2024. According to meeting materials, the retirement fund is primarily focused on buyout...

March 26, 2024

San Diego County Allocates $250M to Real Estate, Private Equity

The San Diego County Employees’ Retirement Association approved two commitments to real estate and private equity totaling $250 million, according to materials from the March 21st board meeting. In...

March 26, 2024

RayJay Adds Former $265M Janney Advisor

Raymond James has added Martin Lutschaunig, a former financial advisor at Janney Montgomery Scott. At Janney, he managed approximately $265 million in assets. Operating from Yardley, Pennsylvania,...

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