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HELPCENTER
25 Aug. 2025 SEC removes long-standing barriers to private fund access for retail investors [more]
By Opalesque: The Securities and Exchange Commission has made a landmark regulatory change that significantly expands retail investor access to private funds through registered closed-end funds, reports law firm Seward & Kissel LLP. On August 15, 2025, the SEC's Division of Investment Ma
22 Aug. 2025 SEC names Judge Margaret Ryan as Director of the Division of Enforcement [more]
Opalesque Industry Update - The Securities and Exchange Commission announced that Judge Margaret "Meg" Ryan has been named Director of the Division of Enforcement, effective Sept. 2, 2025. Acting Director of Enforcement Sam Waldon will return to his previous role as Chief Counsel for the Division.
22 Aug. 2025 Average private equity holding period tops 5 years as economic tensions persist [more]
Opalesque Industry Update - Private equity dealmaking remained muted in H1 2025 as trade wars, tariffs, and market uncertainty weighed on valuations. Average holding periods have stretched past five years, leaving over $1 trillion of NAV trapped in older vintages and slowing distributions to investo
22 Aug. 2025 EM private capital investment value up 33% to $72.3bn [more]
Opalesque Industry Update - The Global Private Capital Association (GPCA) - whose members manage >$2 trillion of assets in 130 countries - reveals EM private capital investment value rose 33% to $72.3 billion in H1 2025. GPCA mid-year data shows India, Southeast Asia and the Middle East all rec
22 Aug. 2025 Private markets to grow from $13tn today to more than $20tn by 2030: BlackRock [more]
Laxman Pai, Opalesque Asia: Industry estimates project private markets growing from $13 trillion today to more than $20 trillion by 2030, says BlackRock's 2025 Private Markets Outlook. The brightest days for private markets are still ahead, driven by higher investment activity, elevated-but-lo
21 Aug. 2025 Global PE investment totals $363.7bn across 3,769 deals in Q2'25 [more]
Laxman Pai, Opalesque Asia: Global private equity investment declined from $505.3 billion in Q1'25 to $363.7 billion in Q2'25, with deal volume falling even more sharply - from 4,527 to 3,769 deals, said a study. According to the second edition of KPMG's Pulse of Private Equity, the drop in PE
20 Aug. 2025 Private equity fund managers predict rush to semi-liquid funds [more]
Opalesque Industry Update - Private equity fund managers are preparing for a surge of interest in semi-liquid funds, new research from Wealth Club, the UK's largest non-advisory investment service for tax-efficient and private market investments, shows. More than two-thirds (67%) of private e
20 Aug. 2025 Anchorage Capital amasses $1.5bn for credit opportunities fund [more]
Laxman Pai, Opalesque Asia: Anchorage Capital Advisors, an American investment management firm based in New York City, has closed its ninth credit opportunities fund, which invests in stressed and distressed credit, special situations, and structured credit, with $1.5 billion in commitments, surp
20 Aug. 2025 Pritzker Private Capital raises $3.4 billion for latest vehicle [more]
Bailey McCann, Opalesque New York: Pritzker Private Capital has closed its latest vehicle on $3.4 billion. The fund beat its $3 billion target and is larger than its predecessor fund which closed on $2.7 billion in 2021. To date, PPC has invested in 31 platforms and completed more than 110 ad
19 Aug. 2025 BC Partners Credit launches Great Lakes III [more]
Opalesque Industry Update - BC Partners Credit, the $8.7 billion credit arm of global investment firm BC Partners, announced the launch of BCP Great Lakes II - Series B Holdings LP, following the successful conclusion of BCP Great Lakes II - Series A Holdings LP, which had $1.6 billion in assets as
19 Aug. 2025 S&P Global and Maestro Partner partner on private equity solution [more]
Opalesque Industry Update - S&P Global and Maestro, the leading Value Creation Management platform for private equity and a S&P Global Ventures portfolio company, have announced a strategic partnership to deliver enhanced portfolio monitoring capabilities for private equity firms and their portfolio
19 Aug. 2025 RSM launches FamilySight [more]
Opalesque Industry Update - RSM US LLP the leading provider of assurance, tax and consulting services for the middle market - today announced that its proprietary FamilySight® platform is available on the Sage Intacct® Marketplace. This marks the first comprehensive family office solution offered on
19 Aug. 2025 US PE and VC may remain attractive for long-term growth despite recent volatility [more]
Opalesque Industry Update - Omnigence Asset Management has published From Private Equity to Real Estate: Mapping the Alternative Return Landscape, a study examining performance, volatility, and risk-adjusted returns across five core alternative investment sectors: U.S. Private Equity, U.S. Ve
19 Aug. 2025 Apex Group expands Exco team with appointment of new CFO and CBO [more]
Opalesque Industry Update - Apex Group, the global financial services provider, announced the appointment of Kimberly DeTrask as Chief Financial Officer (CFO) and Maxwell Johnston as Chief Business Officer (CBO). Effective 1 October 2025, Kimberly joins Apex Group from State Street, where she h
19 Aug. 2025 Implementing effective AI compliance amid an evolving regulatory landscape [more]
By Opalesque: Artificial intelligence technologies are transforming industries and revolutionizing how we interact with technology. Tools like Anthropic Claude can perform complex cognitive tasks including image transcription and real-time language translation, while platforms like Microsoft Copi
15 Aug. 2025 Jefferies portfolio manager charged in USD 275 million water vending machine Ponzi scheme [more]
Matthias Knab, Opalesque: Jordan Chirico, 41, portfolio manager of Jefferies Financial Group's 352 Capital ABS Master Fund LP, was indicted on investment adviser and securities fraud charges for concealing personal financial ties to Water Station Management, a USD 275 million Ponzi scheme tha
15 Aug. 2025 Time for a more defensive investment posture [more]
By Opalesque: In his latest memo, entitled "The calculus of value", Howard Marks, co-chairman of Oaktree, looks at the critical relationship between investment value and price. Value exerts a "magnetic" influence on price, meaning the relationship of price to value should be expected to strongly
15 Aug. 2025 Family offices accelerate shift toward alternative investments [more]
By Opalesque: A comprehensive global study by Ocorian, a specialist provider of services to HNWIs and family offices, reveals that family office fund managers are significantly increasing their exposure to alternative asset classes over the next two years, with no managers planning to reduce allo
14 Aug. 2025 Buffer funds: There ain't no such thing as a free lunch [more]
By Opalesque: In his August 2025 analysis, Cliff Asness, founder of global investment management firm AQR Capital Management, examines "buffer funds" - structured investment products that promise to make equity investing less risky by using options strategies to limit downside while capping upsid
13 Aug. 2025 Marex Group faces investor scrutiny amid short seller accusations [more]
Opalesque Industry Update - On August 5, 2025, investors in Marex Group plc, a global financial services platform, saw the price of their shares significantly decline in the wake of a critical short report accusing the company of engaging in an improper multi-year accounting scheme. The investiga
12 Aug. 2025 Bridgewater goes for diversification [more]
By Opalesque: This Bridgewater Associates Q2 CIO letter outlines three major dynamics reshaping the investment landscape: a new geopolitical paradigm, threats to US-concentrated portfolios, and technological disruption. The rise of modern mercantilism Bridgewater argues that interv
11 Aug. 2025 Syz Capital reopens BTC Alpha Fund amid surging institutional demand [more]
Opalesque Industry Update - Syz Capital, the $2 billion alternatives investment arm of the family-owned Syz Group, is set to reopen its Bitcoin-denominated fund of crypto hedge funds, the BTC Alpha Fund, to new and existing investors from 1 October 2025 in response to growing institutional demand.
11 Aug. 2025 Tech investor Accel-KKR amasses $1.9bn continuation fund [more]
Laxman Pai, Opalesque Asia: Global technology-focused investment firm Accel-KKR announced the completion of AKKR Isosceles CV LP, an approximately $1.9 billion single-asset continuation fund. AKKR Isosceles will extend its partnership with isolved, a provider of human capital management (HCM)
11 Aug. 2025 Established manager hedge fund study shows shift towards bespoke strategies [more]
By Opalesque: The 2025 Edition of law firm Seward & Kissel's Established Manager Hedge Fund Study analyses investment managers with at least five years of experience and $1bn in regulatory AuM. The study specifically examines managers who created new fund classes or launched new hedge funds i
08 Aug. 2025 The US market accounts for nearly 70% of VC investment globally [more]
Laxman Pai, Opalesque Asia: The US accounted for $70 billion of the Americas' investment total - and for nearly 70 percent of all venture capital (VC) investment globally, said a study. According to KPMG Private Enterprise quarterly global report on venture capital trends, Q2'25 was a relative
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