By Nesil Staney 360 One, one of the largest portfolio management firms in the country, is planning to build a full-fledged investment banking vertical through Batlivala & Karani (B&K), a brokerage it acquired in January. The company, which manages $68 billion in assets, is also nearing closure of four of its investment funds, a senior executive told FE. This includes
Industry veterans from Goldman Sachs, Hightower Advisors, and H.I.G. Capital have launched a new private markets investment firm, Peak Altitude Partners (PeakAlts). Based in New York, the new firm offers curated alternative asset solutions specifically tailored for RIAs, family offices, multi-family offices, and endowments. It currently advises on over $30bn in assets through its partner
Partner Insights spoke to Maxwell Wu, Co-founder and CEO at Fulcrum Lending based in New York City about his firm’s unique take on private credit, technology, and financial trends in the multifamily space. Before launching Fulcrum, Wu led the spinout of a technology group from Greystone, serving as the chief underwriter while leading the team