In September 2025, two new interval funds filed initial draft registration statements. Additionally, the SEC declared effective the prospectuses for six new interval funds. Alger Next Gen Growth Fund Alger Next Gen Growth Fund will invest in domestic and foreign equity of fast growing and innovative companies. It will invest 20%-80% of total assets in […]
The SEC’s Investor Advisory Committee (IAC) has issued a set of recommendations under the banner “Retail Investor Access to Private Market Assets.” While advisory in nature, the report marks a turning point in the ongoing debate about whether and how retail investors should participate in private equity, credit, venture capital, and real estate. For interval […]
In August, one new interval fund filed a draft registration statement with the SEC,. Meanwhile, the SEC declared effective the prospectuses of six new interval funds that had previiously filed registration statements. CAZ GP Stakes Fund CAZ GP Stakes Fund filed a draft registration statement on August 8, 2025. This new private equity interval fund […]
July was another record setting month for the retail alternative investments industry. Five new interval funds filed draft registration statements: Fund Name Strategy Registration Date Capital Group KKR U.S. Equity (Plus) Equity 07/29/2025 LOOMIS SAYLES ALTERNATIVE ASSET BASED SOLUTIONS INCOME FUND Credit 07/25/2025 PennantPark Enhanced Income Fund Credit 07/24/2025 LibreMax Asset Backed Income Fund Credit […]
Three new interval funds filed initial draft registration statements in June 2025: Fund Name Strategy Registration Date Man Diversified Income Fund Credit 06/20/2025 Pre-IPO & Growth Fund PE/VC 06/06/2025 TCG Strategic Income Fund Credit 06/04/2025 Man Diversified Income Fund Man Diversified Income Fund filed its initial registration statement on June 20. It plans to employ […]