“How can we get our fund in front of retail and wealth advisors—with all the different platforms, where do we even start?” It’s a question heard often from fund managers that want to explore growth beyond traditional channels. Retail and advisory represent the largest underserved source of capital for alternative investment products. As allocations to […]
The new year begins with a massive pipeline of new interval funds getting ready to launch. In December 2025, six new interval funds filed draft registration statements. Additionally, three new tender offer funds, two new NT BDCs, and one Opco/conglomerate made initial SEC filings. Tortoise Energy & Infrastructure Interval Fund Tortoise Energy & Infrastructure Interval […]
In November, two new interval funds, and two new tender offer funds filed draft registration statements. Additionally, Blackstone registered a multi-strategy hedge fund in a 3(c)(7) wrapper. Aristotle Pacific Enhanced CLO Income Fund Aristotle Pacific Enhanced CLO Income Fund is a new interval fund that filed a registration statement on November 3, 2025. The Fund […]
In October 2025, three new interval funds and four new tender offer funds filed registration statements. Additionally, several private NT BDCs, NT REITs, and Opcos filed registration statements in October. New Interval Fund Registrations CIBC Private Lending Strategies CIBC Private Lending Strategies filed a draft registration statement on October 7, 2025. This new interval fund […]
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 […]