Two new interval funds and two new tender offer funds filed draft registration statements in June 2026. T Rowe Price and WCM Investment management both registered interval funds. Fundrise and Wisdomtree both registered tender offer funds. Furthermore, Macquarie continued its advancement into US retail alternative investments with a new private equity operating co. New Interval […]
Four new interval funds filed draft registration statements with the SEC in May 2026. AB Tax-Aware Credit Opportunities Fund AB Tax-Aware Credit Opportunities Fund seeks a high level of after-tax total return through income and capital appreciation. The fund invests primarily in credit investments rated below AA-, including tax-exempt municipal securities, taxable municipal securities, and […]
Six new interval funds and two new tender offer funds filed draft registration statements in April. Additionally, several new alternative funds started preparations to enter the market in April. New Interval Fund Registrations April was another busy month for interval fund registrations. JPMorgan Tax Aware Opportunities Fund JPMorgan Tax Aware Opportunities Fund seeks high current […]
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March was a volatile month for global markets. Nonetheless, fund managers were aggressively planning new funds. JP Morgan registered a new private credit interval fund. AQR, well known for their criticism of the retail alts space, registered a new interval fund. Morgan Stanley registered two new tender offer funds, and Franklin Tempelton registered one as […]