Border to Coast, New Family Office, Janney, PE RFP, Search Updates, Mass PRIM episode artwork

EPISODE · May 9, 2025 · 7 MIN

Border to Coast, New Family Office, Janney, PE RFP, Search Updates, Mass PRIM

from Dakota Research Podcast · host Dakota Team

In this week’s Dakota Fundraising News Podcast, Border to Coast appointed Peter Gent as head of investment advisory, Cetera named John Lefferts to lead Cetera Investors, and Pritzker Alternative Strategies made several key hires as it builds out its investment team. On the M&A front, Blackstone tapped Lazard veteran Jennifer Abate to lead its RIA channel, VisionPoint and Navitas merged to form Balefire, and Janney expanded into Florida with the Integrity Wealth team. Plymouth County issued a $10M private equity RFP, Arizona Public Safety Pension adjusted its asset allocation, and Massachusetts PRIM committed €375M to Advent. Other updates include new hires and mandates at Cook County, Pennsylvania SERS, and a $735M fund close by Rotunda Capital. LaunchBay Capital, an India-focused growth equity firm, is targeting $400M for its debut fund.Tired of fragmented data slowing you down? Book a demo of Dakota Research to centralize critical investment data and intelligence to simplify your decision-making process.

In this week’s Dakota Fundraising News Podcast, Border to Coast appointed Peter Gent as head of investment advisory, Cetera named John Lefferts to lead Cetera Investors, and Pritzker Alternative Strategies made several key hires as it builds out its investment team. On the M&A front, Blackstone tapped Lazard veteran Jennifer Abate to lead its RIA channel, VisionPoint and Navitas merged to form Balefire, and Janney expanded into Florida with the Integrity Wealth team. Plymouth County issue...

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Border to Coast, New Family Office, Janney, PE RFP, Search Updates, Mass PRIM

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This episode was published on May 9, 2025.

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In this week’s Dakota Fundraising News Podcast, Border to Coast appointed Peter Gent as head of investment advisory, Cetera named John Lefferts to lead Cetera Investors, and Pritzker Alternative Strategies made several key hires as it builds out its...

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