CAPTRUST Acquires $1.4B Charlotte RIA, International Equity RFPs & Investments, 400 Capital's $1.39B

In this episode of the Dakota Fundraising News Podcast, Pat and Konch cover key job changes, including Terri Sanchez retiring from PA PSERS, Matt Marshall joining Mass PRIM as a Private Equity Investment Officer, and Jimmy Ross moving to Aon as a Senior Investment Consultant. In RIA/FA M&A, Mariner Wealth Advisors acquires $730M Ocean Heights Advisors, CAPTRUST picks up Carolinas Investment Consulting, and LPL Financial recruits the $250M Shorepoint Wealth team from Wells Fargo. Institutional updates include international equity manager searches at Oakland Police and Fire Retirement System and Alameda County Employees Retirement Association, while Rhode Island State Pension commits $51M to BPEA Private Equity Fund IX. Fundraising highlights feature BlackRock’s Global Infrastructure Partners Fund V nearing its $25B target and 400 Capital closing its fourth private credit fund at $1.39B. Tune in for the latest in institutional and intermediary fundraising!