LPL, Direct Lending RFP, Maryland 2025 Investment Plan, Apollo Accord+

In this week’s Dakota Fundraising News Podcast, Nicole Puller Ross was promoted to regional head of Northeast private wealth at Goldman Sachs, Cliff Corso became CEO of AAM, and Brian Scharf joined Zell Family Office. On the RIA front, EFE acquired Cahill Wealth Management, Americana Partners added a $1.5B team from Morgan Stanley, and LPL picked up Northern Advisory Group. Institutional activity included OPPRS launching a $50M private credit RFP, Maryland SRPS outlining up to $2.5B in annual PE pacing, and New Jersey DOI committing $1.5B across five managers. Other investments came from University of Kentucky, Seattle City ERS, and Pennsylvania MRS. Fundraising updates featured Apollo closing Accord+ Fund II at $4.8B, Vista securing $4B for a continuation vehicle, and Arbor raising $1.2B for its sixth private equity 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.