The Western-based firm closed its inaugural fund, which invests in early-stage climate tech companies, with approximately $90 million in total commitments, above its $50 million target.
The firm recently added a senior investment advisor to support its foundation, endowment and institutional nonprofit clients.
The firm has acquired a wealth management and asset management platform with over $1 billion in assets under advisement.
The college recently added a pair of investment associates from an investment bank to focus on private equity and real assets.
The foundation is seeking an investment manager to handle its endowment after hiring a firm to create and manage a portfolio of index and exchange traded funds for diversification purposes in 2016.
The foundation is searching for a cio to lead all aspects of managing its endowment after its investment head recently stepped down from the role.
The foundation is searching for a non-discretionary consultant for its endowment as its cio recently stepped down from the role.
The community college hired an outsourced cio for a newly established endowment in the second quarter.
The investment consulting firm announced that Adam Laubacker has been promoted to senior v.p.
The firm hired a senior investment advisor to work with private clients, develop and execute long-term investment and wealth strategies and manage investment portfolios.