People Moves
Vistria Appoints Capital Formation Head

Rishi Chhabria will lead the firm’s capital formation strategies and investor relations efforts.

08.18.25
Asset Study/Review
Southeast Pension Adopts New A/A

The pension plan approved a new asset allocation policy that increased its targets to core bonds and international large-cap equity in the second quarter.

08.18.25
People Moves
GCM Grosvenor Appoints Client Marketing Associate

The new associate joined the firm from Driehaus Capital Management.

08.15.25
Consultant/OCIO/Discretionary
Rocky Mountain Housing Authority Seeking Investment Advisor

The authority is seeking firms or individuals to provide investment advisory consulting services.

08.15.25
Industry News
SageView Acquires CAP STRAT

The deal will bring retirement plan consulting and wealth management services as well as new institutional-managed asset services capabilities to SageView Advisory Group.

08.14.25
Administrator/Record Keeper
NY County Seeking 457 Plan Services

The county is slated to select a firm on Oct. 14.

08.14.25
Credit/Private Debt
Nuveen Announces First Close Of Energy Infrastructure Credit Fund  

The firm is targeting a $2.5 billion close for its second energy and power infrastructure credit fund.

08.13.25
Industry News
Mariner Institutional To Acquire Southeastern Advisory

The deal is expected to close in late September.

08.12.25
People Moves
JMI Equity Promotes Three Team Members

The firm has also closed its twelfth flagship fund.

08.11.25
Private Equity
Va. Retirement System Bolsters Private Equity Portfolio

The retirement system committed to an existing private equity manager relationship in the second quarter.

08.11.25