
ARCHIMED Closes $1.75B Healthcare Fund in Under 6 Months, 3x Oversubscribed
On September 9, 2026, ARCHIMED, a private equity firm that invests exclusively in healthcare, announced the final closing of its MED IV fund at a €1.5 billion ($1.75 billion) hard cap , three times ov
September 13, 2026

Trove's Collection Dividends Are a Loyalty Perk, Not Portfolio Income
Trove launched Collection Dividends on Sept 3, 2026, paying 2% annually on vaulted cards, but the payout is Trove revenue, not card cash flows.
September 12, 2026

How Family Offices Structure Direct Co-Investments Alongside Private Equity Sponsors
Family offices invest directly in PE deals alongside a sponsor through a co-investment SPV, gaining lower fees but facing tight diligence deadlines.
September 12, 2026

EquityZen Review 2026: Now a Morgan Stanley Subsidiary
EquityZen, acquired by Morgan Stanley in 2026, cut pre-IPO transaction fees to 2.5 percent for buyers and sellers, with a 5,000 dollar minimum.
September 12, 2026

Direct Lending vs. Syndicated Loans: What Accredited Investors Should Know
Over 85% of new U.S. leveraged loans carry covenant-lite terms, while direct lending offers tighter covenants at the cost of full illiquidity.
September 12, 2026

DST Fundraising Hits $6.48 Billion Through August 2026: The Data Behind the 1031 Exchange Boom
Mountain Dell data shows DST equity fundraising totaled 6.48 billion through August 2026, up 33 percent from 2025, tracking toward a new record.
September 12, 2026

FINRA Rule 5123 Expanded: What the New Family Office Exemption Means for Private Placement Compliance
The SEC approved FINRA Rule 5123 amendments extending the private placement filing exemption to family offices with $5 million or more in AUM.
September 12, 2026

EIG Closes $4 Billion Senior Infrastructure Debt Platform: What Accredited Investors Need to Know
Senior infrastructure debt manager EIG closed SIDF VI at $1.9 billion, with the full $4 billion platform exceeding its original target by 33 percent.
September 12, 2026

HarbourVest Raises $2.4 Billion for Private Credit Secondaries
HarbourVest Partners raised $2.4 billion across two private credit secondary vehicles, marking an institutional bet on this fast-growing strategy.
September 12, 2026

ExchangeRight's Essential Income 9 DST: Inside the DST-to-UPREIT Playbook
ExchangeRight subscribed its $52.85M Essential Income 9 DST, showing how a 1031-into-DST paired with a 721 UPREIT exit can defer capital gains.
September 12, 2026

Time Equities Launches $95.3M TIC Offering: A 1031 Exchange Case Study for Accredited Investors
Time Equities Inc. launched a $95.3M tenant-in-common 1031 offering for OCTAVIA in Boynton Beach, FL, targeting a 5.75% annual current return.
September 12, 2026

The SEC's $80 Million Pacific Fund Case: Seven Red Flags Every Accredited Investor Should Know
The SEC charged Bay Area fund managers Mark Hanf and Nam Phan with a Ponzi-like scheme raising $80 million from 190 mostly retired investors, leaving less than $17 million to cover $121 million owed.
September 11, 2026