Track recorded fund announcements, transactions, leadership appointments and strategic developments from DataBane's published research.
Buckinghamshire Pension Fund formally joined London CIV following its decision to join the pool in the previous year. London CIV reported that the transition had been developed jointly with Buckinghamshire. The announcement also described delivery of London CIV’s first strategic advisory mandate through a pilot with Barking and Dagenham and the availability of its Pension Advisory and Support Service to Partner Funds.
Schroders Capital Global Innovation Trust reported its 2025 annual results and continued managed wind-down to return capital to shareholders after a February 2025 shareholder vote. The trust discussed realizations from investment holdings and planned further capital returns.
Funds managed by Fortress affiliates acquired Omni Agent Solutions, a technology-enabled provider of bankruptcy and corporate restructuring administration services.
J.P. Morgan Private Capital appointed Rand Araskog and Eric Ghernati as Partners focused on growth company investments.
StepStone closed a structured solutions vehicle with $3.1 billion of commitments, predominantly targeting private-market secondaries. Ares provided primary capital, Barings Portfolio Finance provided substantial rated financing, and Citi acted as structuring and placement agent.
Nuveen reports US$1.4 trillion in total AUM as of 31 March 2026, per 'Nuveen by the Numbers'. The disclosed asset-class totals do not sum exactly to US$1.4 trillion due to rounding, and Multi-Asset AUM includes underlying allocations to fixed income, equities, and real estate, resulting in overlap.
Antares and Ares announced Antares' second credit continuation vehicle, with more than $1.7 billion in aggregate commitments. Ares Credit Secondaries funds led the financing and Antares also committed capital, with individual amounts undisclosed. The vehicle acquired assets from a closed-end Antares-managed credit fund comprising over 300 first-lien, floating-rate loans. Existing fund investors were offered a liquidity option, while the new vehicle preserved Antares' management of the underlying loans. Evercore, GreensLedge and Moelis advised the transaction. The capital commitment figure refers to the whole vehicle, not a single investor's investment.
Carlyle signed an agreement to acquire OMRON’s Device & Module Solutions business. The electronic-component carve-out remained subject to regulatory approvals, and OMRON could retain a minority interest. The release did not quantify consideration or ownership.
Jennifer Cohen joined in January 2026 as chief human resources officer.
Sun Life acquired the remaining 49% interest in Crescent, completing its ownership acquisition and bringing Crescent fully into Sun Life's platform.
Wells Fargo reported more than one billion interactions with its Fargo virtual assistant since its 2023 launch and more than 33 million mobile active users in February 2026. More than three million Spanish-speaking customers had used Fargo, generating over 160 million interactions. These are product usage measures.
ART disclosed that more than A$1.7 billion had already been committed toward its A$2 billion 2030 impact investment target.
Russell Investments launched private markets portfolios on the North investment platform for retail investors.
Carlyle AlpInvest led TowerBrook’s completed continuation transaction for Eisner Advisory Group, known as EisnerAmper. Hamilton Lane-managed funds co-led the investment. Existing investors could take liquidity while TowerBrook continued its partnership with the accounting and advisory business.
On 25 March 2026, Stonepeak and KJTS announced KWAP as an investor in Lestari Cooling Energy, their Malaysian district cooling platform. KWAP is expected to commit up to approximately MYR190 million through its Dana Iklim+ climate initiative. This is KWAP capital, rather than a disclosed payment by Stonepeak. The platform develops district cooling and electricity distribution assets predominantly in Malaysia. Aggregate commitments and debt could capitalize the venture at up to MYR1.5 billion. The partners identify urbanization, energy-efficiency programs and data-center development as demand drivers. The announcement connects the investment to Malaysia's National Energy Transition Roadmap and forecasts emissions savings at full deployment.
SierraCol Energy's issuer notice dated 24 March 2026 confirms that Prime Infrastructure Capital acquired 100% of its share capital from Carlyle that day. The transaction followed the agreement announced on 11 March. Consideration and Carlyle's individual proceeds were not disclosed.
Invesco and Superstate announced a partnership around tokenized U.S. Treasury exposure and institutional digital asset infrastructure.
Apollo-managed funds and affiliates agreed to invest USD 1 billion for 49% of a joint venture holding US retail properties with Realty Income. Wells Fargo Securities acted as financial adviser to Apollo. The release anticipated closing March 31, 2026. This announcement is separate from the subsequent confirmation that the joint venture was formed on that date.
Carlyle agreed on 19 March 2026 to sell KANAMEL to Nippon Television. The buyer’s subsequent-events note confirms completion on 24 April 2026, acquisition of an additional 77.2% of voting rights and 100% final ownership. Cash consideration for the additionally acquired common shares was JPY 39,260 million. This transaction amount is distinct from the buyer’s JPY 49,754 million accounting acquisition cost and Carlyle’s individual proceeds.
AQR announced 2026 LSEG Lipper awards covering nine mutual funds across alternative and equity categories. Awards recognized risk-adjusted performance over three-, five-, or ten-year periods ending November 30, 2025.
On 19 March 2026 InfraVia announced its first Critical Metals strategy investment, committing US$50 million through a convertible note to Core Lithium. This forms part of a broader US$205 million package with Glencore, Nebari and institutional investors. Financing supports operation of the Finniss lithium project south of Darwin in Australia’s Northern Territory. The project combines underground and open-pit ore extraction with on-site processing into high-grade spodumene concentrate. First concentrate shipments were expected in the third quarter of 2026, with full commercial production targeted for mid-2028. InfraVia identified possible future plant expansion and regional resource growth. The instrument is a convertible note, so no existing equity ownership percentage is inferred. The French State seeds the Critical Metals strategy alongside private institutional capital.
CAA's FY2025 investor presentation detailed its investment portfolio and asset allocation.
Sweden's financial regulator Finansinspektionen issued Alecta a warning and SEK 50 million administrative penalty over deficiencies in risk control and the handling of its Heimstaden Bostad investment. The sanction concerns investment governance; it is not a current AUM or cash allocation item.
InfraVia announced Fund VI’s final close on 18 March 2026 at €8 billion, above its original €7 billion objective. Fundraising took 18 months and exceeded the €5 billion raised by Fund V. More than 80 investors joined as new clients, and over half of commitments originated outside Europe. The fund targets European mid-market infrastructure businesses across energy transition, digital infrastructure, mobility and social infrastructure. It had committed over €1 billion across OpCore, LDA and Prosolia Energy. Campbell Lutyens served as placement agent, with Proskauer and Fried Frank advising on legal matters. The Article 8 fund uses active ownership and platform expansion. Firm-wide cumulative fundraising reached €21 billion across more than 200 investors.
InfraVia announced on 18 March 2026 that InfraVia European Fund VI had reached its €8 billion hard cap after an 18-month fundraising process. The fund exceeded its original €7 billion target and attracted more than 80 new investors, with over half of commitments originating outside Europe. Its mandate targets resilient European mid-market infrastructure businesses across energy transition, digital infrastructure, mobility and social infrastructure. More than €1 billion had already been committed to OpCore, Louis Dreyfus Armateurs and Prosolia Energy. The release reports €21 billion of cumulative capital raised and a global base above 200 LPs. Campbell Lutyens later reported a €8.08 billion final close on 5 August 2026; this dated difference is preserved for review rather than silently overwriting the manager’s earlier figure.
Hamilton Lane disclosed a strategic investment in private-markets tokenization and investing platform Republic. Investment size and ownership percentage were not announced.
Davidson Kempner published research arguing that opportunistic credit can improve institutional portfolio efficiency because of its lower correlation and volatility characteristics.
Fortress appointed Elizabeth Burton as Chief Strategist. The appointment strengthened the firm's macroeconomic and investment strategy capabilities and followed several senior hires across European business development, origination and credit.
Fortress launched a new 1031 real estate exchange platform providing access to institutional quality real estate through Delaware Statutory Trusts. Initial focus areas include senior housing, student housing and multifamily.
ADIA subsidiary committed to Dignari Capital Partners' newly established APAC developed-market real estate private credit strategy, particularly Hong Kong financing. Amount undisclosed.
