Track recorded fund announcements, transactions, leadership appointments and strategic developments from DataBane's published research.
Antin reported 31 December 2025 total AUM €33.8bn and investments across flagship, mid-cap and NextGen.
Christofferson Robb & Company and ADIA subsidiary agreed to establish SRT-focused fund. ADIA will also acquire a participation interest in CRC; amounts and stake percentage undisclosed.
Carlyle agreed on 11 March 2026 to sell SierraCol Energy to Prime Infrastructure Capital. SierraCol’s issuer notice confirms that Prime acquired 100% of the company’s share capital from Carlyle on 24 March 2026. Carlyle’s International Energy Partners platform had invested in 2020. Consideration and Carlyle’s individual proceeds were not disclosed.
CCR appointed Amundi to manage a EUR350 million private equity and private debt multi-management mandate using Amundi Alpha Associates' capabilities. A separate ancillary portfolio can receive CCR's existing assets. The disclosed amount concerns the main mandate; the announcement does not identify a named fund commitment.
HOOPP reported a 7.7% net return for 2025, CAD 9.7 billion of net investment income and a funded status of 109% at year-end. Its ten-year annualized net return was 7.8%, compared with a 5.9% benchmark. This records the latest annual-results release; audited net-assets observations are stored separately under their exact reporting measure.
Ardian and an ADIA subsidiary agreed on the creation of a dedicated real estate secondaries platform. Neither disclosed an ADIA contribution size.
StepStone promoted 11 Partners, 1 Senior Managing Director and 18 Managing Directors, expanding senior leadership across Private Equity, Venture & Growth, Private Debt, Real Estate, Business Development and other functions.
Oasis500, the tech investment arm of the King Abdullah II Fund for Development (KAFD), has launched its fourth investment fund, Oasis Ventures III (OVIII), with capital exceeding $20 million. The fund will target investments in early-stage tech and tech-enabled startups to help entrepreneurs scale their business models regionally and globally. The launch marks a continuation of the firm's 16-year legacy, bringing its total startup investment count past 193 active portfolio companies.
Carlyle announced structured financing for Unifi Aviation to simplify ownership and support expansion. The Credit Opportunities team leads the investment. The release does not specify the financing instrument or amount; Unifi remains part of Argenbright Group.
AQR Managed Futures Strategy Fund won the Alternative Mutual Fund of the Year category at the 2026 With Intelligence Mutual Fund and ETF Awards. The Equity Market Neutral Fund was shortlisted as a finalist.
The Board authorized a program allowing StepStone to repurchase up to $100 million of Class A common stock as part of its capital-allocation framework.
Schroders published its annual report and accounts for the year ended 31 December 2025, covering group assets under management, its public-markets businesses, Schroders Capital, wealth management, financial results, governance and material joint ventures.
Fortidia confirmed the completion of BC Partners' majority acquisition on March 6, 2026, following a December 16, 2025 agreement. The Fiorelli family and Oaktree-managed funds were sellers; CEO Paolo Fiorelli retains a meaningful stake. Purchase price and exact ownership were not disclosed.
Wells Fargo announced that the Federal Reserve terminated its 2018 consent order concerning governance oversight, compliance and operational risk management. This is a separate regulatory milestone from the June 2025 removal of the order’s asset-growth restriction.
Schroders Greencoat and Greencoat Renewables plc established a 50:50 joint venture in green digital infrastructure and acquired a site in Ireland with approval for an initial 36MW data-centre development. Acquisition pricing was not disclosed.
IFM stated on 5 March 2026 that appropriate policy settings could support up to a further C$10 billion of investment in Canada over the next decade. The announcement followed a memorandum of understanding signed in Sydney the previous day by Australian and Canadian pension funds and their investment organisations. IFM highlighted existing Canadian infrastructure investments alongside local pension funds, including Global Container Terminals in Vancouver and Enwave Energy. Enwave supplied district energy to municipalities, universities, hospitals, data centres and other customers across several Canadian cities. IFM had opened its Toronto office in late 2025 and served more than 200 Canadian institutional clients. The C$10 billion figure is a conditional investment intention, not completed deployment or a commitment by a named LP.
Grow Therapy announced on March 4, 2026 that it raised US$150 million in Series D funding, co-led by existing backers TCV and Growth Equity at Goldman Sachs Alternatives. BCI and Menlo Ventures joined as new investors alongside other existing venture backers. Grow Therapy connects patients, therapists and psychiatric care providers and works with payers, employers and health systems to expand behavioral health access. The disclosed amount is the overall round size, not BCI's specific contribution. The announcement supports BCI's participation in growth-stage healthcare technology investments.
Monroe announced that Private Debt Investor selected the firm as the 2025 CLO Manager of the Year.
Hamilton Lane-managed funds and Ardian acted as lead investors in Latour Capital's single-asset continuation vehicle for Gutor, a Swiss critical-power solutions provider. Hamilton Lane's own investment amount was not disclosed.
Fidelity announced two suites of turnkey multi-asset model portfolios for eligible RIAs and broker-dealers, providing exposure to private equity, private credit and private real estate via Envestnet. Fidelity's Alternative Navigator education program offers professional learning and continuing education credits.
BCI, Norges Bank Investment Management and Brookfield announced Northview Energy on March 3, 2026, with equal funding and equity ownership among the three investors. The renewable platform's seed assets comprise 22 contracted wind and solar facilities with approximately 2.3 GW of generating capacity across six US power markets. A separate framework envisages potential future purchases of renewable assets requiring up to US$1.5 billion in equity. The announcement expected an official launch in the second quarter subject to customary approvals, so it should not be mistaken for confirmation of transaction closing.
JPMAM appointed Stephanie Davis as Head of Private Wealth Alternatives and Sean Flynn as Private Wealth Alternatives National Manager to expand private markets distribution through financial advisors.
AES agreed to be acquired by a consortium led by Global Infrastructure Partners and EQT Infrastructure VI, with CalPERS and Qatar Investment Authority as co-underwriters. Shareholders would receive $15 per share in cash. The release described approximately $33.4 billion enterprise value including debt. Wells Fargo advised AES and provided a fairness opinion; it was not identified as an acquiring equity investor.
BlackRock's GIP, EQT Infrastructure VI and co-underwriters CalPERS and QIA agreed to acquire AES. The announcement reported $15 per share in cash, a $10.7 billion equity value and approximately $33.4 billion enterprise value including existing debt. These are consortium transaction measures, not BlackRock's individual ticket. The March 2 release expected closing in late 2026 or early 2027, subject to shareholder and regulatory approvals; no completion is asserted.
For year-end 2025, Alecta reported group-managed assets of SEK 1,405 billion versus SEK 1,315 billion at end-2024. The 2025 investment portfolio included SEK 508 billion in listed equities, SEK 646 billion in fixed-income assets and SEK 251 billion in combined alternative investments. These are SEK-denominated group portfolios, not Alecta's corporate cash.
Private Debt Investor recognized Golub Capital as Senior Lender of the Year, Americas for the seventh time. Golub stated it had won 26 PDI awards since 2014. This is an industry award announcement and is not a source of manager AUM or fund returns.
HarbourVest announced 15 Managing Director, 15 Principal and 17 Senior Vice President promotions across its global business.
Fidelity reported $7.1 trillion in managed assets and $18.0 trillion in assets under administration as of December 31, 2025, along with 2025 revenue of $37.7 billion and operating income of $12.7 billion. Managed assets differ from client assets under administration.
Coller partnered with Mediobanca Private Banking to distribute its evergreen private equity secondaries strategy to eligible Italian investors.
Appointed Peter Sibilia as Head of U.S. Transactions. Strengthens acquisition and transaction execution in the U.S.
