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Vital Capital Partners, a health care real estate investment manager, has launched a Delaware statutory trust offering that seeks to raise about $15.4 million in equity from accredited investors. Vital Capital Medical – Liberty OH DST owns Liberty Rehabilitation Hospital, a 36-bed inpatient rehabilitation hospital in Liberty Township, Ohio. The property is leased to a …

Rowan Digital Infrastructure has secured $1.545 billion in additional corporate financing capacity as it expands its U.S. data center development pipeline. The transactions include a $600 million increase in its holding company term loan, a $590 million revolving credit line and a $355 million letter of credit facility. Apterra Infrastructure Capital led the term loan …

Vestmark has partnered with asset management firm Allspring Global Investments to enable registered investment advisors to develop tax-based model portfolios.  Vestmark will combine Allspring’s actively managed investment solutions with the platform’s technology, trading and tax capabilities to help advisors manage open-architecture portfolios, including asset allocation and portfolio construction.  Additionally, the tax-aware solution, which was built …

Victory Park Capital has launched a tokenized feeder fund providing access to its private asset-backed credit strategy, adding blockchain-based distribution and payment capabilities. The AltsABF Tokenized Feeder Fund, known as VALTS, invests in Privacore VPC Asset Backed Credit Fund, or AltsABF, a continuously offered, non-listed interval fund launched in January. VPC, a private credit and …

CW Advisors, a subsidiary of Osaic Wealth, has acquired three registered investment advisory firms, with a combined total of $1.6 billion in assets under management.  CW Advisors has added Newport Beach, CA-based Yosemite Capital Management, The Woodlands, TX-based Threadgill Financial, and Braintree, MA-based Peddock Capital Advisors.  Yosemite Capital Management, which was established in 2001, manages about $369 …

Carson Group has added a Georgia-based wealth management firm, which manages $1.6 billion in total client assets, to its integrated employee channel.  Marietta, GA-based Marietta Wealth Management, which was founded in 2015, is led by managing partners and wealth advisors Scott Keller, Charlie Holloway, Ben Crowe, and Wes Hackney.  The firm provides comprehensive financial planning, …

U.S. producer prices rose 0.3% in October, slowing sharply from September, but the annual increase reached its highest level in nearly four years. The Producer Price Index for final demand climbed 6.5% from a year earlier, the biggest gain since November 2022, the Bureau of Labor Statistics reported Friday. The monthly increase followed gains of …

Executive Summary Skeptics of the AI-fueled stock rally have long warned of a bubble, and last Thursday gave them their strongest evidence yet. Whether AI is a bubble or a richly valued growth story is still an open question. What’s clear is that the technology is already reshaping industries, and the hard part is deciding …

Elevation Point, which takes minority stakes in independent advisors and breakaway teams, has received a noncontrolling investment and an expanded credit facility from Merchant. Financial terms were not disclosed. Emigrant Partners exited its stake in Elevation Point as part of the deal. Emigrant had bought a minority stake in May 2025 and provided a senior …

CW Advisors, a subsidiary of Osaic Wealth, has acquired three registered investment advisory firms, with a combined total of $1.6 billion in assets under management.  CW Advisors has added Newport Beach, CA-based Yosemite Capital Management, The Woodlands, TX-based Threadgill Financial, and Braintree, MA-based Peddock Capital Advisors.  Yosemite Capital Management, which was established in 2001, manages about $369 …

Rowan Digital Infrastructure has secured $1.545 billion in additional corporate financing capacity as it expands its U.S. data center development pipeline. The transactions include a $600 million increase in its holding company term loan, a $590 million revolving credit line and a $355 million letter of credit facility. Apterra Infrastructure Capital led the term loan …

Strategic Value Partners and NewEdge Power have announced a partnership to develop utility-scale power projects, launching with a seed portfolio targeting up to 1.2 gigawatts of capacity in the PJM electricity market. Funds managed by SVP will make an initial capital commitment to establish the joint venture and support NewEdge’s expansion. NewEdge will lead development, …

At least 18 public pension funds have exposure to Anthropic ahead of the artificial intelligence company’s planned initial public offering, according to Equable Institute. Most of the exposure runs through private equity and venture capital funds, whose underlying holdings are rarely disclosed by pension systems. That makes it difficult to determine which retirement plans stand …

U.S. producer prices rose 0.3% in October, slowing sharply from September, but the annual increase reached its highest level in nearly four years. The Producer Price Index for final demand climbed 6.5% from a year earlier, the biggest gain since November 2022, the Bureau of Labor Statistics reported Friday. The monthly increase followed gains of …

Wealth management firms are continuing to explore how their clients can leverage initial public offerings and how artificial intelligence-related technology will change the advisor-client relationship.   Scott Victoria, President of TradePMR, discusses opportunities ahead for RIAs and how AI plays a role in the evolving wealth space.  Robinhood acquired TradePMR last year.  The following responses have …

Tether and London-based Fasanara Capital have launched StableFund, an evergreen private credit vehicle backed by $400 million in sponsor co-investment and designed to raise as much as $3 billion from outside institutional investors. The fund will invest in short-duration, asset-backed credit opportunities sourced through Fasanara’s global fintech lending network. Its strategy will focus on financing …

At least 18 public pension funds have exposure to Anthropic ahead of the artificial intelligence company’s planned initial public offering, according to Equable Institute. Most of the exposure runs through private equity and venture capital funds, whose underlying holdings are rarely disclosed by pension systems. That makes it difficult to determine which retirement plans stand …