Dave Roux, Co-Founder & Chairman of BayPine and formerly of Silver Lake provides his unique and authoritative perspective on the historical relationship between private equity and technology
David M. Rubenstein is currently Declaration Partners’ largest investor. Mr. Rubenstein was not compensated for his statement above, although he receives priority access to certain of Declaration’s investment opportunities, and is subject to reduced fees in certain of his investments in Declaration-managed vehicles. Such access and reduced fees subject Mr. Rubenstein to potential conflicts of interest in making this statement.
David M. Rubenstein is currently Declaration Partners’ largest investor. Mr. Rubenstein was not compensated for his statement above, although he receives priority access to certain of Declaration’s investment opportunities, and is subject to reduced fees in certain of his investments in Declaration-managed vehicles. Such access and reduced fees subject Mr. Rubenstein to potential conflicts of interest in making this statement.
David M. Rubenstein is currently Declaration Partners’ largest investor. Mr. Rubenstein was not compensated for his statement above, although he receives priority access to certain of Declaration’s investment opportunities, and is subject to reduced fees in certain of his investments in Declaration-managed vehicles. Such access and reduced fees subject Mr. Rubenstein to potential conflicts of interest in making this statement.
Strategies include Tactical Growth Equity, Real Estate, GP Solutions, and other opportunistic investments.
Emphasis on long-term partnership alignment to optimize shared outcomes.
250+ years of combined institutional investment experience and $2.2Bn AUM (as of March 2024).
Entrepreneurial mindset, investment flexibility, and focus on long-term alignment to maximize value creation
Experienced investment team with sub-sector expertise supported by an institutional investment management infrastructure
Global network of entrepreneurs, executive relationships, and senior capital markets participants
Prioritize reputation and integrity and build lasting relationships with founders, family owners, management teams, and co-investors
Across strategies, Declaration seeks superior returns on flexible capital with a long-term focus.
Objective: Capture the asymmetric upside from attractive growth companies across cycles.
Objective: Combine the best attributes of family office flexibility and institutional real estate experience to generate attractive risk-adjusted returns.
Objective: Assist talented investors and entrepreneurs in building compelling investment platforms.
Jason Wenk, CEO of Altruist, goes deep on his career and disrupting the RIA custodian model in this “Financial Advisor Success” podcast.
One property in Dallas and one in Southern California. The opportunistic sales provided an early return of capital to investors in Fund I (final closing in September 2022).
Adding SSG’s advisor services experience to Altruist’s innovative technology will equip RIAs with the technology, custodial services, and support needed to run great businesses and make financial advice better, more affordable, and accessible to everyone.
Wide-ranging discussion covers Todd’s background, familial influences, investment philosophy, the power of giving back, and the importance of “having fun”.
With its new self-clearing platform, Altruist has established itself as the leading non-legacy custodian service for RIAs.
Funding is expected to fuel growth in new regions for the company’s amenity access marketplace and SaaS offerings for hotels.
Enstructure LLC has received a $525 million credit facility from Blackstone Credit and M&T Bank to refinance its debt and support its growth.
Declaration successfully closes inaugural real estate fund with approx. $240 million in commitments, reflecting its focus on differentiated real estate investment opportunities through aligned partnership.
Declaration recognizes team strength and contributions with five investment team promotions.
Paxos introduces USD & BUSD monthly reserves holding reports.
Take a look at Todd S. Rich’s thoughts on the value of flexibility in private real estate investing – included in this issue of PERE profiling the next generation of private real estate managers.
Blockchain infrastructure provider Figment raised $110 million in a Series C round led by software investment firm Thoma Bravo. The latest funding takes the firm’s valuation to $1.4 billion.
The Brazilian owner of Havaianas, the maker of flip flops, is taking a 49.9 percent stake in the shoe brand Rothy’s, valuing it at $1 billion in the industry’s latest bet on the promise of sustainable fashion.
We value partnership and welcome your interest in what we are doing. How can we work together?
