The transactions include five private equity investment sales at a 7% discount to December 2025 NAV and an exit through a GP-led continuation vehicle.
The firm is developing products for retirement and mass affluent investors as wealth AUM soars 41% YoY to $82 billion.
The firm reported a 14% QoQ increase in private wealth inflows, supported by growth across its evergreen funds and easing redemption pressure in its credit and real estate vehicles.
The $100 million commitment made in 2022 is under review amid concerns over fund performance, manager concentration, and a limited LP base.
The firm's evergreen private equity flagship, which invests in secondaries, reached $29 billion in NAV less than three years after inception.
We examine the capital flows, investment strategy, and performance of the tender offer fund, leveraging EvergreenLink Data.
