The firm is preparing tender offers for at least three funds managed by separate sponsors, following its recent targeting of five major non-traded BDCs.
Sun Life has committed $150 million in seed capital to the vehicle, which invests globally across infrastructure funds, secondaries, and co-investments.
The collaboration with LODAS Markets will first provide an additional liquidity pathway to investors of Harrison Street AM semi-liquid evergreen funds.
The recently registered interval fund, sub-advised by Barings, will target private asset-based credit investments through direct and secondary transactions.
As of March, secondaries accounted for 48.2% of the tender offer fund's portfolio, according to EvergreenLink Data.
The recently registered interval fund, sub-advised by GCM Grosvenor, will target real asset investments through secondary, primary, co-investment, and listed transactions.
The interval fund targets venture companies through primary and secondary investments, and currently holds stakes in Kalshi, SpaceX, Databricks, and Runway AI.
He brings almost a decade of experience at Partners Group, investing across private real estate, including secondaries.
Two CAZ funds are now available through the SoFi Invest platform, covering themes including GP stakes, professional sports, energy infrastructure, space, and defense.
Cox Capital Retail Secondaries Fund I is currently running cash tender offers for five non-traded BDCs managed by Blue Owl, Ares, Apollo, and BlackRock.
