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Four illuminated glass office towers of different heights rising from one shared granite plaza at dusk, representing several RIA platforms under a single private equity sponsor

Carlyle Now Backs Three RIA Platforms and Is Bidding for a Fourth: What That Does to a Seller’s Auction

August 24, 2026

Carlyle backs MAI Capital, Prime Capital and Captrust, and is bidding for Wealth Enhancement. What overlapping Carlyle RIA platforms do to your auction.

Carlyle Now Backs Three RIA Platforms and Is Bidding for a Fourth: What That Does to a Seller’s Auction

Carlyle Now Backs Three RIA Platforms and Is Bidding for a Fourth: What That Does to a Seller’s Auction

Mesirow Added $49 Billion of Outsourced 401(k) Discretion in 101 Days: What Plan Committees Now Have to Re-Approve

Half of Morgan Stanley’s Record $148 Billion Came From One Funnel: The Stock Plan You Join Before the IPO

The IRS Named a CRAT Structure a Listed Transaction: Which Client Trusts Now Carry Disclosure Risk

The RIA Buyer That Promises Never to Sell You: Permanent Capital Meets the PE Exit Clock

Private Credit BDCs Returned $5.9 Billion in Q2. The Redemption Wave May Have Peaked, But the Money Isn’t Coming Back.

The SEC’s $2.7M Qualified Client Floor Is Live Today: What RIAs Must Lock Down Now

Private Markets Are Coming to the 401(k) Just as They Gate Redemptions: The Liquidity Factor Sponsors Must Document

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