Close Menu
Real Estate Smart ChoiceReal Estate Smart Choice
  • News
  • Investing
    • Buying
    • Selling
  • Financing
    • Mortgage Calculator
  • Guides
  • Homeowners
    • Home Improvement
    • Property Management

LATEST

June 6, 2025 Economic and Housing Market Update
June 7, 20253 Mins Read
Retail Investors to Drive Half of Private Market Fundraising by 2027
June 6, 20255 Mins Read
Bird Dog Bot
Facebook X (Twitter) Pinterest LinkedIn
Real Estate Smart ChoiceReal Estate Smart Choice
  • News
  • Investing
    • Buying
    • Selling
  • Financing
    • Mortgage Calculator
  • Guides
  • Homeowners
    • Home Improvement
    • Property Management
Real Estate Smart ChoiceReal Estate Smart Choice
Home » Real Estate » Investing » Blackstone, Vanguard, Wellington to Launch Private Markets Fund
Investing Real Estate

Blackstone, Vanguard, Wellington to Launch Private Markets Fund

May 8, 20252 Mins Read
Blackstone, Vanguard, Wellington to Launch Private Markets Fund
Facebook Twitter LinkedIn Pinterest Email Copy Link


(Bloomberg) — Blackstone Inc., Vanguard Group and Wellington Management Co are launching a fund that will invest in public equities, bonds and private markets, as part of their effort to expand private-market offerings to retail clients. 

The firms have laid out plans for an interval fund, through which investors will be able to make quarterly withdrawals capped between 5% and a quarter of the fund’s net-asset value. according to a filing Wednesday.

The trio partnered up earlier this year, amid a rising trend of ventures between firms that typically manage public stocks and bonds and those that invest in alternatives. 

Wellington will manage the interval fund  — the first from the partnership — and draw its investments from all three firms. It will allocate up to 60% in public equities, up to 30% in fixed income and as much as 40% in private markets investments, according to the filing, which did not disclose what fees clients will be charged.

A representative for Wellington said the three firms are “committed to collaborating on the development of simplified multi-asset investment solutions that seamlessly integrate public and private assets as well as active and index strategies.” 

Representatives for Blackstone and Vanguard didn’t respond to requests for comment.

Related:Goldman Launches Online Alts University for Advisors, Investors

Traditional asset managers have been seeking ways to move beyond stock and bond funds into higher-margin businesses, including private equity and private credit. At the same time, alternative asset firms have been searching for ways to tap a bigger slice of the retail market. Many have resorted to interval funds, which can offer exposure to assets ranging from real estate to direct lending for buyouts. 

Read More: Private Markets Hog the Spotlight as Asset Managers Gather in DC

Vanguard and Wellington have recently entered the private markets space and neither manage a lot of money in the asset class yet. Blackstone, however, has a number of private markets strategies that retail investors can tap.

view original post on www.wealthmanagement.com

Share. Facebook Twitter Pinterest LinkedIn Email Copy Link
Previous ArticleMultifamily Rents Rise As Economy Begins To Slow
Next Article Is the Housing Market Actually “Healthy”? Here’s My Scorecard to Find Out

Related Articles

June 6, 2025 Economic and Housing Market Update

June 7, 20253 Mins Read
Read More

Retail Investors to Drive Half of Private Market Fundraising by 2027

June 6, 20255 Mins Read
Read More

Common Lease Violations in the Summer and How to Address Them

June 6, 20257 Mins Read
Read More
LATEST

June 6, 2025 Economic and Housing Market Update

June 7, 20253 Mins Read

Retail Investors to Drive Half of Private Market Fundraising by 2027

June 6, 20255 Mins Read

Common Lease Violations in the Summer and How to Address Them

June 6, 20257 Mins Read

May Jobs Report Shows Modest Growth (+139,000) – Unemployment Holds Steady

June 6, 20252 Mins Read
POPULAR
News Real Estate

June 6, 2025 Economic and Housing Market Update

June 7, 20253 Mins Read

June 6, 2025   VIDEO TRANSCRIPT: I’m  Danielle Hale, Chief Economist at Realtor.com®. As the days grow longer, I’m going to discuss the latest data on the labor market.  I’ll…

Read More

Retail Investors to Drive Half of Private Market Fundraising by 2027

June 6, 20255 Mins Read

Common Lease Violations in the Summer and How to Address Them

June 6, 20257 Mins Read

May Jobs Report Shows Modest Growth (+139,000) – Unemployment Holds Steady

June 6, 20252 Mins Read
About Us

We are your premier destination for real estate news, investment insights, and invaluable industry information. Our commitment is to provide you with accurate, timely, and comprehensive content that empowers you to make informed decisions in today's ever-evolving real estate landscape. Trust us to be your guide in navigating the intricacies of real estate investment and beyond!

Home Designs AI

LATEST

June 6, 2025 Economic and Housing Market Update

June 7, 20253 Mins Read

Retail Investors to Drive Half of Private Market Fundraising by 2027

June 6, 20255 Mins Read
Real Estate Smart Choice
Facebook X (Twitter) LinkedIn Pinterest
  • Home
  • News
  • Investing
  • Financing
  • Guides
  • Mortgage Calculator
  • Contact Us
© 2025 by Real Estate Smart Choice

Type above and press Enter to search. Press Esc to cancel.