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Osaic Wealth's CW Advisors Acquires 3 RIAs with $1.6B in AUM

Osaic Wealth’s CW Advisors Acquires 3 RIAs with $1.6B in AUM

Broker/Dealers | November 12, 2026

CW Advisors, a subsidiary of Osaic Wealth, has acquired three registered investment advisory firms, with a combined total of $1.6 billion in assets under management.  CW Advisors has added Newport Beach, CA-based Yosemite Capital Management, The Woodlands, Texas-based Threadgill Financial, and Braintree, MA-based Peddock Capital Advisors.  Yosemite Capital Management, which was established in 2001, manages about $369

Fidelity Closes Nearly $760M Venture Growth Fund

Fidelity Closes Nearly $760M Venture Growth Fund

Alternative Assets | November 12, 2026

Fidelity Investments has closed Fidelity Venture Growth Fund II with nearly $760 million in commitments, topping its $750 million target. The fund closed Nov. 2 after raising about 96% of its target in just two months. Investors included high-net-worth individuals, family offices, registered investment advisers and broker-dealers. Fund II will make mostly direct minority investments

Carson Group Adds $1.6B Marietta Wealth Management

Carson Group Adds $1.6B Marietta Wealth Management

Direct Investment | November 12, 2026

Carson Group has added a Georgia-based wealth management firm, which manages $1.6 billion in total client assets, to its integrated employee channel.  Marietta, GA-based Marietta Wealth Management, which was founded in 2015, is led by managing partners and wealth advisors Scott Keller, Charlie Holloway, Ben Crowe, and Wes Hackney.  The firm provides comprehensive financial planning,

SVP, NewEdge Form Power JV Targeting 1.2 GW in PJM

SVP, NewEdge Form Power JV Targeting 1.2 GW in PJM

Alternative Assets | November 12, 2026

Strategic Value Partners and NewEdge Power have announced a partnership to develop utility-scale power projects, launching with a seed portfolio targeting up to 1.2 gigawatts of capacity in the PJM electricity market. Funds managed by SVP will make an initial capital commitment to establish the joint venture and support NewEdge’s expansion. NewEdge will lead development,