A Daily Network publication
Explore the network
The Daily NetworkAbout the network →
Private Wealth DailyPrivate wealthDigital Capital DailyDigital assetsESG Capital DailySustainable capitalETF DailyETFsETF Pro AIThe fund terminalInsurance Capital DailyInsurance capitalInterval Fund DailySemi-liquid fundsPrivate Credit DailyPrivate creditPrivate Infrastructure DailyYou’re reading this editionPrivate Real Estate DailyReal estateRetirement Capital DailyRetirement assetsSecondaries DailySecondariesWealth Advisor Daily
Private Infrastructure Daily
Independent Intelligence on Infrastructure Capital
Thursday, August 20, 2026The Morning Brief →Sign in
other

iCapital

BOSTON, MA
CRD: 122816
In PWD coverage since August 14, 2026 · 10 stories
$1.5BRegulatory AUMSEC Form ADV · Aug 15
9EmployeesForm ADV
2Deals on our tracker
Deal recordFull tracker →
Aug 18, 26Fund launch — coverage
Jun 15, 26Deal announcedRFG
PWD coverage
The Close

Convergence puts private markets inside the advisor's daily workflow

Alternatives are no longer the constraint. The hard work is managing public and private positions in a single portfolio, and the platforms that make that routine will set the pace.
Features · Aug 20The private-markets on-ramp now runs through retirement accounts
RIA · Aug 19Mid-sized RIAs are now buying alternatives, iCapital's Gallagher says
portfolio · Aug 19CAIS doubles to $2 billion, and the cap table becomes diligence
allocators · Aug 19Advisor demand for alternatives shifts to delivery
Features · Aug 19Blackstone sells BREIT's easiest exit to fund its longest bet
portfolio · Aug 18Franklin Templeton packages private markets into model portfolios
allocators · Aug 18Alternatives adoption intent nearly triples as scale becomes the bottleneck
RIA · Aug 14CAIS doubles valuation to $2B with $170M Vista Equity raise
RIA · Aug 14Advisor Alts Demand Stays Strong; Analytics Top Tech Priority
Every weekday · 6:30 a.m. ET

The Morning Brief

The private wealth industry in four minutes, every weekday at 6:30 a.m. ET. Free.